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iShares Russell 2000 Growth ETF

631 hedge funds and large institutions have $6.5B invested in iShares Russell 2000 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 164 increasing their positions, 237 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 69.92%71.29% (+1.4%)

1% more capital invested

Capital invested by funds: $6.46B → $6.5B (+$35M)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 641631 (-10)

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

31% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 237

46% less call options, than puts

Call options by funds: $37.2M | Put options by funds: $68.5M

Holders
631
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
13.71%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.5%
New
53
Increased
164
Reduced
237
Closed
56
Calls
$37.2M
Puts
$68.5M
Net Calls
-$31.3M
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
JA
51
JOYN Advisors
Georgia
$23.4M +$294K +1,488 +1%
BlackRock
52
BlackRock
New York
$22.6M -$6.57M -33,218 -23%
SAM
53
Silvercrest Asset Management
New York
$21.9M -$82.1K -415 -0.4%
BPB
54
Badgley, Phelps & Bell
Washington
$21.2M +$143K +721 +0.7%
MGIA
55
Moneta Group Investment Advisors
Missouri
$19.6M +$66.1K +334 +0.3%
RFA
56
Reilly Financial Advisors
California
$18.8M -$3.29M -16,642 -15%
MML Investors Services
57
MML Investors Services
Massachusetts
$17.6M +$712K +3,602 +4%
CAM
58
Crestone Asset Management
Colorado
$17M -$158K -801 -0.9%
CL
59
Choreo LLC
Illinois
$16.7M -$505K -2,554 -3%
Citadel Advisors
60
Citadel Advisors
Florida
$16.5M +$9.48M +47,943 +141%
Stifel Financial
61
Stifel Financial
Missouri
$16.2M -$2.07M -10,464 -11%
ANTB
62
AMG National Trust Bank
Colorado
$15.3M -$104K -526 -0.7%
MA
63
MUFG Americas
New York
$14.8M -$519K -2,624 -3%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$13.2M +$1.05M +5,299 +9%
HighTower Advisors
65
HighTower Advisors
Illinois
$12.8M -$2.12M -10,731 -14%
Lido Advisors
66
Lido Advisors
California
$12.2M -$253K -1,280 -2%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$12M -$83.5K -422 -0.7%
MCM
68
MAI Capital Management
Ohio
$10.6M +$260K +1,314 +3%
CA
69
Cetera Advisors
Colorado
$10.4M -$305K -1,544 -3%
AG
70
Advisor Group
Arizona
$9.98M +$1.68M +8,487 +21%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$9.73M -$121K -610 -1%
DPIM
72
Duff & Phelps Investment Management
Illinois
$9.48M
UCFA
73
United Capital Financial Advisors
Texas
$9.47M -$7.73M -39,097 -45%
SWPG
74
Strategic Wealth Partners Group
Illinois
$9.47M +$86.4K +437 +0.9%
SCM
75
Sandler Capital Management
New York
$9.44M +$9.3M +47,000 New

IWO Hedge Fund Activity: Q2 2019 in Review

631 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2019, worth a combined $6.5B — up 0.54% from $6.46B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IWO and 53 opened new positions — a net loss of 3 holders — while 237 trimmed existing stakes and 164 added.

The largest buyer was TIAA FSB, adding an estimated $255M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 631 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2019, down from 641 in Q1 2019.
  • Funds reported $6.5B of iShares Russell 2000 Growth ETF stock for Q2 2019, up 0.54% quarter-over-quarter.
  • 53 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2019 and 56 closed out, a net change of -3 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $255M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2019 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.