We are live on ! Find out more
IWO icon

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
HNB
151
Huntington National Bank
Ohio
$3.02M
CCM
152
Covington Capital Management
California
$2.99M -$17K -100 -0.6%
FIAS
153
FinTrust Investment Advisory Services
South Carolina
$2.99M +$2.84M +16,695 New
Manulife (Manufacturers Life Insurance)
154
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.95M +$46K +271 +2%
DIA
155
Denver Investment Advisors
Colorado
$2.92M -$4.25K -25 -0.2%
UBS AM
156
UBS AM
Illinois
$2.83M -$669K -3,936 -20%
BFEC
157
Benjamin F. Edwards & Company
Missouri
$2.78M -$1.69M -9,961 -39%
RPG
158
Risk Paradigm Group
Texas
$2.78M +$1.2M +7,066 +83%
CCM
159
Corsair Capital Management
New York
$2.76M
FAAS
160
First Allied Advisory Services
California
$2.76M -$82.6K -486 -3%
GMA
161
Goldstein Munger & Associates
California
$2.71M -$15.3K -90 -0.6%
CCP
162
Corient Capital Partners
California
$2.68M -$23.3K -137 -0.9%
BTS
163
BB&T Securities
Virginia
$2.65M +$176K +1,035 +8%
PC
164
Pier Capital
Connecticut
$2.56M -$2.97M -17,476 -55%
CAN
165
Cetera Advisor Networks
California
$2.46M +$69K +406 +3%
FIMS
166
FBL Investment Management Services
Iowa
$2.42M
WIC
167
Whitegate Investment Counselors
New Hampshire
$2.4M
MLL
168
Moody Lynn & Lieberson
Massachusetts
$2.38M
PFM
169
Parsec Financial Management
North Carolina
$2.35M -$16.6K -98 -0.7%
FFSOTS
170
Fiduciary Financial Services of The Southwest
Texas
$2.35M -$79.8K -470 -3%
CCA
171
Clearwater Capital Advisors
Illinois
$2.33M -$156K -916 -7%
FHA
172
First Horizon Advisors
Tennessee
$2.31M +$91.6K +539 +4%
RIM
173
Ranger Investment Management
Texas
$2.26M +$510K +3,000 +31%
CIR
174
Clear Investment Research
Georgia
$2.25M +$501K +2,952 +31%
WF
175
Welch & Forbes
Massachusetts
$2.24M +$56.1K +330 +3%

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.