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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
Ameriprise
51
Ameriprise
Minnesota
$16.5M -$745K -3,404 -4%
MGIA
52
Moneta Group Investment Advisors
Missouri
$16.5M +$1.08M +4,957 +7%
VCS
53
Vaughan & Co Securities
New Jersey
$16.4M -$62.8K -287 -0.4%
V
54
Veritable
Delaware
$16.1M +$159K +725 +1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$15.5M -$173K -791 -1%
CAM
56
Crestone Asset Management
Colorado
$15M -$66.8K -305 -0.4%
KAS
57
Kestra Advisory Services
Texas
$14.8M +$15M +68,316 New
ANTB
58
AMG National Trust Bank
Colorado
$14.6M -$474K -2,165 -3%
TRCT
59
Tower Research Capital (TRC)
New York
$13.7M +$411K +1,876 +3%
Citadel Advisors
60
Citadel Advisors
Florida
$13.7M +$13.5M +61,896 New
MA
61
MUFG Americas
New York
$13.7M -$73.3K -335 -0.5%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$13.5M +$8.05M +36,797 +152%
MML Investors Services
63
MML Investors Services
Massachusetts
$13.5M -$761K -3,475 -5%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$13.1M +$399K +1,823 +3%
Stifel Financial
65
Stifel Financial
Missouri
$12.9M -$3.33M -15,192 -21%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$12.5M +$34.6K +158 +0.3%
WF
67
WoodTrust Financial
Wisconsin
$12.4M +$163K +744 +1%
MCM
68
MAI Capital Management
Ohio
$12.3M -$329K -1,505 -3%
SF
69
Synovus Financial
Georgia
$12.2M +$223K +1,017 +2%
HighTower Advisors
70
HighTower Advisors
Illinois
$12.2M +$95.2K +435 +0.8%
Creative Planning
71
Creative Planning
Kansas
$12.2M -$5.71M -26,079 -32%
UCFA
72
United Capital Financial Advisors
Texas
$11.3M -$1.14M -5,216 -9%
CC
73
Courier Capital
New York
$11.1M -$485K -2,217 -5%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$10.6M -$467K -2,135 -4%
DPIM
75
Duff & Phelps Investment Management
Illinois
$10.3M -$109K -500 -1%

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.