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iShares Russell 2000 Growth ETF

613 hedge funds and large institutions have $6.33B invested in iShares Russell 2000 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 71.29%72.26% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less capital invested

Capital invested by funds: $6.5B → $6.33B (-$168M)

3% less funds holding

Funds holding: 631613 (-18)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

51% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $57.8M

Holders
613
Holders Change
-18
Holders Change %
-2.85%
% of All Funds
13.44%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
45
Increased
149
Reduced
227
Closed
57
Calls
$28.4M
Puts
$57.8M
Net Calls
-$29.4M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
476
Ferguson Wellman Capital Management
Oregon
$203K +$8.13K +41 +4%
FNBOO
477
First National Bank of Omaha
Nebraska
$202K -$29.7K -150 -13%
EIP
478
Ellis Investment Partners
Pennsylvania
$201K +$198 +1 +0.1%
MPWT
479
MassMutual Private Wealth & Trust
Connecticut
$196K +$33.9K +171 +20%
ATC
480
Adirondack Trust Company
New York
$195K
Deutsche Bank
481
Deutsche Bank
Germany
$192K -$44.6K -225 -18%
CAM
482
CenterStar Asset Management
Illinois
$192K
MCM
483
Manchester Capital Management
Vermont
$190K
IA
484
IndexIQ Advisors
New York
$185K -$7.78M -39,257 -98%
BAM
485
Barrett Asset Management
New York
$182K
TCOV
486
Trust Company of Vermont
Vermont
$177K
MLICM
487
Metropolitan Life Insurance Company (MetLife)
New York
$159K
TFGT
488
TS Financial Group (TSFG)
Illinois
$156K +$198 +1 +0.1%
PCG
489
Private Capital Group
Connecticut
$153K +$5.35K +27 +4%
AF
490
Arrow Financial
New York
$149K
FHA
491
Flagship Harbor Advisors
Massachusetts
$147K
EFSCE
492
Enterprise Financial Services Corp (EFSC)
Missouri
$146K
RIA
493
Realta Investment Advisors
Delaware
$139K -$7.93K -40 -5%
CTB
494
Country Trust Bank
Illinois
$136K
RWA
495
Ropes Wealth Advisors
Massachusetts
$132K +$126K +636 +1,272%
CTC
496
Central Trust Company
Missouri
$131K
CT
497
Clearstead Trust
Maine
$125K
OIA
498
Optimum Investment Advisors
Illinois
$124K +$18.8K +95 +17%
SSB
499
Sandy Spring Bank
Maryland
$123K
CAN
500
Claraphi Advisory Network
United States
$122K -$170K -855 -58%

IWO Hedge Fund Activity: Q3 2019 in Review

613 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2019, worth a combined $6.33B — down 2.6% from $6.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of IWO and 45 opened new positions — a net loss of 12 holders — while 227 trimmed existing stakes and 149 added.

The largest buyer was Wells Fargo, adding an estimated $101M. The largest seller was Jane Street, exiting entirely with an estimated $56.9M sold.

  • 613 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2019, down from 631 in Q2 2019.
  • Funds reported $6.33B of iShares Russell 2000 Growth ETF stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2019 and 57 closed out, a net change of -12 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2019 was Wells Fargo, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2019 was Jane Street, an estimated $56.9M sold.

Based on aggregated 13F filings for Q3 2019.