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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
FCFC
651
First Commonwealth Financial Corp
Pennsylvania
-$386K -1,961 Closed
TFS
652
Thoroughbred Financial Services
Tennessee
-$357K -1,815 Closed
IP
653
Intellectus Partners
California
-$317K -1,612 Closed
BWM
654
BT Wealth Management
Georgia
-$313K -1,590 Closed
TC
655
Telemus Capital
Michigan
-$281K -1,431 Closed
MPW
656
MA Private Wealth
California
-$264K -1,343 Closed
SS
657
Simplicity Solutions
Minnesota
-$236K -1,198 Closed
GLA
658
Good Life Advisors
Pennsylvania
-$235K -1,191 Closed
DIM
659
Delta Investment Management
California
-$233K -1,189 Closed
GIP
660
Greatmark Investment Partners
Georgia
-$222K -1,130 Closed
BCC
661
Bridge City Capital
Oregon
-$215K -1,094 Closed
FA
662
FDx Advisors
Illinois
-$215K -1,094 Closed
VFA
663
Voya Financial Advisors
Connecticut
-$213K -1,093 Closed
FWM
664
Frontier Wealth Management
Missouri
-$209K -1,064 Closed
PFPT
665
Pinnacle Financial Partners (Tennessee)
Tennessee
-$179K -911 Closed
SPL
666
Smart Portfolios LLC
Washington
-$159K -808 Closed
IWP
667
Icon Wealth Partners
Texas
-$140K -710 Closed
SWM
668
SeaCrest Wealth Management
New York
-$92K -467 Closed
OWA
669
One Wealth Advisors
California
-$69K -351 Closed
BMM
670
Buffington Mohr McNeal
Idaho
-$49K -250 Closed
CMO
671
Covenant Multifamily Offices
Texas
-$41K -208 Closed
PGWM
672
Parisi Gray Wealth Management
New Jersey
-$39K -196 Closed
AIA
673
Alera Investment Advisors
Illinois
-$38K -194 Closed
NSIM
674
North Star Investment Management
Illinois
-$33K -170 Closed
LFA
675
Legacy Financial Advisors
Kentucky
-$28K -141 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.