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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
MAM
526
Marquette Asset Management
Minnesota
$100K
ASN
527
Advisory Services Network
Georgia
$100K +$9.29K +47 +10%
SIM
528
Sonora Investment Management
Arizona
$99K +$97.7K +494 New
LGWM
529
Litman Gregory Wealth Management
California
$97K +$85K +430 +796%
TA
530
TCG Advisors
Texas
$95K -$20K -101 -18%
FM
531
Family Management
New York
$92K +$90.6K +458 New
Lazard Asset Management
532
Lazard Asset Management
New York
$90K
YWP
533
YorkBridge Wealth Partners
New York
$89K
QAM
534
QCI Asset Management
New York
$88K
SFSIG
535
San Francisco Sentry Investment Group
California
$86K -$6.72K -34 -7%
LDFR
536
Lehman & Derafelo Financial Resources
Pennsylvania
$81K
APSP
537
Asset Planning Services (Pennsylvania)
Pennsylvania
$80K
FA
538
Financial Advantage
Maryland
$79K
AIM
539
Advantage Investment Management
Iowa
$69K +$989 +5 +1%
BFEC
540
Benjamin F. Edwards & Company
Missouri
$68K -$72.4K -366 -52%
GEA
541
Glen Eagle Advisors
New Jersey
$66.1K +$5.74K +29 +10%
FPC
542
Falcon Point Capital
California
$66K +$64.7K +327 New
CAL
543
Capital Analysts LLC
Pennsylvania
$63K -$3.56K -18 -5%
TL
544
TrueWealth LLC
Georgia
$63K
Macquarie Group
545
Macquarie Group
Australia
$60K +$59.5K +301 New
TIM
546
Tortoise Investment Management
New York
$59K
LWS
547
Lucia Wealth Services
California
$57K -$16K -81 -22%
WAP
548
Wealthcare Advisory Partners
Pennsylvania
$53K
CIAS
549
Capital Investment Advisory Services
North Carolina
$52K +$40.5K +205 +387%
HR
550
Howe & Rusling
New York
$51K -$198 -1 -0.4%

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.