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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
IA
526
Independence Advisors
Pennsylvania
$207K
LFAS
527
Level Four Advisory Services
Texas
$206K -$59.1K -270 -23%
WP
528
WealthPLAN Partners
Nebraska
$203K +$179K +820 New
3AM
529
3D Asset Management
Connecticut
$203K +$200K +915 New
TWP
530
Total Wealth Planning
Ohio
$202K -$32.2K -147 -14%
Fayez Sarofim & Co
531
Fayez Sarofim & Co
Texas
$202K +$200K +914 New
S
532
SignatureFD
Georgia
$197K -$57.6K -263 -23%
GWS
533
Glassman Wealth Services
Virginia
$191K
PIP
534
Peachtree Investment Partners
Florida
$191K
Deutsche Bank
535
Deutsche Bank
Germany
$188K
MLICM
536
Metropolitan Life Insurance Company (MetLife)
New York
$183K
HFA
537
Hoover Financial Advisors
Pennsylvania
$181K +$219 +1 +0.1%
FAM
538
Fred Alger Management
New York
$180K +$178K +814 New
EFSCE
539
Enterprise Financial Services Corp (EFSC)
Missouri
$176K
CTB
540
Country Trust Bank
Illinois
$156K
SSB
541
Sandy Spring Bank
Maryland
$154K -$5.91K -27 -4%
AWM
542
Avior Wealth Management
Nebraska
$149K
SC
543
SouthState Corp
Florida
$148K +$147K +670 New
CFA
544
Carroll Financial Associates
North Carolina
$145K -$1.75K -8 -1%
SFPG
545
Stonebridge Financial Planning Group
Florida
$141K -$90.6K -414 -41%
RP
546
Rice Partnership
Hawaii
$135K
EW
547
Evoke Wealth
California
$133K
IA
548
IFP Advisors
Florida
$132K +$18.2K +83 +16%
PO
549
Private Ocean
California
$126K
RE
550
RBC Europe
United Kingdom
$122K

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.