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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
MBTD
101
Mechanics Bank - Trust Department
California
$6.61M -$126K -575 -2%
LFWA
102
LBJ Family Wealth Advisors
Texas
$6.57M +$9.19K +42 +0.1%
SPIA
103
Steward Partners Investment Advisory
New York
$6.51M +$21.9K +100 +0.3%
GW
104
GW & Wade
Massachusetts
$6.49M -$200K -916 -3%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$6.33M -$617K -2,820 -9%
FWM
106
FSA Wealth Management
Massachusetts
$6.21M +$845K +3,862 +16%
AAS
107
Avantax Advisory Services
Texas
$6.13M +$4.52M +20,661 +296%
AssetMark Inc
108
AssetMark Inc
California
$5.95M -$701K -3,201 -11%
OCM
109
One Capital Management
California
$5.94M -$118K -537 -2%
CG
110
Corundum Group
Colorado
$5.72M
SAM
111
Sequent Asset Management
Texas
$5.7M
HRCM
112
Hood River Capital Management
Florida
$5.7M +$5.64M +25,750 New
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$5.67M +$390K +1,780 +7%
Comerica Bank
114
Comerica Bank
Texas
$5.5M +$1.02M +4,674 +25%
EWA
115
EP Wealth Advisors
California
$5.33M -$1.17M -5,348 -18%
WT
116
Whittier Trust
California
$5.1M -$177K -810 -3%
CDIA
117
Capital Directions Investment Advisors
Georgia
$5.07M -$80.8K -369 -2%
GSWM
118
Golden State Wealth Management
California
$4.89M +$4.83M +22,061 New
BCIM
119
Bishop & Co Investment Management
Pennsylvania
$4.88M +$147K +672 +3%
1IA
120
1834 Investment Advisors
Wisconsin
$4.75M -$23.6K -108 -0.5%
MBT
121
Montecito Bank & Trust
California
$4.73M -$91.3K -417 -2%
CGA
122
Crescent Grove Advisors
Illinois
$4.66M -$278K -1,271 -6%
Franklin Resources
123
Franklin Resources
California
$4.56M -$439K -2,007 -9%
DY
124
Dowling & Yahnke
California
$4.45M -$33K -151 -0.7%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$4.4M +$269K +1,228 +7%

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.