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iShares Russell 2000 Growth ETF

474 hedge funds and large institutions have $5.09B invested in iShares Russell 2000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 145 increasing their positions, 160 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

8% more capital invested

Capital invested by funds: $4.73B → $5.09B (+$358M)

2.06% more ownership

Funds ownership: 62.03%64.09% (+2.1%)

0% more funds holding

Funds holding: 474474 (0)

9% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 160

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

49% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $21M

Holders
474
Holders Change
Holders Change %
0%
% of All Funds
11.82%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.72%
New
49
Increased
145
Reduced
160
Closed
42
Calls
$10.8M
Puts
$21M
Net Calls
-$10.2M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$8.57M +$27.5K +167 +0.3%
SWPG
77
Strategic Wealth Partners Group
Illinois
$8.29M -$104K -634 -1%
SEI Investments
78
SEI Investments
Pennsylvania
$8.19M -$706K -4,290 -8%
DPIM
79
Duff & Phelps Investment Management
Illinois
$7.97M
FC
80
Ferris Capital
Massachusetts
$7.94M +$7.74M +47,053 New
ZB
81
Zions Bancorporation
Utah
$7.85M -$1.36M -8,261 -15%
CC
82
Courier Capital
New York
$7.56M +$58.8K +357 +0.8%
BF
83
BOK Financial
Oklahoma
$7.43M -$715K -4,341 -9%
MCM
84
MAI Capital Management
Ohio
$7.35M -$112K -680 -2%
CCA
85
Cobblestone Capital Advisors
New York
$7.34M -$65.8K -400 -0.9%
Franklin Resources
86
Franklin Resources
California
$7.33M -$326K -1,978 -4%
BCIM
87
Bishop & Co Investment Management
Pennsylvania
$7.32M -$268K -1,628 -4%
BAAM
88
Baker Avenue Asset Management
California
$7.29M +$348K +2,115 +5%
CFB
89
Cullen/Frost Bankers
Texas
$6.96M +$10.9K +66 +0.2%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$6.85M +$445K +2,706 +7%
Creative Planning
91
Creative Planning
Kansas
$6.67M -$304K -1,849 -4%
WTC
92
WhitTier Trust Company
Nevada
$6.66M
CGA
93
Crescent Grove Advisors
Illinois
$6.62M +$6.46M +39,222 New
TRCT
94
Tower Research Capital (TRC)
New York
$6.38M -$177K -1,075 -3%
PFBT
95
Parkside Financial Bank & Trust
Missouri
$6.19M +$249K +1,513 +4%
BPCE
96
Bank Pictet & Cie (Europe)
Germany
$6.18M +$4.63M +28,120 +331%
OCM
97
One Capital Management
California
$6.11M -$3.32M -20,176 -36%
V
98
Veritable
Delaware
$5.99M -$1.14M -6,904 -16%
TH
99
Timber Hill
Connecticut
$5.88M -$5.04M -30,606 -47%
AG
100
Advisor Group
Arizona
$5.83M +$185K +1,125 +3%

IWO Hedge Fund Activity: Q2 2017 in Review

474 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2017, worth a combined $5.09B — up 7.6% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IWO positions and 42 closed out — a net gain of 7 holders — while 145 added to existing stakes and 160 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $94.6M. The largest seller was Palisade Capital Management, exiting entirely with an estimated $88.2M sold.

  • 474 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $5.09B of iShares Russell 2000 Growth ETF stock for Q2 2017, up 7.6% quarter-over-quarter.
  • 49 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2017 and 42 closed out, a net change of +7 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2017 was Wellington Management Group, an estimated $94.6M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2017 was Palisade Capital Management, an estimated $88.2M sold.

Based on aggregated 13F filings for Q2 2017.