We are live on ! Find out more
IWO icon

iShares Russell 2000 Growth ETF

677 hedge funds and large institutions have $6.68B invested in iShares Russell 2000 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 172 increasing their positions, 240 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 50

9% more capital invested

Capital invested by funds: $6.12B → $6.68B (+$558M)

3% more funds holding

Funds holding: 660677 (+17)

1.49% more ownership

Funds ownership: 72.06%73.55% (+1.5%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

28% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 240

49% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $163M

Holders
677
Holders Change
+17
Holders Change %
+2.58%
% of All Funds
13.66%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.46%
New
74
Increased
172
Reduced
240
Closed
50
Calls
$82.7M
Puts
$163M
Net Calls
-$80M
Net Calls Change
+$336M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Cordatus Wealth Management
Pennsylvania
$256K -$19.5K -89 -7%
WWM
477
Western Wealth Management
Colorado
$254K -$87.5K -400 -26%
CIA
478
CCM Investment Advisers
South Carolina
$254K
BCA
479
Berman Capital Advisors
Georgia
$253K +$219 +1 +0.1%
HIMC
480
Heritage Investors Management Corp
Maryland
$253K +$250K +1,140 New
IC
481
IEQ Capital
California
$250K +$438 +2 +0.2%
AF
482
Allworth Financial
California
$250K +$216K +989 +712%
SF
483
Summit Financial
New Jersey
$248K
MMHP
484
Murphy Middleton Hinkle & Parker
Georgia
$246K +$10.1K +46 +4%
PCA
485
Personal Capital Advisors
California
$246K +$243K +1,112 New
LWA
486
LWS Wealth Advisors
New Jersey
$244K -$14K -64 -5%
PFGIA
487
Patriot Financial Group Insurance Agency
Massachusetts
$244K +$219 +1 +0.1%
HCA
488
Harbour Capital Advisors
Virginia
$243K -$10.9K -50 -4%
EIP
489
Ellis Investment Partners
Pennsylvania
$243K +$219 +1 +0.1%
BFC
490
Bedel Financial Consulting
Indiana
$241K
MCM
491
Maryland Capital Management
Maryland
$240K +$237K +1,083 New
X
492
Xponance
Pennsylvania
$240K +$237K +1,084 New
SVWAG
493
Sound View Wealth Advisors Group
Georgia
$238K
ODIJL
494
One Day In July LLC
Vermont
$238K +$235K +1,073 New
NFC
495
Northeast Financial Consultants
Connecticut
$238K +$235K +1,075 New
MPWT
496
MassMutual Private Wealth & Trust
Connecticut
$237K -$2.41K -11 -1%
OC
497
Oakworth Capital
Alabama
$235K
AWM
498
AE Wealth Management
Kansas
$234K -$56K -256 -19%
AWS
499
AJ Wealth Strategies
New York
$234K
TC
500
TownSquare Capital
Utah
$234K

IWO Hedge Fund Activity: Q3 2020 in Review

677 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2020, worth a combined $6.68B — up 9.1% from $6.12B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new IWO positions and 50 closed out — a net gain of 24 holders — while 172 added to existing stakes and 240 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $109M. The largest seller was Morgan Stanley, cutting an estimated $62.8M.

  • 677 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2020, up from 660 in Q2 2020.
  • Funds reported $6.68B of iShares Russell 2000 Growth ETF stock for Q3 2020, up 9.1% quarter-over-quarter.
  • 74 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2020 and 50 closed out, a net change of +24 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2020 was BNP Paribas Financial Markets, an estimated $109M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2020 was Morgan Stanley, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2020.