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iShares Russell 2000 Growth ETF

613 hedge funds and large institutions have $6.33B invested in iShares Russell 2000 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 71.29%72.26% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less capital invested

Capital invested by funds: $6.5B → $6.33B (-$168M)

3% less funds holding

Funds holding: 631613 (-18)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

51% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $57.8M

Holders
613
Holders Change
-18
Holders Change %
-2.85%
% of All Funds
13.44%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
45
Increased
149
Reduced
227
Closed
57
Calls
$28.4M
Puts
$57.8M
Net Calls
-$29.4M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
APSP
526
Asset Planning Services (Pennsylvania)
Pennsylvania
$77K
LDFR
527
Lehman & Derafelo Financial Resources
Pennsylvania
$77K
FA
528
Financial Advantage
Maryland
$76K
PW
529
Price Wealth
Texas
$71K +$73K +368 New
Macquarie Group
530
Macquarie Group
Australia
$67K +$9.71K +49 +16%
SIM
531
Sonora Investment Management
Arizona
$66K -$29.7K -150 -30%
AIM
532
Advantage Investment Management
Iowa
$66K -$991 -5 -1%
BFEC
533
Benjamin F. Edwards & Company
Missouri
$65K -$793 -4 -1%
GEA
534
Glen Eagle Advisors
New Jersey
$63.4K
EIM
535
Essex Investment Management
Massachusetts
$61K -$98.5K -497 -61%
TL
536
TrueWealth LLC
Georgia
$60K +$61.7K +311 New
TIM
537
Tortoise Investment Management
New York
$57K
BCM
538
Bourgeon Capital Management
Connecticut
$53K -$165K -834 -75%
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$51K
CIAS
540
Capital Investment Advisory Services
North Carolina
$50K
CAC
541
Certified Advisory Corp
Florida
$49K
SCA
542
Stonebridge Capital Advisors
Minnesota
$48K +$49K +247 New
LWS
543
Lucia Wealth Services
California
$47K -$7.53K -38 -13%
KWA
544
KCS Wealth Advisory
California
$43.4K +$44.6K +225 New
PCTC
545
Perkins Coie Trust Company
Washington
$41K
CAL
546
Capital Analysts LLC
Pennsylvania
$40K -$20.4K -103 -33%
RBC
547
Roble Belko & Company
Pennsylvania
$39K
AAP
548
Arax Advisory Partners
Colorado
$37K
FMTCOCP
549
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K
JHCP
550
Jackson Hole Capital Partners
Oklahoma
$37K

IWO Hedge Fund Activity: Q3 2019 in Review

613 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2019, worth a combined $6.33B — down 2.6% from $6.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of IWO and 45 opened new positions — a net loss of 12 holders — while 227 trimmed existing stakes and 149 added.

The largest buyer was Wells Fargo, adding an estimated $101M. The largest seller was Jane Street, exiting entirely with an estimated $56.9M sold.

  • 613 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2019, down from 631 in Q2 2019.
  • Funds reported $6.33B of iShares Russell 2000 Growth ETF stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2019 and 57 closed out, a net change of -12 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2019 was Wells Fargo, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2019 was Jane Street, an estimated $56.9M sold.

Based on aggregated 13F filings for Q3 2019.