iShares Russell 2000 Growth ETF
624 hedge funds and large institutions have $4.97B invested in iShares Russell 2000 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 159 increasing their positions, 272 reducing their positions, and 139 closing their positions.
1.32% more ownership
Funds ownership: 69.75% → 71.08% (+1.3%)
14% less funds holding
Funds holding: 722 → 624 (-98)
27% less capital invested
Capital invested by funds: $6.85B → $4.97B (-$1.88B)
33% less funds holding in top 10
Funds holding in top 10: 30 → 20 (-10)
42% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 272
60% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 139
61% less call options, than puts
Call options by funds: $24.3M | Put options by funds: $62.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$134M |
| 2 |
Morgan Stanley
New York
|
+$75.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$53M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$49M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$37.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$89.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$82M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$68.7M |
| 4 |
Citigroup
New York
|
-$40.3M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$34.3M |
IWO Hedge Fund Activity: Q1 2020 in Review
624 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2020, worth a combined $4.97B — down 27% from $6.85B a quarter earlier.
Sellers outnumbered buyers: 139 funds closed out of IWO and 55 opened new positions — a net loss of 84 holders — while 272 trimmed existing stakes and 159 added.
The largest buyer was M&T Bank, opening a new position worth an estimated $134M. The largest seller was Wells Fargo, cutting an estimated $89.2M.
- 624 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2020, down from 722 in Q4 2019.
- Funds reported $4.97B of iShares Russell 2000 Growth ETF stock for Q1 2020, down 27% quarter-over-quarter.
- 55 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2020 and 139 closed out, a net change of -84 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q1 2020 was M&T Bank, an estimated $134M added.
- The largest iShares Russell 2000 Growth ETF seller in Q1 2020 was Wells Fargo, an estimated $89.2M sold.
Based on aggregated 13F filings for Q1 2020.