We are live on ! Find out more
IWO icon

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
LC
626
Lindbrook Capital
California
$1K
DWM
627
Doyle Wealth Management
Florida
$1K +$593 +3 New
AIP
628
Ameritas Investment Partners
Nebraska
$1K +$1.38K +7 New
Loomis, Sayles & Company
629
Loomis, Sayles & Company
Massachusetts
$1K +$1.38K +7 New
MWM
630
Meridian Wealth Management
Kentucky
$656 +$64.5K +326 New
BRWM
631
B. Riley Wealth Management
Tennessee
$473
ED
632
Exane Derivatives
France
$201
WIM
633
Westside Investment Management
California
$30 +$29.7K +150 New
HCM
634
Highfields Capital Management
Massachusetts
-$25.6M -130,205 Closed
NFG
635
Noven Financial Group
Colorado
-$21.8M -110,808 Closed
CL
636
Cabana LLC
Arkansas
-$16.8M -85,605 Closed
FIA
637
Foundations Investment Advisors
Arizona
-$15.1M -76,671 Closed
Squarepoint
638
Squarepoint
New York
-$3.41M -17,359 Closed
JCM
639
Julex Capital Management
Massachusetts
-$3.2M -16,279 Closed
Manulife (Manufacturers Life Insurance)
640
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$3.19M -16,200 Closed
CEP
641
Chicago Equity Partners
Illinois
-$2.76M -14,055 Closed
QIM
642
Quantitative Investment Management
Virginia
-$1.56M -7,936 Closed
GFPC
643
Global Financial Private Capital
Florida
-$1.51M -7,660 Closed
BA
644
Broadview Advisors
Wisconsin
-$1.32M -6,700 Closed
Millennium Management
645
Millennium Management
New York
-$782K -3,975 Closed
MC
646
Mathes Company
New York
-$576K -2,930 Closed
MIM
647
MetLife Investment Management
New Jersey
-$564K -2,869 Closed
Verition Fund Management
648
Verition Fund Management
Connecticut
-$508K -2,581 Closed
WS
649
Wedbush Securities
California
-$393K -2,000 Closed
AI
650
Atria Investments
North Carolina
-$393K -1,996 Closed

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.