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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
HDIM
601
Hanson & Doremus Investment Management
Vermont
$11K
AIC
602
Ayalon Insurance Company
Israel
$10K
BWA
603
Burt Wealth Advisors
Maryland
$10K
EWM
604
Elmwood Wealth Management
California
$10K
RWA
605
Ropes Wealth Advisors
Massachusetts
$10K
AIM
606
Anchor Investment Management
South Carolina
$9.39K
BWM
607
BerganKDV Wealth Management
Minnesota
$9K
FA
608
Fortis Advisors
Pennsylvania
$9K
OSNBOA
609
Old Second National Bank of Aurora
Illinois
$7K
PWMG
610
Prestige Wealth Management Group
New Jersey
$7K
WWM
611
Willingdon Wealth Management
North Carolina
$7K +$6.92K +35 New
MMG
612
Monetary Management Group
Missouri
$6K
GWS
613
Glassman Wealth Services
Virginia
$6K +$5.54K +28 +933%
Parallax Volatility Advisers
614
Parallax Volatility Advisers
California
$5K +$4.35K +22 +2,200%
GT
615
Glenmede Trust
Pennsylvania
$4.39K +$2.77K +14 +0.1%
SWA
616
Sutton Wealth Advisors
Florida
$4.22K
BWA
617
BDO Wealth Advisors
Florida
$4K
LWM
618
Liberty Wealth Management
California
$4K +$2.37K +12 +171%
IF
619
Ironwood Financial
Arizona
$3K
MWM
620
Mascoma Wealth Management
New Hampshire
$3K
HGWM
621
Harvest Group Wealth Management
Massachusetts
$3K +$2.97K +15 New
UB
622
UMB Bank
Missouri
$2.4K -$96.1K -486 -4%
AWM
623
Avior Wealth Management
Nebraska
$2K
RIA
624
RPG Investment Advisory
California
$2K
VNA
625
Valley National Advisers
Pennsylvania
$2K

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.