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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
Macquarie Group
626
Macquarie Group
Australia
$19K
PMFA
627
Plante Moran Financial Advisors
Michigan
$19K +$3.94K +18 +26%
DSC
628
Duncker Streett & Co
Missouri
$17K
SFSIG
629
San Francisco Sentry Investment Group
California
$17K
CFN
630
Cordasco Financial Network
Florida
$16K
HGWM
631
Harvest Group Wealth Management
Massachusetts
$16K
EI
632
Ellevest Inc
New York
$15K -$36.8K -168 -71%
LWA
633
Lowe Wealth Advisors
Maryland
$15K +$14.7K +67 New
JFA
634
JNBA Financial Advisors
Minnesota
$14K
MWC
635
MBM Wealth Consultants
Missouri
$14K
PP
636
PrairieView Partners
Minnesota
$14K +$5.03K +23 +59%
PFO
637
Pathstone Family Office
New Jersey
$13K -$136K -622 -91%
APWM
638
Atlas Private Wealth Management
New York
$13K
EK
639
Evensky & Katz
Florida
$13K
HDIM
640
Hanson & Doremus Investment Management
Vermont
$12K
LGWM
641
Litman Gregory Wealth Management
California
$12K
PCWA
642
Pacific Capital Wealth Advisors
California
$12K +$11.8K +54 New
FWM
643
Filbrandt Wealth Management
Wisconsin
$12K +$12.3K +56 New
AIC
644
Ayalon Insurance Company
Israel
$11K
BWA
645
Burt Wealth Advisors
Maryland
$11K
PCG
646
Private Capital Group
Connecticut
$11K
RWA
647
Ropes Wealth Advisors
Massachusetts
$11K
JWM
648
Jeppson Wealth Management
California
$11K +$10.9K +50 New
KPCM
649
Kings Point Capital Management
New York
$11K +$10.9K +50 New
EWM
650
Elmwood Wealth Management
California
$10K

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.