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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
FMII
576
Farmers & Merchants Investments Inc
Nebraska
$29K
HIM
577
Hanlon Investment Management
New Jersey
$29K +$5.68M +28,720 New
CB
578
Community Bank
New York
$28K
CI
579
CX Institutional
Indiana
$27K -$21K -106 -44%
WP
580
WealthShield Partners
North Carolina
$26K -$1.78K -9 -7%
BC
581
Barnett & Company
Tennessee
$26K
MIM
582
Macroview Investment Management
Maryland
$25K -$12.5K -63 -34%
NSB
583
Norway Savings Bank
Maine
$25K
JFA
584
JNBA Financial Advisors
Minnesota
$23K
RCIM
585
Red Cedar Investment Management
Michigan
$21K
SIS
586
Sound Income Strategies
Florida
$21K
AssetMark Inc
587
AssetMark Inc
California
$20K -$20.6M -104,065 -100%
FNB
588
Farmers National Bank
Kentucky
$20K -$5.93K -30 -23%
CWA
589
Clarus Wealth Advisors
Arizona
$20K
NCM
590
Next Capital Management
New York
$20K +$19.8K +100 New
EK
591
Evensky & Katz
Florida
$19K -$2.17K -11 -11%
ME
592
McIlrath & Eck
Washington
$19K
ANBT
593
American National Bank & Trust
Texas
$18K
LF
594
Lee Financial
Texas
$18K +$17.8K +90 New
APCM
595
Alaska Permanent Capital Management
Alaska
$16K +$15.8K +80 New
CFN
596
Cordasco Financial Network
Florida
$14K
MCM
597
McMillion Capital Management
North Carolina
$14K +$13.8K +70 New
EI
598
Ellevest Inc
New York
$13K
MWC
599
MBM Wealth Consultants
Missouri
$13K
CFG
600
Citizens Financial Group
Rhode Island
$12K

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.