We are live on ! Find out more
IWO icon

iShares Russell 2000 Growth ETF

477 hedge funds and large institutions have $5.51B invested in iShares Russell 2000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 154 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

8% more capital invested

Capital invested by funds: $5.09B → $5.51B (+$427M)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

1% more funds holding

Funds holding: 474477 (+3)

0.39% more ownership

Funds ownership: 64.09%64.49% (+0.39%)

0% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 154

64% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $37.3M

Holders
477
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
11.89%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.75%
New
45
Increased
154
Reduced
154
Closed
37
Calls
$13.5M
Puts
$37.3M
Net Calls
-$23.7M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
76
Strategic Wealth Partners Group
Illinois
$8.99M +$193K +1,137 +2%
DPIM
77
Duff & Phelps Investment Management
Illinois
$8.45M
BAAM
78
Baker Avenue Asset Management
California
$8.44M +$668K +3,930 +9%
FC
79
Ferris Capital
Massachusetts
$8.42M
LFAS
80
Level Four Advisory Services
Texas
$8.29M +$7.55M +44,425 +2,331%
AssetMark Inc
81
AssetMark Inc
California
$8.03M -$1.02M -5,978 -12%
CC
82
Courier Capital
New York
$7.91M -$95K -559 -1%
Franklin Resources
83
Franklin Resources
California
$7.85M +$74.7K +440 +1%
MCM
84
MAI Capital Management
Ohio
$7.79M -$5.78K -34 -0.1%
Creative Planning
85
Creative Planning
Kansas
$7.72M +$615K +3,618 +9%
CCA
86
Cobblestone Capital Advisors
New York
$7.69M -$91.6K -539 -1%
CFB
87
Cullen/Frost Bankers
Texas
$7.63M +$232K +1,363 +3%
BCIM
88
Bishop & Co Investment Management
Pennsylvania
$7.47M -$277K -1,628 -4%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$7.31M +$41.4K +244 +0.6%
WTC
90
WhitTier Trust Company
Nevada
$7.06M -$1.02K -6 -0%
Jane Street
91
Jane Street
New York
$7.03M -$9.37M -55,143 -58%
AG
92
Advisor Group
Arizona
$6.92M +$698K +4,108 +12%
PFBT
93
Parkside Financial Bank & Trust
Missouri
$6.66M +$88.8K +523 +1%
ZB
94
Zions Bancorporation
Utah
$6.58M -$1.66M -9,758 -21%
BPCE
95
Bank Pictet & Cie (Europe)
Germany
$6.55M
CGA
96
Crescent Grove Advisors
Illinois
$6.48M -$513K -3,017 -8%
V
97
Veritable
Delaware
$6.37M +$12.9K +76 +0.2%
LTFS
98
Ladenburg Thalmann Financial Services
Florida
$6.27M +$633K +3,729 +12%
NFA
99
Nationwide Fund Advisors
Ohio
$6.27M +$1.88M +11,091 +46%
BF
100
BOK Financial
Oklahoma
$6.14M -$1.64M -9,664 -22%

IWO Hedge Fund Activity: Q3 2017 in Review

477 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2017, worth a combined $5.51B — up 8.4% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IWO positions and 37 closed out — a net gain of 8 holders — while 154 added to existing stakes and 154 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $27.6M.

  • 477 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2017, up from 474 in Q2 2017.
  • Funds reported $5.51B of iShares Russell 2000 Growth ETF stock for Q3 2017, up 8.4% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2017 and 37 closed out, a net change of +8 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2017 was Morgan Stanley, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2017.