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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
PWMG
601
Prestige Wealth Management Group
New Jersey
$6K
1NWS
602
1 North Wealth Services
Maryland
$6K +$6.34K +32 New
AA
603
Advisory Alpha
Michigan
$5.08K +$5.35K +27 New
EWA
604
Evolution Wealth Advisors
Florida
$5K +$4.96K +25 New
GT
605
Glenmede Trust
Pennsylvania
$4.21K -$10.1K -51 -0.2%
SWA
606
Sutton Wealth Advisors
Florida
$4.05K
BWA
607
BDO Wealth Advisors
Florida
$4K
LWM
608
Liberty Wealth Management
California
$4K
IF
609
Ironwood Financial
Arizona
$3K
UB
610
UMB Bank
Missouri
$2.12K -$190K -956 -8%
LC
611
Lindbrook Capital
California
$2K
RIA
612
RPG Investment Advisory
California
$2K
VNA
613
Valley National Advisers
Pennsylvania
$2K
AWM
614
Avior Wealth Management
Nebraska
$1K
SIAP
615
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$1.39K +7 New
AMCA
616
Arthur M. Cohen & Associates
Illinois
$278 +$24.4K +123 +9%
ED
617
Exane Derivatives
France
$193
Jane Street
618
Jane Street
New York
-$56.9M -286,921 Closed
TRCT
619
Tower Research Capital (TRC)
New York
-$26.8M -133,212 Closed
Citadel Advisors
620
Citadel Advisors
Florida
-$16.3M -81,987 Closed
SCM
621
Sandler Capital Management
New York
-$9.44M -47,000 Closed
HIM
622
Hanlon Investment Management
New Jersey
-$29K -28,720 Closed
Two Sigma Advisers
623
Two Sigma Advisers
New York
-$4.22M -21,000 Closed
RWP
624
RWA Wealth Partners
Massachusetts
-$2.97M -14,801 Closed
RCAG
625
Rehmann Capital Advisory Group
Michigan
-$2.52M -12,533 Closed

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.