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iShares Russell 2000 Growth ETF
IWO

804 hedge funds and large institutions have $8.64B invested in iShares Russell 2000 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 205 increasing their positions, 229 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 39

48% more funds holding in top 10

Funds holding in top 10: 23 → 34 (+11)

29% more capital invested

Capital invested by funds: $6.68B → $8.64B (+$1.96B)

19% more funds holding

Funds holding: 677 → 804 (+127)

0.31% less ownership

Funds ownership: 73.55% → 73.23% (-0.31%)

10% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 229

81% less call options, than puts

Call options by funds: $63.2M | Put options by funds: $331M

Holders
804
Holders Change
+127
Holders Change %
+18.76%
% of All Funds
14.23%
Holding in Top 10
34
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+47.83%
% of All Funds
0.6%
New
180
Increased
205
Reduced
229
Closed
39
Calls
$63.2M
Puts
$331M
Net Calls
-$267M
Net Calls Change
-$187M

Top Buyers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$153M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$63.7M
3
G
Gainplan
Michigan
+$35.3M
4
Barclays
Barclays
United Kingdom
+$30.7M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$27.1M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$117M
2
Truist Financial
Truist Financial
North Carolina
-$112M
3
Citigroup
Citigroup
New York
-$49.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$36M
5
BCI
Brinker Capital Investments
Pennsylvania
-$29.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
801
Truvestments Capital
Florida
$1K +$1.02K +4 New
JAWM
802
J. Arnold Wealth Management
Ohio
$1K +$1.27K +5 New
TFA
803
Toth Financial Advisory
Virginia
$1K +$1.27K +5 New
ED
804
Exane Derivatives
France
$287 – – –
AIM
805
Axiom Investment Management
New York
$154 -$63.5K -249 -46%
BCI
806
Brinker Capital Investments
Pennsylvania
– -$29.2M -131,700 Closed
TRCT
807
Tower Research Capital (TRC)
New York
– -$13.7M -61,941 Closed
HRCM
808
Hood River Capital Management
Florida
– -$5.7M -25,750 Closed
FTUS
809
Flow Traders U.S.
New York
– -$4M -18,081 Closed
Renaissance Technologies
810
Renaissance Technologies
New York
– -$2.3M -10,400 Closed
DC
811
Diametric Capital
Massachusetts
– -$2.13M -9,600 Closed
AI
812
Atria Investments
North Carolina
– -$1.99M -9,002 Closed
CWM
813
Connecticut Wealth Management
Connecticut
– -$1.32M -5,982 Closed
Verition Fund Management
814
Verition Fund Management
Connecticut
– -$783K -3,534 Closed
Squarepoint
815
Squarepoint
New York
– -$568K -2,565 Closed
MPPLM
816
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$425K -1,919 Closed
BO
817
Bank OZK
Arkansas
– -$332K -1,500 Closed
AMCA
818
Arthur M. Cohen & Associates
Illinois
– -$214K -1,449 Closed
FCCM
819
First City Capital Management
Georgia
– -$313K -1,313 Closed
CAM
820
Cozad Asset Management
Illinois
– -$286K -1,293 Closed
IC
821
IEQ Capital
California
– -$250K -1,130 Closed
HCA
822
Harbour Capital Advisors
Virginia
– -$243K -1,095 Closed
FA
823
Faithward Advisors
Pennsylvania
– -$213K -960 Closed
CSPIA
824
Cary Street Partners Investment Advisory
Virginia
– -$117K -530 Closed
FHA
825
Flagship Harbor Advisors
Massachusetts
– -$97K -439 Closed
30 31 32
33
34

IWO Hedge Fund Activity: Q4 2020 in Review

804 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2020, worth a combined $8.64B — up 29% from $6.68B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new IWO positions and 39 closed out — a net gain of 141 holders — while 205 added to existing stakes and 229 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $153M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $117M.

  • 804 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2020, up from 677 in Q3 2020.
  • Funds reported $8.64B of iShares Russell 2000 Growth ETF stock for Q4 2020, up 29% quarter-over-quarter.
  • 180 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2020 and 39 closed out, a net change of +141 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $153M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2020.