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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
SXL
676
Summit X LLC
Missouri
$886 +$74K +338 New
Millennium Management
677
Millennium Management
New York
$296 -$682K -3,117 -70%
ED
678
Exane Derivatives
France
$222
Koshinski Asset Management
679
Koshinski Asset Management
Illinois
$201 -$176K -806 -49%
G
680
Gainplan
Michigan
-$38.4M -185,609 Closed
PP
681
Prudential plc
United Kingdom
-$4.7M -22,700 Closed
CCM
682
Corsair Capital Management
New York
-$3.19M -15,410 Closed
Victory Capital Management
683
Victory Capital Management
Texas
-$1.98M -9,547 Closed
Simplex Trading
684
Simplex Trading
Illinois
-$1.86M -8,978 Closed
OR
685
Olympiad Research
Connecticut
-$1.79M -8,632 Closed
NL
686
NWAM LLC
Washington
-$1.57M -7,601 Closed
CG
687
Cutler Group
California
-$1.64M -7,489 Closed
TI
688
Trexquant Investment
Connecticut
-$1.3M -6,276 Closed
RhumbLine Advisers
689
RhumbLine Advisers
Massachusetts
-$767K -3,708 Closed
PFS
690
Prospera Financial Services
Texas
-$548K -2,649 Closed
GKWIM
691
Gerber Kawasaki Wealth & Investment Management
California
-$496K -2,399 Closed
CWS
692
Cypress Wealth Services
California
-$505K -2,309 Closed
SC
693
Schoolcraft Capital
Colorado
-$467K -2,257 Closed
SBWM
694
Sunflower Bank Wealth Management
Arizona
-$388K -1,875 Closed
ACP
695
Arcus Capital Partners
Georgia
-$383K -1,852 Closed
FMT
696
First Mercantile Trust
Tennessee
-$379K -1,830 Closed
RMA
697
Roffman Miller Associates
Pennsylvania
-$378K -1,828 Closed
HIIFS
698
Harel Insurance Investments & Financial Services
Israel
-$372K -1,800 Closed
HFA
699
High Falls Advisors
New York
-$347K -1,678 Closed
QC
700
QCM Cayman
Texas
-$315K -1,523 Closed

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.