We are live on ! Find out more
IWO icon

iShares Russell 2000 Growth ETF

477 hedge funds and large institutions have $5.51B invested in iShares Russell 2000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 154 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

8% more capital invested

Capital invested by funds: $5.09B → $5.51B (+$427M)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

1% more funds holding

Funds holding: 474477 (+3)

0.39% more ownership

Funds ownership: 64.09%64.49% (+0.39%)

0% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 154

64% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $37.3M

Holders
477
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
11.89%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.75%
New
45
Increased
154
Reduced
154
Closed
37
Calls
$13.5M
Puts
$37.3M
Net Calls
-$23.7M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
51
BlackRock
New York
$18.5M -$9.87M -58,114 -36%
JA
52
JOYN Advisors
Georgia
$17.6M +$197K +1,161 +1%
Brown Advisory
53
Brown Advisory
Maryland
$17.4M -$476K -2,802 -3%
ACH
54
ArrowMark Colorado Holdings
Colorado
$17.4M +$7.58M +44,610 +85%
CL
55
Choreo LLC
Illinois
$17.4M -$790K -4,651 -5%
IA
56
IndexIQ Advisors
New York
$16.6M -$2.77M -16,325 -15%
HS
57
Huntington Steele
Pennsylvania
$16M +$103K +606 +0.7%
LCM
58
Landscape Capital Management
New Jersey
$16M -$10.8M -63,378 -42%
RFA
59
Reilly Financial Advisors
California
$16M +$108K +633 +0.7%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$15.5M +$151K +889 +1%
MA
61
MUFG Americas
New York
$15.4M -$334K -1,966 -2%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$15.3M +$1.73M +10,157 +13%
ANTB
63
AMG National Trust Bank
Colorado
$14.9M +$1.36M +8,030 +11%
Ameriprise
64
Ameriprise
Minnesota
$14.9M +$2.05M +12,057 +17%
WPW
65
Waldron Private Wealth
Pennsylvania
$14.5M -$10K -59 -0.1%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$14.1M -$200K -1,179 -1%
TCM
67
TimesSquare Capital Management
New York
$12.5M -$9.34M -55,000 -44%
KSA
68
Ken Stern & Associates
California
$11.4M +$224K +1,319 +2%
CAM
69
Crestone Asset Management
Colorado
$11.3M -$2.52M -14,817 -19%
UCFA
70
United Capital Financial Advisors
Texas
$11.2M +$528K +3,106 +5%
SEI Investments
71
SEI Investments
Pennsylvania
$10.5M +$1.74M +10,227 +21%
BPB
72
Badgley, Phelps & Bell
Washington
$10.1M +$170K +1,002 +2%
SQA
73
Simon Quick Advisors
New Jersey
$9.51M +$9.02M +53,127 New
FT
74
Fiduciary Trust
Massachusetts
$9.42M +$226K +1,332 +3%
CA
75
Cetera Advisors
Colorado
$9.14M +$64.7K +381 +0.8%

IWO Hedge Fund Activity: Q3 2017 in Review

477 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2017, worth a combined $5.51B — up 8.4% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IWO positions and 37 closed out — a net gain of 8 holders — while 154 added to existing stakes and 154 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $27.6M.

  • 477 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2017, up from 474 in Q2 2017.
  • Funds reported $5.51B of iShares Russell 2000 Growth ETF stock for Q3 2017, up 8.4% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2017 and 37 closed out, a net change of +8 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2017 was Morgan Stanley, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2017.