We are live on ! Find out more
IWO icon

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
FTS
626
Fifth Third Securities
Ohio
-$2.03M -10,118 Closed
Marshall Wace
627
Marshall Wace
United Kingdom
-$1.47M -7,393 Closed
CC
628
Crosslink Capital
California
-$1.05M -5,230 Closed
MPPLM
629
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$872K -4,340 Closed
CA
630
CastleArk Alternatives
Illinois
-$803K -4,000 Closed
JG
631
Jefferies Group
New York
-$743K -3,700 Closed
FPFS
632
First Personal Financial Services
North Carolina
-$733K -3,650 Closed
Renaissance Technologies
633
Renaissance Technologies
New York
-$723K -3,600 Closed
SG Americas Securities
634
SG Americas Securities
New York
-$583K -2,900 Closed
VCWA
635
Vanguard Capital Wealth Advisors
Colorado
-$544K -2,710 Closed
LCG
636
Lisanti Capital Growth
New York
-$385K -1,915 Closed
CAM
637
Cresset Asset Management
Illinois
-$323K -1,606 Closed
PA
638
PFG Advisors
Arizona
-$300K -1,466 Closed
DLHL
639
Donald L. Hagan LLC
Florida
-$278K -1,385 Closed
SFA
640
Sequoia Financial Advisors
Ohio
-$265K -1,321 Closed
MCP
641
Mirador Capital Partners
California
-$250K -1,246 Closed
GP
642
Girard Partners
Pennsylvania
-$248K -1,235 Closed
CAM
643
Concorde Asset Management
Michigan
-$234K -1,169 Closed
KWM
644
Kingsview Wealth Management
Oregon
-$225K -1,121 Closed
PGA
645
Portland Global Advisors
Maine
-$216K -1,075 Closed
DSC
646
Duncker Streett & Co
Missouri
-$204K -1,016 Closed
WA
647
Wealth Architects
California
-$203K -1,012 Closed
PIP
648
Peachtree Investment Partners
Florida
-$203K -1,010 Closed
AIA
649
Arbor Investment Advisors
North Carolina
-$201K -1,002 Closed
DDC
650
DF Dent & Co
Maryland
-$201K -1,000 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.