We are live on ! Find out more
IWO icon

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
PAI
551
Pittenger & Anderson Inc
Nebraska
$51K
CAC
552
Certified Advisory Corp
Florida
$51K +$36.6K +185 +268%
PCTC
553
Perkins Coie Trust Company
Washington
$43K
S
554
SignatureFD
Georgia
$43K +$21.8K +110 +104%
CFD
555
Creative Financial Designs
Indiana
$42K -$3.56K -18 -8%
RBC
556
Roble Belko & Company
Pennsylvania
$40K
JHCP
557
Jackson Hole Capital Partners
Oklahoma
$39K
AAP
558
Arax Advisory Partners
Colorado
$39K +$38.2K +193 New
FMTCOCP
559
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K -$66.5K -336 -64%
ADL
560
Asset Dedication LLC
California
$37K
IBOK
561
Independence Bank of Kentucky
Kentucky
$36K
ACA
562
Atlas Capital Advisors
Wyoming
$35.8K -$9.1K -46 -21%
APC
563
Aspire Private Capital
North Carolina
$35K
THWM
564
Taylor Hoffman Wealth Management
Virginia
$35K
MA
565
MCF Advisors
Kentucky
$34K
BCI
566
Brinker Capital Investments
Pennsylvania
$33K
SFSG
567
Stearns Financial Services Group
North Carolina
$33K
SFC
568
SYM Financial Corp
Indiana
$33K
IFAM
569
Institutional & Family Asset Management
Colorado
$32K
GI
570
Gradient Investments
Minnesota
$31K -$1.78K -9 -6%
LWA
571
Lowe Wealth Advisors
Maryland
$30K
PB
572
Pinnacle Bancorp
Nebraska
$30K
VCM
573
Versant Capital Management
Arizona
$30K
EWM
574
Executive Wealth Management
Michigan
$29K -$6.33K -32 -18%
CFA
575
Camarda Financial Advisors
Florida
$29K

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.