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iShares Russell 2000 Growth ETF

477 hedge funds and large institutions have $5.51B invested in iShares Russell 2000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 154 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

8% more capital invested

Capital invested by funds: $5.09B → $5.51B (+$427M)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

1% more funds holding

Funds holding: 474477 (+3)

0.39% more ownership

Funds ownership: 64.09%64.49% (+0.39%)

0% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 154

64% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $37.3M

Holders
477
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
11.89%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.75%
New
45
Increased
154
Reduced
154
Closed
37
Calls
$13.5M
Puts
$37.3M
Net Calls
-$23.7M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
126
Montecito Bank & Trust
California
$4.47M -$82.7K -487 -2%
RTS
127
Round Table Services
New Jersey
$4.36M +$1.02K +6 +0%
DWM
128
Dakota Wealth Management
Florida
$4.34M +$12.1K +71 +0.3%
WT
129
Whittier Trust
California
$4.33M +$168K +987 +4%
SFG
130
StrategIQ Financial Group
Indiana
$4.11M -$384K -2,258 -9%
MCM
131
MV Capital Management
Maryland
$4.05M -$25.8K -152 -0.7%
TAM
132
Tocqueville Asset Management
New York
$4.01M +$1.06M +6,235 +39%
TF
133
Tompkins Financial
New York
$3.92M -$4.25K -25 -0.1%
GT
134
Glenmede Trust
Pennsylvania
$3.78M +$57.1K +336 +2%
William Blair & Company
135
William Blair & Company
Illinois
$3.78M +$130K +766 +4%
MIAN
136
Mariner Independent Advisor Network
Kansas
$3.77M +$3.58M +21,049 New
DY
137
Dowling & Yahnke
California
$3.74M -$62K -365 -2%
JIC
138
Johnson Investment Counsel
Ohio
$3.65M +$60.8K +358 +2%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$3.54M +$152K +897 +5%
First Trust Advisors
140
First Trust Advisors
Illinois
$3.49M -$1.67M -9,844 -34%
LFG
141
LifePlan Financial Group
Ohio
$3.48M -$25K -147 -0.8%
DGI
142
Disciplined Growth Investors
Minnesota
$3.47M
IA
143
IFP Advisors
Florida
$3.45M +$382K +2,247 +13%
QCG
144
Quadrant Capital Group
Ohio
$3.41M -$1.7K -10 -0.1%
APP
145
Avantax Planning Partners
Iowa
$3.4M -$331K -1,948 -9%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$3.33M -$796K -4,686 -20%
OAM
147
Occidental Asset Management
California
$3.27M -$690K -4,061 -18%
SHGA
148
Sand Hill Global Advisors
California
$3.19M
BJL
149
Brighton Jones LLC
Washington
$3.06M -$88.7K -522 -3%
GW
150
GW & Wade
Massachusetts
$3.02M +$325K +1,914 +13%

IWO Hedge Fund Activity: Q3 2017 in Review

477 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2017, worth a combined $5.51B — up 8.4% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IWO positions and 37 closed out — a net gain of 8 holders — while 154 added to existing stakes and 154 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $27.6M.

  • 477 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2017, up from 474 in Q2 2017.
  • Funds reported $5.51B of iShares Russell 2000 Growth ETF stock for Q3 2017, up 8.4% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2017 and 37 closed out, a net change of +8 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2017 was Morgan Stanley, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2017.