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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
PB
576
Pinnacle Bancorp
Nebraska
$22K -$7.34K -37 -25%
JFA
577
JNBA Financial Advisors
Minnesota
$22K
RCIM
578
Red Cedar Investment Management
Michigan
$20K
AssetMark Inc
579
AssetMark Inc
California
$19K +$397 +2 +2%
ME
580
McIlrath & Eck
Washington
$18K
EK
581
Evensky & Katz
Florida
$18K +$198 +1 +1%
SIS
582
Sound Income Strategies
Florida
$17K -$2.58K -13 -13%
ANBT
583
American National Bank & Trust
Texas
$17K
LF
584
Lee Financial
Texas
$17K
CFN
585
Cordasco Financial Network
Florida
$14K
CI
586
CX Institutional
Indiana
$13K -$12.5K -63 -47%
EI
587
Ellevest Inc
New York
$13K
MCM
588
McMillion Capital Management
North Carolina
$13K
HGWM
589
Harvest Group Wealth Management
Massachusetts
$13K +$10.9K +55 +367%
MWC
590
MBM Wealth Consultants
Missouri
$12K
CFG
591
Citizens Financial Group
Rhode Island
$11K
WPA
592
West Paces Advisors
Georgia
$11K +$11.3K +57 New
EWM
593
Elmwood Wealth Management
California
$10K
HDIM
594
Hanson & Doremus Investment Management
Vermont
$10K
AIM
595
Anchor Investment Management
South Carolina
$9.01K
AIC
596
Ayalon Insurance Company
Israel
$9K
BWM
597
BerganKDV Wealth Management
Minnesota
$9K
BWA
598
Burt Wealth Advisors
Maryland
$9K
FA
599
Fortis Advisors
Pennsylvania
$9K
GWS
600
Glassman Wealth Services
Virginia
$6K

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.