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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
RIA
701
Realta Investment Advisors
Delaware
-$301K -1,457 Closed
WWM
702
Windsor Wealth Management
Indiana
-$246K -1,189 Closed
LCG
703
Lisanti Capital Growth
New York
-$233K -1,125 Closed
GIA
704
Gladstone Institutional Advisory
Florida
-$231K -1,118 Closed
BCM
705
Beck Capital Management
Texas
-$228K -1,101 Closed
GT
706
Greenleaf Trust
Michigan
-$205K -993 Closed
LWP
707
Legacy Wealth Planning
Nevada
-$205K -989 Closed
AF
708
Arrow Financial
New York
-$160K -775 Closed
SLF
709
Sun Life Financial
Ontario, Canada
-$110K -530 Closed
PA
710
Procyon Advisors
Connecticut
-$103K -499 Closed
ACA
711
Atlas Capital Advisors
Wyoming
-$57.1K -276 Closed
MA
712
Modus Advisors
Minnesota
-$57K -275 Closed
HWA
713
HHM Wealth Advisors
Tennessee
-$41K -200 Closed
THWM
714
Taylor Hoffman Wealth Management
Virginia
-$36K -175 Closed
KPW
715
Kore Private Wealth
New York
-$26K -129 Closed
OPS
716
Orion Portfolio Solutions
Nebraska
-$26K -124 Closed
TCM
717
TD Capital Management
Tennessee
-$24K -116 Closed
RCIM
718
Red Cedar Investment Management
Michigan
-$21K -103 Closed
LF
719
Lee Financial
Texas
-$19K -90 Closed
ANBT
720
American National Bank & Trust
Texas
-$14K -68 Closed
PWP
721
Principle Wealth Partners
Connecticut
-$14K -67 Closed
CFG
722
Citizens Financial Group
Rhode Island
-$12K -58 Closed
RDWM
723
Red Door Wealth Management
Tennessee
-$7K -34 Closed
TH
724
TCTC Holdings
Texas
-$6K -30 Closed
AWM
725
Apollon Wealth Management
South Carolina
-$6K -28 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.