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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
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$5.94M +$106K +534 +2%
MBTD
102
Mechanics Bank - Trust Department
California
$5.87M -$175K -885 -3%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$5.61M -$26.8M -135,379 -82%
BA
104
Boston Advisors
Massachusetts
$5.59M +$5.15M +25,957 +846%
CDIA
105
Capital Directions Investment Advisors
Georgia
$5.36M +$201K +1,016 +4%
William Blair & Company
106
William Blair & Company
Illinois
$5.36M -$67K -338 -1%
BCM
107
Brookstone Capital Management
Illinois
$5.26M +$47.8K +241 +0.9%
FMT
108
First Mercantile Trust
Tennessee
$5.12M -$184K -929 -3%
RIM
109
Ranger Investment Management
Texas
$5.12M +$98.1K +495 +2%
PSUF
110
People's United Financial
Connecticut
$5.02M -$1.03M -5,212 -17%
CG
111
Corundum Group
Colorado
$4.99M
SAM
112
Sequent Asset Management
Texas
$4.96M +$6.15K +31 +0.1%
Jones Financial Companies
113
Jones Financial Companies
Missouri
$4.79M +$178K +896 +4%
SBH
114
Segall Bryant & Hamill
Illinois
$4.73M -$204K -1,029 -4%
WT
115
Whittier Trust
California
$4.69M -$12.5K -63 -0.3%
Comerica Bank
116
Comerica Bank
Texas
$4.62M +$424K +2,137 +10%
SPIA
117
Steward Partners Investment Advisory
New York
$4.59M +$1.37M +6,913 +41%
OCM
118
One Capital Management
California
$4.47M -$76.5K -386 -2%
MBT
119
Montecito Bank & Trust
California
$4.47M -$66.4K -335 -1%
CFB
120
Cullen/Frost Bankers
Texas
$4.44M -$2.12M -10,672 -32%
DY
121
Dowling & Yahnke
California
$4.33M -$7.14K -36 -0.2%
PI
122
Parkside Investments
Illinois
$4.27M -$17.1K -86 -0.4%
1IA
123
1834 Investment Advisors
Wisconsin
$4.25M -$149K -754 -3%
GSWM
124
Golden State Wealth Management
California
$4.17M +$1.19K +6 +0%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$4.15M

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.