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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
LFWA
101
LBJ Family Wealth Advisors
Texas
$6.73M +$75.2K +380 +1%
TSS
102
Two Sigma Securities
New York
$6.73M +$111K +562 +2%
FC
103
Ferris Capital
Massachusetts
$6.49M +$17K +86 +0.3%
AA
104
AlphaMark Advisors
Kentucky
$6.46M -$1.31M -6,612 -17%
MBTD
105
Mechanics Bank - Trust Department
California
$6.29M -$149K -755 -2%
PSUF
106
People's United Financial
Connecticut
$6.28M +$6.18M +31,266 New
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$6.21M -$242K -1,226 -4%
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$6.08M -$66.8K -338 -1%
William Blair & Company
109
William Blair & Company
Illinois
$5.65M +$1.05M +5,297 +23%
FMT
110
First Mercantile Trust
Tennessee
$5.52M +$426K +2,156 +9%
BCM
111
Brookstone Capital Management
Illinois
$5.44M +$402K +2,031 +8%
CDIA
112
Capital Directions Investment Advisors
Georgia
$5.38M -$33.6K -170 -0.6%
Franklin Resources
113
Franklin Resources
California
$5.27M -$2.22M -11,212 -30%
RIM
114
Ranger Investment Management
Texas
$5.24M +$218K +1,100 +4%
UBS AM
115
UBS AM
Illinois
$5.2M -$4.92M -24,891 -49%
CG
116
Corundum Group
Colorado
$5.2M +$85.6K +433 +2%
SAM
117
Sequent Asset Management
Texas
$5.17M
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$5.17M +$4.11M +20,762 +419%
SBH
119
Segall Bryant & Hamill
Illinois
$5.12M +$132K +665 +3%
WT
120
Whittier Trust
California
$4.9M -$7.91K -40 -0.2%
HF
121
HRT Financial
New York
$4.89M +$4.42M +22,327 +1,092%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$4.83M +$32.8K +166 +0.7%
OCM
123
One Capital Management
California
$4.74M -$16K -81 -0.3%
MBT
124
Montecito Bank & Trust
California
$4.72M -$55.6K -281 -1%
CS
125
Credit Suisse
Switzerland
$4.68M -$10.9M -54,971 -70%

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.