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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
MBTD
101
Mechanics Bank - Trust Department
California
$5.8M -$75.7K -460 -1%
Truist Financial
102
Truist Financial
North Carolina
$5.51M -$93K -565 -2%
LFWA
103
LBJ Family Wealth Advisors
Texas
$5.48M -$38.8K -236 -0.7%
PC
104
Pier Capital
Connecticut
$5.37M +$5.23M +31,789 New
FPCM
105
Financial Partners Capital Management
New York
$5.34M +$231K +1,405 +5%
CM
106
Cornerstone Management
Georgia
$5.29M -$301K -1,830 -6%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$5.29M -$213K -1,297 -4%
KC
108
Kingfisher Capital
North Carolina
$5.28M +$52K +316 +1%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$5.02M +$49.4K +300 +1%
KCM
110
Karp Capital Management
California
$5.02M +$293K +1,778 +6%
FMT
111
First Mercantile Trust
Tennessee
$4.98M -$100K -609 -2%
First Trust Advisors
112
First Trust Advisors
Illinois
$4.96M +$1.12M +6,813 +30%
RWP
113
RWA Wealth Partners
Massachusetts
$4.94M +$4.82M +29,264 New
HighTower Advisors
114
HighTower Advisors
Illinois
$4.88M +$1.23M +7,476 +35%
Comerica Bank
115
Comerica Bank
Texas
$4.79M -$197K -1,198 -4%
SG Americas Securities
116
SG Americas Securities
New York
$4.76M -$5.49M -33,364 -54%
WB
117
WesBanco Bank
West Virginia
$4.57M +$224K +1,358 +5%
1IA
118
1834 Investment Advisors
Wisconsin
$4.5M -$35.4K -215 -0.8%
PAG
119
Private Advisor Group
New Jersey
$4.43M -$5.83M -35,438 -57%
CM
120
Churchill Management
California
$4.38M +$679K +4,125 +19%
Mariner
121
Mariner
Kansas
$4.35M -$805K -4,891 -16%
SAM
122
Sequent Asset Management
Texas
$4.34M
JP Morgan Chase
123
JP Morgan Chase
New York
$4.31M -$6.42M -38,997 -60%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$4.3M -$175K -1,065 -4%
MBT
125
Montecito Bank & Trust
California
$4.3M -$116K -706 -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.