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iShares Russell 2000 Growth ETF

631 hedge funds and large institutions have $6.5B invested in iShares Russell 2000 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 164 increasing their positions, 237 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 69.92%71.29% (+1.4%)

1% more capital invested

Capital invested by funds: $6.46B → $6.5B (+$35M)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 641631 (-10)

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

31% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 237

46% less call options, than puts

Call options by funds: $37.2M | Put options by funds: $68.5M

Holders
631
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
13.71%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.5%
New
53
Increased
164
Reduced
237
Closed
56
Calls
$37.2M
Puts
$68.5M
Net Calls
-$31.3M
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
476
JMG Financial Group
Illinois
$217K
EIP
477
Ellis Investment Partners
Pennsylvania
$216K
PGA
478
Portland Global Advisors
Maine
$216K
PFGIA
479
Patriot Financial Group Insurance Agency
Massachusetts
$213K
AWS
480
AJ Wealth Strategies
New York
$212K
PCA
481
Personal Capital Advisors
California
$211K -$12.7K -64 -6%
Fuller & Thaler Asset Management
482
Fuller & Thaler Asset Management
California
$204K -$37.6K -190 -16%
DSC
483
Duncker Streett & Co
Missouri
$204K
TC
484
TownSquare Capital
Utah
$204K +$202K +1,022 New
PIP
485
Peachtree Investment Partners
Florida
$203K -$59.5K -301 -23%
WA
486
Wealth Architects
California
$203K -$13.1K -66 -6%
ATC
487
Adirondack Trust Company
New York
$203K
FWCM
488
Ferguson Wellman Capital Management
Oregon
$203K +$200K +1,010 New
DDC
489
DF Dent & Co
Maryland
$201K -$430K -2,174 -68%
AIA
490
Arbor Investment Advisors
North Carolina
$201K +$198K +1,002 New
MCM
491
Manchester Capital Management
Vermont
$198K
BAM
492
Barrett Asset Management
New York
$189K
TCOV
493
Trust Company of Vermont
Vermont
$184K +$23.1K +117 +15%
MPWT
494
MassMutual Private Wealth & Trust
Connecticut
$170K -$6.53K -33 -4%
MLICM
495
Metropolitan Life Insurance Company (MetLife)
New York
$166K
EIM
496
Essex Investment Management
Massachusetts
$163K
TFGT
497
TS Financial Group (TSFG)
Illinois
$162K +$6.33K +32 +4%
PCG
498
Private Capital Group
Connecticut
$157K -$5.34K -27 -3%
AF
499
Arrow Financial
New York
$156K
SHJ
500
Sharkey, Howes & Javer
Colorado
$154K -$2.57K -13 -2%

IWO Hedge Fund Activity: Q2 2019 in Review

631 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2019, worth a combined $6.5B — up 0.54% from $6.46B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IWO and 53 opened new positions — a net loss of 3 holders — while 237 trimmed existing stakes and 164 added.

The largest buyer was TIAA FSB, adding an estimated $255M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 631 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2019, down from 641 in Q1 2019.
  • Funds reported $6.5B of iShares Russell 2000 Growth ETF stock for Q2 2019, up 0.54% quarter-over-quarter.
  • 53 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2019 and 56 closed out, a net change of -3 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $255M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2019 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.