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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
ADL
551
Asset Dedication LLC
California
$36K
NIC
552
Northwest Investment Counselors
Oregon
$36K +$37.3K +188 New
IBOK
553
Independence Bank of Kentucky
Kentucky
$35K
ACA
554
Atlas Capital Advisors
Wyoming
$34.3K
APC
555
Aspire Private Capital
North Carolina
$34K
THWM
556
Taylor Hoffman Wealth Management
Virginia
$34K
MA
557
MCF Advisors
Kentucky
$33K
NSIM
558
North Star Investment Management
Illinois
$33K +$33.7K +170 New
SFC
559
SYM Financial Corp
Indiana
$32K
SFSG
560
Stearns Financial Services Group
North Carolina
$32K +$198 +1 +0.6%
IFAM
561
Institutional & Family Asset Management
Colorado
$31K
RCMC
562
RK Capital Management (Colorado)
Colorado
$31K +$31.7K +160 New
PAI
563
Pittenger & Anderson Inc
Nebraska
$30K -$19.8K -100 -39%
FMII
564
Farmers & Merchants Investments Inc
Nebraska
$28K
VCM
565
Versant Capital Management
Arizona
$28K
PWP
566
Personal Wealth Partners
Minnesota
$28K +$28.4K +143 New
CB
567
Community Bank
New York
$27K
GI
568
Gradient Investments
Minnesota
$26K -$3.37K -17 -11%
BC
569
Barnett & Company
Tennessee
$25K
WP
570
WealthShield Partners
North Carolina
$25K
HR
571
Howe & Rusling
New York
$24K -$25.2K -127 -50%
MIM
572
Macroview Investment Management
Maryland
$24K
NSB
573
Norway Savings Bank
Maine
$24K
ACA
574
Aptus Capital Advisors
Alabama
$24K +$25.4K +128 New
CFD
575
Creative Financial Designs
Indiana
$23K -$16.7K -84 -40%

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.