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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
SHJ
651
Sharkey, Howes & Javer
Colorado
-$154K -766 Closed
Simplex Trading
652
Simplex Trading
Illinois
-$141K -702 Closed
SMFS
653
Squar Milner Financial Services
California
-$102K -509 Closed
CF
654
Centaurus Financial
California
-$102K -506 Closed
TA
655
TCG Advisors
Texas
-$95K -473 Closed
YWP
656
YorkBridge Wealth Partners
New York
-$89K -445 Closed
FPC
657
Falcon Point Capital
California
-$66K -327 Closed
MWM
658
Meridian Wealth Management
Kentucky
-$656 -326 Closed
BCI
659
Brinker Capital Investments
Pennsylvania
-$33K -166 Closed
LWA
660
Lowe Wealth Advisors
Maryland
-$30K -150 Closed
EWM
661
Executive Wealth Management
Michigan
-$29K -146 Closed
CFA
662
Camarda Financial Advisors
Florida
-$29K -142 Closed
CWA
663
Clarus Wealth Advisors
Arizona
-$20K -100 Closed
NCM
664
Next Capital Management
New York
-$20K -100 Closed
APCM
665
Alaska Permanent Capital Management
Alaska
-$16K -80 Closed
OSNBOA
666
Old Second National Bank of Aurora
Illinois
-$7K -35 Closed
WWM
667
Willingdon Wealth Management
North Carolina
-$7K -35 Closed
MMG
668
Monetary Management Group
Missouri
-$6K -30 Closed
Parallax Volatility Advisers
669
Parallax Volatility Advisers
California
-$5K -23 Closed
MWM
670
Mascoma Wealth Management
New Hampshire
-$3K -15 Closed
AIP
671
Ameritas Investment Partners
Nebraska
-$1K -7 Closed
Loomis, Sayles & Company
672
Loomis, Sayles & Company
Massachusetts
-$1K -7 Closed
DWM
673
Doyle Wealth Management
Florida
-$1K -3 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.