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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
FHA
501
Flagship Harbor Advisors
Massachusetts
$153K -$1.38K -7 -0.9%
EFSCE
502
Enterprise Financial Services Corp (EFSC)
Missouri
$152K
RIA
503
Realta Investment Advisors
Delaware
$151K -$155K -786 -51%
MOACM
504
Mutual of America Capital Management
New York
$146K -$36.6K -185 -20%
CTB
505
Country Trust Bank
Illinois
$142K
Simplex Trading
506
Simplex Trading
Illinois
$141K +$139K +702 New
CTC
507
Central Trust Company
Missouri
$137K +$87K +440 +183%
CT
508
Clearstead Trust
Maine
$131K
SSB
509
Sandy Spring Bank
Maryland
$129K
Barclays
510
Barclays
United Kingdom
$128K -$158K -800 -56%
CFA
511
Carroll Financial Associates
North Carolina
$125K +$6.72K +34 +6%
PO
512
Private Ocean
California
$121K
BAMG
513
Brand Asset Management Group
Missouri
$120K
WCM
514
Wealthcare Capital Management
Virginia
$115K
RE
515
RBC Europe
United Kingdom
$111K
OIA
516
Optimum Investment Advisors
Illinois
$110K
BAM
517
Belpointe Asset Management
Nevada
$110K +$109K +549 New
SA
518
SRH Advisors
Kansas
$109K
CB
519
CNB Bank
Pennsylvania
$108K -$24.7K -125 -19%
AIM
520
Axiom Investment Management
New York
$107K +$105K +531 New
SLF
521
Sun Life Financial
Ontario, Canada
$106K
SMFS
522
Squar Milner Financial Services
California
$102K -$111K -559 -52%
CF
523
Centaurus Financial
California
$102K +$100K +506 New
WPW
524
Winthrop Partners - WNY
New York
$100K
CM
525
Castleark Management
Illinois
$100K

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.