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iShares Russell 2000 Growth ETF

613 hedge funds and large institutions have $6.33B invested in iShares Russell 2000 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 71.29%72.26% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less capital invested

Capital invested by funds: $6.5B → $6.33B (-$168M)

3% less funds holding

Funds holding: 631613 (-18)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

51% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $57.8M

Holders
613
Holders Change
-18
Holders Change %
-2.85%
% of All Funds
13.44%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
45
Increased
149
Reduced
227
Closed
57
Calls
$28.4M
Puts
$57.8M
Net Calls
-$29.4M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
51
Cornerstone Advisors (Washington)
Washington
$18.4M +$19M +95,584 New
RFA
52
Reilly Financial Advisors
California
$17.9M -$108K -547 -0.6%
MGIA
53
Moneta Group Investment Advisors
Missouri
$17.7M -$1.08M -5,467 -6%
LCG
54
Luxor Capital Group
New York
$16.5M +$17M +85,672 New
CL
55
Choreo LLC
Illinois
$15.7M -$278K -1,401 -2%
CAM
56
Crestone Asset Management
Colorado
$15.3M -$1.05M -5,293 -6%
MML Investors Services
57
MML Investors Services
Massachusetts
$14.7M -$2.24M -11,290 -13%
ANTB
58
AMG National Trust Bank
Colorado
$14.7M +$20.2K +102 +0.1%
MA
59
MUFG Americas
New York
$13.9M -$365K -1,840 -2%
ECM
60
ExodusPoint Capital Management
New York
$13.7M +$14.1M +71,225 New
Stifel Financial
61
Stifel Financial
Missouri
$13.1M -$2.63M -13,277 -16%
Fiera Capital (Canada)
62
Fiera Capital (Canada)
Quebec, Canada
$12.8M +$5.38M +27,138 +69%
HighTower Advisors
63
HighTower Advisors
Illinois
$12.6M +$298K +1,504 +2%
PAG
64
Private Advisor Group
New Jersey
$12.2M +$5.11M +25,798 +70%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$11.7M -$956K -4,820 -7%
TSS
66
Two Sigma Securities
New York
$11.6M +$5.26M +26,521 +79%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$11.6M +$81.1K +409 +0.7%
Lido Advisors
68
Lido Advisors
California
$11.3M -$416K -2,096 -3%
MCM
69
MAI Capital Management
Ohio
$10.4M +$153K +771 +1%
UBS AM
70
UBS AM
Illinois
$10.1M +$5.28M +26,620 +103%
AG
71
Advisor Group
Arizona
$10.1M +$531K +2,679 +5%
CA
72
Cetera Advisors
Colorado
$9.8M -$224K -1,132 -2%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$9.73M +$832K +4,199 +9%
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$9.51M +$187K +945 +2%
DPIM
75
Duff & Phelps Investment Management
Illinois
$9.1M

IWO Hedge Fund Activity: Q3 2019 in Review

613 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2019, worth a combined $6.33B — down 2.6% from $6.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of IWO and 45 opened new positions — a net loss of 12 holders — while 227 trimmed existing stakes and 149 added.

The largest buyer was Wells Fargo, adding an estimated $101M. The largest seller was Jane Street, exiting entirely with an estimated $56.9M sold.

  • 613 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2019, down from 631 in Q2 2019.
  • Funds reported $6.33B of iShares Russell 2000 Growth ETF stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2019 and 57 closed out, a net change of -12 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2019 was Wells Fargo, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2019 was Jane Street, an estimated $56.9M sold.

Based on aggregated 13F filings for Q3 2019.