iShares Russell 2000 Growth ETF
825 hedge funds and large institutions have $9.43B invested in iShares Russell 2000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 203 increasing their positions, 299 reducing their positions, and 59 closing their positions.
54% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 59
9% more capital invested
Capital invested by funds: $8.64B → $9.43B (+$789M)
4.6% more ownership
Funds ownership: 73.23% → 77.84% (+4.6%)
3% more funds holding
Funds holding: 804 → 825 (+21)
3% less funds holding in top 10
Funds holding in top 10: 34 → 33 (-1)
32% less repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 299
75% less call options, than puts
Call options by funds: $120M | Put options by funds: $483M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$225M |
| 2 |
Morgan Stanley
New York
|
+$157M |
| 3 |
Goldman Sachs
New York
|
+$126M |
| 4 |
BlackRock
New York
|
+$89.4M |
| 5 |
MCM
MKP Capital Management
New York
|
+$59.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$71.7M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$45.1M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$41.6M |
| 4 |
G
Gainplan
Bloomfield Hills,
Michigan
|
-$39.8M |
| 5 |
Barclays
London,
United Kingdom
|
-$35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWA
876
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$14K | -49 | Closed |
|
|
BFG
877
Baron Financial Group
Fair Lawn,
New Jersey
| – | -$12K | -42 | Closed |
|
|
FCH
878
Freestone Capital Holdings
Seattle,
Washington
| – | -$11.8K | -41 | Closed |
|
|
GA
879
GoalVest Advisory
New York
| – | -$9K | -32 | Closed |
|
|
RPWA
880
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | -$8K | -27 | Closed |
|
|
BWM
881
Baystate Wealth Management
Boston,
Massachusetts
| – | -$6K | -22 | Closed |
|
|
RIA
882
RPG Investment Advisory
Pleasanton,
California
| – | -$3K | -10 | Closed |
|
883
Marshall Wace
London,
United Kingdom
| – | -$1.24K | -4 | Closed |
|
|
TFS
884
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$1K | -2 | Closed |
|
IWO Hedge Fund Activity: Q1 2021 in Review
825 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2021, worth a combined $9.43B — up 9.1% from $8.64B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new IWO positions and 59 closed out — a net gain of 32 holders — while 203 added to existing stakes and 299 trimmed.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $225M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $71.7M sold.
- 825 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2021, up from 804 in Q4 2020.
- Funds reported $9.43B of iShares Russell 2000 Growth ETF stock for Q1 2021, up 9.1% quarter-over-quarter.
- 91 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2021 and 59 closed out, a net change of +32 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q1 2021 was BNP Paribas Financial Markets, an estimated $225M added.
- The largest iShares Russell 2000 Growth ETF seller in Q1 2021 was Bank of Nova Scotia, an estimated $71.7M sold.
Based on aggregated 13F filings for Q1 2021.