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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
OIA
551
Optimum Investment Advisors
Illinois
$121K
SA
552
SRH Advisors
Kansas
$121K
AIM
553
Axiom Investment Management
New York
$119K +$219 +1 +0.2%
BAM
554
Belpointe Asset Management
Nevada
$118K -$11.6K -53 -9%
CTC
555
Central Trust Company
Missouri
$118K
CSPIA
556
Cary Street Partners Investment Advisory
Virginia
$117K +$116K +530 New
HR
557
Howe & Rusling
New York
$116K +$80.1K +366 +232%
CB
558
CNB Bank
Pennsylvania
$114K +$27.4K +125 +32%
ATC
559
Adirondack Trust Company
New York
$113K
TCOV
560
Trust Company of Vermont
Vermont
$111K -$25.6K -117 -19%
CM
561
Castleark Management
Illinois
$111K
MCM
562
Manchester Capital Management
Vermont
$106K
SFS
563
Sowell Financial Services
Arkansas
$104K +$25.8K +118 +33%
1832 Asset Management
564
1832 Asset Management
Ontario, Canada
$101K -$10.3K -47 -9%
FM
565
Family Management
New York
$100K
Lazard Asset Management
566
Lazard Asset Management
New York
$99K
WPA
567
West Paces Advisors
Georgia
$97.7K
FHA
568
Flagship Harbor Advisors
Massachusetts
$97K -$51.4K -235 -35%
RIM
569
Rockbridge Investment Management
New York
$87K
OSAM
570
O'Shaughnessy Asset Management
Connecticut
$82K +$75.1K +343 +1,225%
SWM
571
Sugarloaf Wealth Management
Georgia
$81K
BFEC
572
Benjamin F. Edwards & Company
Missouri
$75K
FGA
573
Fortis Group Advisors
New Jersey
$73K +$72.7K +332 New
AA
574
Advisory Alpha
Michigan
$71K +$65.9K +301 New
CIA
575
Choate Investment Advisors
Massachusetts
$69K +$68.1K +311 New

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.