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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
1IA
126
1834 Investment Advisors
Wisconsin
$4.58M -$91K -460 -2%
DY
127
Dowling & Yahnke
California
$4.52M +$72.6K +367 +2%
PI
128
Parkside Investments
Illinois
$4.47M -$114K -575 -3%
Neuberger Berman Group
129
Neuberger Berman Group
New York
$4.35M +$752K +3,800 +21%
GSWM
130
Golden State Wealth Management
California
$4.35M -$38.4K -194 -0.9%
Comerica Bank
131
Comerica Bank
Texas
$4.31M +$98.9K +500 +2%
Two Sigma Advisers
132
Two Sigma Advisers
New York
$4.22M -$14.6M -74,000 -78%
MCM
133
MV Capital Management
Maryland
$4.21M -$64.7K -327 -2%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$4.15M
BCIM
135
Bishop & Co Investment Management
Pennsylvania
$4.08M -$11.3K -57 -0.3%
JIC
136
Johnson Investment Counsel
Ohio
$4.04M -$98.9K -500 -2%
TAM
137
Tocqueville Asset Management
New York
$4.01M -$18.2K -92 -0.5%
DWM
138
Dakota Wealth Management
Florida
$3.96M -$238K -1,205 -6%
TF
139
Tompkins Financial
New York
$3.88M
AF
140
Advisornet Financial
Minnesota
$3.53M +$286K +1,445 +9%
GWA
141
Guidant Wealth Advisors
Illinois
$3.51M -$15.6K -79 -0.5%
SPIA
142
Steward Partners Investment Advisory
New York
$3.4M +$1.3M +6,586 +64%
RFWA
143
RPg Family Wealth Advisory
Massachusetts
$3.34M +$831K +4,202 +34%
LFG
144
LifePlan Financial Group
Ohio
$3.21M -$155K -783 -5%
KCM
145
Karp Capital Management
California
$3.19M -$2.95M -14,937 -48%
FHA
146
First Horizon Advisors
Tennessee
$3.18M -$292K -1,477 -9%
QCG
147
Quadrant Capital Group
Ohio
$3.15M
CCM
148
Covington Capital Management
California
$3.13M -$16.2K -82 -0.5%
APP
149
Avantax Planning Partners
Iowa
$3.03M -$28.5K -144 -0.9%
FAAS
150
First Allied Advisory Services
California
$3.02M -$9.89K -50 -0.3%

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.