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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
FCM
651
Firestone Capital Management
Florida
$10K
WP
652
WealthShield Partners
North Carolina
$10K
FMB
653
Field & Main Bank
Kentucky
$10K +$9.41K +43 New
BFG
654
Baron Financial Group
New Jersey
$9.3K +$9.19K +42 New
FCH
655
Freestone Capital Holdings
Washington
$9.08K +$8.97K +41 New
CCA
656
Column Capital Advisors
Indiana
$9K
RG
657
Retirement Group
California
$9K
IRC
658
Investors Research Corp
Georgia
$7K
WCG
659
Weaver Consulting Group
California
$7K
F
660
F3Logic
Minnesota
$6.87K +$6.79K +31 New
HCP
661
Hexagon Capital Partners
Arkansas
$6K +$5.91K +27 New
BWM
662
Baystate Wealth Management
Massachusetts
$5K
YAL
663
Your Advocates Ltd
Texas
$5K +$4.82K +22 New
FFA
664
Founders Financial Alliance
North Carolina
$5K +$5.03K +23 New
SWA
665
Sutton Wealth Advisors
Florida
$4.65K
AW
666
Avion Wealth
Texas
$4K -$5.47K -25 -57%
WT
667
Washington Trust
Rhode Island
$4K
BWA
668
BDO Wealth Advisors
Florida
$3K
MA
669
MCF Advisors
Kentucky
$2K -$10.5K -48 -83%
RIA
670
RPG Investment Advisory
California
$2K
NFSG
671
Newbridge Financial Services Group
Florida
$2K +$1.75K +8 New
FCA
672
FinTrust Capital Advisors
South Carolina
$1.15K -$155K -710 -12%
RCA
673
Rowland Carmichael Advisors
Arizona
$1K
Toronto Dominion Bank
674
Toronto Dominion Bank
Ontario, Canada
$1K
AP
675
Atwood & Palmer
Missouri
$1K +$1.09K +5 New

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.