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iShares Russell 2000 Growth ETF

631 hedge funds and large institutions have $6.5B invested in iShares Russell 2000 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 164 increasing their positions, 237 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 69.92%71.29% (+1.4%)

1% more capital invested

Capital invested by funds: $6.46B → $6.5B (+$35M)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 641631 (-10)

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

31% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 237

46% less call options, than puts

Call options by funds: $37.2M | Put options by funds: $68.5M

Holders
631
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
13.71%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.5%
New
53
Increased
164
Reduced
237
Closed
56
Calls
$37.2M
Puts
$68.5M
Net Calls
-$31.3M
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
76
Crescent Grove Advisors
Illinois
$9.3M -$149K -754 -2%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$9.29M +$380K +1,921 +4%
Creative Planning
78
Creative Planning
Kansas
$9.28M +$184K +932 +2%
Mariner
79
Mariner
Kansas
$9.19M +$2.28M +11,522 +34%
PFBT
80
Parkside Financial Bank & Trust
Missouri
$8.97M +$388K +1,962 +5%
CC
81
Courier Capital
New York
$8.97M +$73.2K +370 +0.8%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$8.86M -$563K -2,849 -6%
WF
83
WoodTrust Financial
Wisconsin
$8.85M +$413K +2,090 +5%
Truist Financial
84
Truist Financial
North Carolina
$8.68M +$423K +2,137 +5%
FT
85
Fiduciary Trust
Massachusetts
$8.31M -$655K -3,310 -7%
V
86
Veritable
Delaware
$8.28M -$85K -430 -1%
CP
87
Covenant Partners
Tennessee
$8.2M -$71K -359 -0.9%
IA
88
IndexIQ Advisors
New York
$8.08M +$3.79M +19,152 +91%
Fiera Capital (Canada)
89
Fiera Capital (Canada)
Quebec, Canada
$7.86M +$7.14M +36,116 +1,190%
BF
90
BOK Financial
Oklahoma
$7.84M -$514K -2,600 -6%
WTC
91
WhitTier Trust Company
Nevada
$7.82M -$14K -71 -0.2%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$7.77M -$142K -719 -2%
FAM
93
Flaharty Asset Management
Florida
$7.6M -$358K -1,809 -5%
WCP
94
Welch Capital Partners
New York
$7.58M
PAG
95
Private Advisor Group
New Jersey
$7.42M +$1.51M +7,645 +26%
CCA
96
Cobblestone Capital Advisors
New York
$6.89M -$8.9K -45 -0.1%
I
97
IberiaBank
Louisiana
$6.89M -$91.8K -464 -1%
VIP
98
Vantage Investment Partners
Missouri
$6.83M
HWA
99
Hillcrest Wealth Advisors
New Jersey
$6.79M +$153K +775 +2%
CFB
100
Cullen/Frost Bankers
Texas
$6.77M -$125K -631 -2%

IWO Hedge Fund Activity: Q2 2019 in Review

631 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2019, worth a combined $6.5B — up 0.54% from $6.46B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IWO and 53 opened new positions — a net loss of 3 holders — while 237 trimmed existing stakes and 164 added.

The largest buyer was TIAA FSB, adding an estimated $255M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 631 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2019, down from 641 in Q1 2019.
  • Funds reported $6.5B of iShares Russell 2000 Growth ETF stock for Q2 2019, up 0.54% quarter-over-quarter.
  • 53 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2019 and 56 closed out, a net change of -3 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $255M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2019 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.