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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
DWM
126
Dakota Wealth Management
Florida
$3.93M +$128K +648 +3%
BCIM
127
Bishop & Co Investment Management
Pennsylvania
$3.9M -$19K -96 -0.5%
JIC
128
Johnson Investment Counsel
Ohio
$3.88M +$11.9K +60 +0.3%
MCM
129
MV Capital Management
Maryland
$3.81M -$238K -1,200 -6%
AF
130
Advisornet Financial
Minnesota
$3.74M +$361K +1,821 +10%
TF
131
Tompkins Financial
New York
$3.63M -$99.1K -500 -3%
RWG
132
Regal Wealth Group
California
$3.56M +$3.17M +16,008 +651%
AA
133
AlphaMark Advisors
Kentucky
$3.34M -$2.94M -14,830 -46%
GWA
134
Guidant Wealth Advisors
Illinois
$3.32M -$48.6K -245 -1%
TAM
135
Tocqueville Asset Management
New York
$3.26M -$600K -3,024 -15%
Franklin Resources
136
Franklin Resources
California
$3.11M -$2M -10,075 -38%
RFWA
137
RPg Family Wealth Advisory
Massachusetts
$3.1M -$103K -521 -3%
KCM
138
Karp Capital Management
California
$3.04M -$16.9K -85 -0.5%
QCG
139
Quadrant Capital Group
Ohio
$3.02M
CCM
140
Covington Capital Management
California
$3M
FHA
141
First Horizon Advisors
Tennessee
$2.98M -$75.1K -379 -2%
PCIA
142
Prime Capital Investment Advisors
Kansas
$2.97M +$282K +1,421 +10%
EWA
143
EP Wealth Advisors
California
$2.97M +$104K +525 +4%
GW
144
GW & Wade
Massachusetts
$2.88M +$13.9K +70 +0.5%
LFG
145
LifePlan Financial Group
Ohio
$2.88M -$200K -1,010 -6%
APP
146
Avantax Planning Partners
Iowa
$2.86M -$51K -257 -2%
SHGA
147
Sand Hill Global Advisors
California
$2.86M -$37.9K -191 -1%
FAAS
148
First Allied Advisory Services
California
$2.82M -$81.9K -413 -3%
BCWM
149
Bartlett & Co Wealth Management
Ohio
$2.82M +$1.2M +6,074 +71%
BC
150
Bartlett & Co
Ohio
$2.82M +$1.2M +6,074 +71%

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.