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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
WLPWM
601
Walled Lake Planning & Wealth Management
Illinois
$36K +$8.54K +39 +32%
CB
602
Community Bank
New York
$35K -$2.41K -11 -6%
PAI
603
Pittenger & Anderson Inc
Nebraska
$34K
FMTCOCP
604
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K -$4.82K -22 -13%
CFD
605
Creative Financial Designs
Indiana
$33K
ETI
606
Enterprise Trust & Investment
California
$33K
VCM
607
Versant Capital Management
Arizona
$33K
FMII
608
Farmers & Merchants Investments Inc
Nebraska
$32K
SFC
609
SYM Financial Corp
Indiana
$31K -$5.91K -27 -16%
HI
610
Human Investing
Oregon
$31K
GI
611
Gradient Investments
Minnesota
$28K -$2.41K -11 -8%
NSB
612
Norway Savings Bank
Maine
$28K
CIAS
613
Capital Investment Advisory Services
North Carolina
$28K +$16.4K +75 +142%
IRAG
614
Investment Research & Advisory Group
Georgia
$26K
TC
615
Trust Company
Kansas
$26K
CAAS
616
Capital Asset Advisory Services
Michigan
$25K
ADL
617
Asset Dedication LLC
California
$25K +$1.75K +8 +8%
FP
618
Financial Perspectives
Minnesota
$22.8K
HWA
619
HCR Wealth Advisors
California
$22K -$5.69K -26 -20%
PB
620
Pinnacle Bancorp
Nebraska
$22K
JCM
621
Jacobi Capital Management
Pennsylvania
$21K -$619K -2,827 -97%
ME
622
McIlrath & Eck
Washington
$21K
GTAM
623
Global Trust Asset Management
Florida
$21K +$20.8K +95 New
ACA
624
Aptus Capital Advisors
Alabama
$20K -$79.9K -365 -80%
SIS
625
Sound Income Strategies
Florida
$20K

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.