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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
PFBT
126
Parkside Financial Bank & Trust
Missouri
$4.39M -$1.44M -6,563 -25%
JIC
127
Johnson Investment Counsel
Ohio
$4.38M -$141K -645 -3%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$4.21M -$30.4K -139 -0.8%
HFG
129
Heron Financial Group
New York
$4.17M +$182K +832 +5%
EVM
130
Eaton Vance Management
Massachusetts
$4.16M -$1.31K -6 -0%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$4.15M
BCWM
132
Bartlett & Co Wealth Management
Ohio
$4.14M +$89.3K +408 +2%
BC
133
Bartlett & Co
Ohio
$4.14M +$89.3K +408 +2%
CCP
134
Corient Capital Partners
California
$4.13M +$10.9K +50 +0.3%
3F
135
360 Financial
Minnesota
$4.08M +$645K +2,948 +19%
CC
136
Cassaday & Co
Virginia
$4.06M -$77.7K -355 -2%
UBS AM
137
UBS AM
Illinois
$4.03M +$2.95M +13,471 +285%
FTUS
138
Flow Traders U.S.
New York
$4M +$3.96M +18,081 New
GT
139
Glenmede Trust
Pennsylvania
$3.98M -$327K -1,494 -8%
OFS
140
Oldfather Financial Services
Nebraska
$3.93M -$1.75K -8 -0%
TF
141
Tompkins Financial
New York
$3.92M
AA
142
AlphaMark Advisors
Kentucky
$3.55M -$8.76K -40 -0.2%
CS
143
Credit Suisse
Switzerland
$3.5M +$388K +1,773 +13%
TFA
144
Tobias Financial Advisors
Florida
$3.5M +$89.7K +410 +3%
QCG
145
Quadrant Capital Group
Ohio
$3.49M +$7K +32 +0.2%
GCM
146
Geneva Capital Management
Wisconsin
$3.49M +$1.23M +5,621 +56%
SBH
147
Segall Bryant & Hamill
Illinois
$3.37M +$93.5K +427 +3%
RFWA
148
RPg Family Wealth Advisory
Massachusetts
$3.32M -$3.28K -15 -0.1%
RWG
149
Regal Wealth Group
California
$3.31M -$62.8K -287 -2%
Principal Financial Group
150
Principal Financial Group
Iowa
$3.25M +$2.14M +9,800 +200%

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.