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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
TFGT
576
TS Financial Group (TSFG)
Illinois
$67K
FA
577
Financial Advantage
Maryland
$66K
BCM
578
Bourgeon Capital Management
Connecticut
$61K
WB
579
West Bancorporation
Iowa
$61K
IBOK
580
Independence Bank of Kentucky
Kentucky
$59K +$19.3K +88 +49%
GEA
581
Glen Eagle Advisors
New Jersey
$57.8K -$5.47K -25 -9%
CT
582
Caldwell Trust
Florida
$57.2K
LDFR
583
Lehman & Derafelo Financial Resources
Pennsylvania
$56K -$32.4K -148 -37%
TIM
584
Tortoise Investment Management
New York
$55K
LWS
585
Lucia Wealth Services
California
$54K
PCTC
586
Perkins Coie Trust Company
Washington
$48K
CHA
587
Carmichael Hill & Associates
Maryland
$48K +$8.76K +40 +23%
IFAM
588
Institutional & Family Asset Management
Colorado
$45K +$2.63K +12 +6%
DAC
589
Dividend Assets Capital
South Carolina
$44K
RBC
590
Roble Belko & Company
Pennsylvania
$44K
SIM
591
Sonora Investment Management
Arizona
$43K -$32.8K -150 -44%
JHCP
592
Jackson Hole Capital Partners
Oklahoma
$43K
CCP
593
Clarkston Capital Partners
Michigan
$42K +$219 +1 +0.5%
TWA
594
TCI Wealth Advisors
Arizona
$40K -$71.8K -328 -65%
AA
595
Ancora Advisors
Ohio
$39K
APC
596
Aspire Private Capital
North Carolina
$39K
NSIM
597
North Star Investment Management
Illinois
$38K
SFA
598
Semmax Financial Advisors
North Carolina
$38K +$219 +1 +0.6%
AIC
599
Archer Investment Corporation
Indiana
$36.8K
SFSG
600
Stearns Financial Services Group
North Carolina
$36K +$219 +1 +0.6%

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.