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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
SHGA
151
Sand Hill Global Advisors
California
$3.02M -$161K -813 -5%
LSPW
152
Lake Street Private Wealth
Illinois
$3.01M -$39K -197 -1%
EWA
153
EP Wealth Advisors
California
$2.99M -$342K -1,727 -10%
GW
154
GW & Wade
Massachusetts
$2.99M +$65.1K +329 +2%
RWP
155
RWA Wealth Partners
Massachusetts
$2.97M +$2.93M +14,801 New
ZB
156
Zions Bancorporation
Utah
$2.95M -$193K -978 -6%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$2.92M -$30.9K -156 -1%
WF
158
Welch & Forbes
Massachusetts
$2.91M -$84.1K -425 -3%
RTS
159
Round Table Services
New Jersey
$2.91M -$508K -2,567 -15%
BJL
160
Brighton Jones LLC
Washington
$2.89M -$39.2K -198 -1%
PCIA
161
Prime Capital Investment Advisors
Kansas
$2.81M +$289K +1,461 +12%
FIMS
162
FBL Investment Management Services
Iowa
$2.72M -$18.8M -95,176 -88%
BTS
163
BB&T Securities
Virginia
$2.67M -$174K -881 -6%
SWP
164
Stratos Wealth Partners
Ohio
$2.65M -$136K -687 -5%
SYBT
165
Stock Yards Bank & Trust
Kentucky
$2.63M -$11.9K -60 -0.5%
HNB
166
Huntington National Bank
Ohio
$2.62M
FHB
167
First Hawaiian Bank
Hawaii
$2.57M
WSFS
168
Wilmington Savings Fund Society
Delaware
$2.54M +$178K +898 +8%
GMA
169
Goldstein Munger & Associates
California
$2.54M
RCAG
170
Rehmann Capital Advisory Group
Michigan
$2.52M +$470K +2,374 +23%
PFM
171
Parsec Financial Management
North Carolina
$2.5M -$8.11K -41 -0.3%
SG
172
Somerset Group
Minnesota
$2.47M
WIC
173
Whitegate Investment Counselors
New Hampshire
$2.45M -$9.89K -50 -0.4%
FFSOTS
174
Fiduciary Financial Services of The Southwest
Texas
$2.43M -$25.1K -127 -1%
MLL
175
Moody Lynn & Lieberson
Massachusetts
$2.42M

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.