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iShares Russell 2000 Growth ETF

613 hedge funds and large institutions have $6.33B invested in iShares Russell 2000 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 71.29%72.26% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less capital invested

Capital invested by funds: $6.5B → $6.33B (-$168M)

3% less funds holding

Funds holding: 631613 (-18)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

51% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $57.8M

Holders
613
Holders Change
-18
Holders Change %
-2.85%
% of All Funds
13.44%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
45
Increased
149
Reduced
227
Closed
57
Calls
$28.4M
Puts
$57.8M
Net Calls
-$29.4M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
76
Strategic Wealth Partners Group
Illinois
$9.08M -$6.74K -34 -0.1%
UCFA
77
United Capital Financial Advisors
Texas
$9.04M -$43.8K -221 -0.5%
Mariner
78
Mariner
Kansas
$8.92M +$104K +527 +1%
Creative Planning
79
Creative Planning
Kansas
$8.92M +$12.9K +65 +0.1%
WF
80
WoodTrust Financial
Wisconsin
$8.79M +$306K +1,541 +3%
CGA
81
Crescent Grove Advisors
Illinois
$8.58M -$356K -1,794 -4%
PFBT
82
Parkside Financial Bank & Trust
Missouri
$8.46M -$154K -779 -2%
CC
83
Courier Capital
New York
$8.4M -$22.2K -112 -0.3%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$8.29M -$225K -1,133 -3%
Truist Financial
85
Truist Financial
North Carolina
$8.27M -$52.9K -267 -0.6%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$8.19M +$749K +3,780 +10%
FT
87
Fiduciary Trust
Massachusetts
$7.94M -$31.5K -159 -0.4%
V
88
Veritable
Delaware
$7.86M -$89.2K -450 -1%
CP
89
Covenant Partners
Tennessee
$7.82M -$48.6K -245 -0.6%
BF
90
BOK Financial
Oklahoma
$7.48M -$43.2K -218 -0.6%
WTC
91
WhitTier Trust Company
Nevada
$7.43M -$73.6K -371 -1%
WCP
92
Welch Capital Partners
New York
$7.27M
FAM
93
Flaharty Asset Management
Florida
$6.93M -$374K -1,884 -5%
I
94
IberiaBank
Louisiana
$6.79M +$183K +921 +3%
VIP
95
Vantage Investment Partners
Missouri
$6.55M
HWA
96
Hillcrest Wealth Advisors
New Jersey
$6.52M
LFWA
97
LBJ Family Wealth Advisors
Texas
$6.33M -$132K -664 -2%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$6.31M +$358K +1,807 +6%
FC
99
Ferris Capital
Massachusetts
$6.22M
Victory Capital Management
100
Victory Capital Management
Texas
$6.13M +$6.31M +31,811 New

IWO Hedge Fund Activity: Q3 2019 in Review

613 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2019, worth a combined $6.33B — down 2.6% from $6.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of IWO and 45 opened new positions — a net loss of 12 holders — while 227 trimmed existing stakes and 149 added.

The largest buyer was Wells Fargo, adding an estimated $101M. The largest seller was Jane Street, exiting entirely with an estimated $56.9M sold.

  • 613 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2019, down from 631 in Q2 2019.
  • Funds reported $6.33B of iShares Russell 2000 Growth ETF stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2019 and 57 closed out, a net change of -12 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2019 was Wells Fargo, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2019 was Jane Street, an estimated $56.9M sold.

Based on aggregated 13F filings for Q3 2019.