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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
FWCM
501
Ferguson Wellman Capital Management
Oregon
$233K
MMPW
502
Mitchell McLeod Pugh & Williams
Alabama
$233K
MC
503
Moors & Cabot
Massachusetts
$233K +$230K +1,051 New
AWA
504
Arkadios Wealth Advisors
Georgia
$231K
TA
505
TFG Advisers
Michigan
$231K +$5.25K +24 +2%
FUBT
506
First United Bank & Trust
Maryland
$227K -$12K -55 -5%
KCM
507
Kanawha Capital Management
Virginia
$224K
Allianz Asset Management
508
Allianz Asset Management
Germany
$223K
SBIA
509
Sheaff Brock Investment Advisors
Indiana
$221K -$5.03K -23 -2%
JFG
510
JMG Financial Group
Illinois
$221K
APW
511
Austin Private Wealth
Texas
$220K
CAG
512
Csenge Advisory Group
Florida
$219K +$208K +950 New
WA
513
Wealth Architects
California
$215K
Lido Advisors
514
Lido Advisors
California
$214K +$211K +964 New
AMCA
515
Arthur M. Cohen & Associates
Illinois
$214K +$317K +1,449 New
FA
516
Faithward Advisors
Pennsylvania
$213K -$23K -105 -10%
IB
517
Intrust Bank
Kansas
$213K -$2.85K -13 -1%
WAM
518
Wealthspire Advisors (Maryland)
Maryland
$212K -$992K -4,532 -83%
BBHC
519
Brown Brothers Harriman & Co
New York
$211K
IFWM
520
Institute for Wealth Management
Colorado
$209K -$21.9K -100 -10%
BAM
521
Barrett Asset Management
New York
$209K
FFG
522
Fullen Financial Group
Ohio
$209K +$206K +942 New
BS
523
Boenning & Scattergood
Pennsylvania
$209K +$207K +944 New
BAS
524
Brown Advisory Securities
Maryland
$208K +$206K +941 New
TFS
525
Thoroughbred Financial Services
Tennessee
$208K +$206K +941 New

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.