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iShares Russell 2000 Growth ETF

677 hedge funds and large institutions have $6.68B invested in iShares Russell 2000 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 172 increasing their positions, 240 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 50

9% more capital invested

Capital invested by funds: $6.12B → $6.68B (+$558M)

3% more funds holding

Funds holding: 660677 (+17)

1.49% more ownership

Funds ownership: 72.06%73.55% (+1.5%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

28% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 240

49% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $163M

Holders
677
Holders Change
+17
Holders Change %
+2.58%
% of All Funds
13.66%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.46%
New
74
Increased
172
Reduced
240
Closed
50
Calls
$82.7M
Puts
$163M
Net Calls
-$80M
Net Calls Change
+$336M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
76
Flaharty Asset Management
Florida
$10M -$534K -2,441 -5%
RC
77
Rinet Company
Massachusetts
$9.84M -$2.07M -9,457 -18%
CP
78
Covenant Partners
Tennessee
$9.59M -$817K -3,732 -8%
SWPG
79
Strategic Wealth Partners Group
Illinois
$9.23M -$549K -2,509 -6%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$8.91M +$553K +2,526 +7%
FT
81
Fiduciary Trust
Massachusetts
$8.81M +$216K +989 +3%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$8.8M -$48.6K -222 -0.6%
PIA
83
Powell Investment Advisors
Florida
$8.57M +$1.22M +5,580 +17%
Mariner
84
Mariner
Kansas
$8.37M -$2.76M -12,592 -25%
APP
85
Avantax Planning Partners
Iowa
$8.29M +$4.04M +18,453 +97%
WTC
86
WhitTier Trust Company
Nevada
$8.19M
BF
87
BOK Financial
Oklahoma
$8.04M +$33.5K +153 +0.4%
CA
88
Cetera Advisors
Colorado
$8M -$224K -1,025 -3%
BDF
89
Balasa Dinverno & Foltz
$7.58M -$250K -1,144 -3%
VIP
90
Vantage Investment Partners
Missouri
$7.53M
OAM
91
Oppenheimer Asset Management
New York
$7.32M +$1.01M +4,636 +16%
FHC
92
First Horizon Corporation
Tennessee
$7.16M +$7.08M +32,328 New
PSUF
93
People's United Financial
Connecticut
$7.12M +$254K +1,160 +4%
FC
94
Ferris Capital
Massachusetts
$7.1M -$53K -242 -0.7%
William Blair & Company
95
William Blair & Company
Illinois
$7.05M -$283K -1,294 -4%
FAAS
96
First Allied Advisory Services
California
$7.03M +$3.87M +17,701 +126%
PAG
97
Private Advisor Group
New Jersey
$7.01M -$148K -677 -2%
HWA
98
Hillcrest Wealth Advisors
New Jersey
$6.9M -$16.4K -75 -0.2%
MWM
99
MinichMacGregor Wealth Management
New York
$6.84M +$2.49M +11,360 +58%
CWC
100
Carolinas Wealth Consulting
North Carolina
$6.71M -$129K -589 -2%

IWO Hedge Fund Activity: Q3 2020 in Review

677 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2020, worth a combined $6.68B — up 9.1% from $6.12B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new IWO positions and 50 closed out — a net gain of 24 holders — while 172 added to existing stakes and 240 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $109M. The largest seller was Morgan Stanley, cutting an estimated $62.8M.

  • 677 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2020, up from 660 in Q2 2020.
  • Funds reported $6.68B of iShares Russell 2000 Growth ETF stock for Q3 2020, up 9.1% quarter-over-quarter.
  • 74 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2020 and 50 closed out, a net change of +24 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2020 was BNP Paribas Financial Markets, an estimated $109M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2020 was Morgan Stanley, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2020.