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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
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$2.82M +$10.1K +51 +0.4%
WF
152
Welch & Forbes
Massachusetts
$2.81M +$20.8K +105 +0.7%
RTS
153
Round Table Services
New Jersey
$2.78M -$7.53K -38 -0.3%
BJL
154
Brighton Jones LLC
Washington
$2.71M -$58.7K -296 -2%
FIMS
155
FBL Investment Management Services
Iowa
$2.6M
EVM
156
Eaton Vance Management
Massachusetts
$2.56M +$305K +1,538 +13%
BTS
157
BB&T Securities
Virginia
$2.55M -$10.3K -52 -0.4%
ZB
158
Zions Bancorporation
Utah
$2.53M -$306K -1,542 -11%
LSPW
159
Lake Street Private Wealth
Illinois
$2.53M -$374K -1,886 -13%
SWP
160
Stratos Wealth Partners
Ohio
$2.5M -$53.7K -271 -2%
FHB
161
First Hawaiian Bank
Hawaii
$2.46M -$4.76K -24 -0.2%
SWM
162
Segment Wealth Management
Texas
$2.46M +$272K +1,371 +12%
FMBTD
163
First Midwest Bank Trust Division
Illinois
$2.43M +$2.5M +12,621 New
WSFS
164
Wilmington Savings Fund Society
Delaware
$2.41M -$33.3K -168 -1%
SG
165
Somerset Group
Minnesota
$2.37M
PFM
166
Parsec Financial Management
North Carolina
$2.36M -$35.9K -181 -1%
GMA
167
Goldstein Munger & Associates
California
$2.36M -$83.3K -420 -3%
WIC
168
Whitegate Investment Counselors
New Hampshire
$2.35M
HNB
169
Huntington National Bank
Ohio
$2.35M
SYBT
170
Stock Yards Bank & Trust
Kentucky
$2.32M -$207K -1,045 -8%
MLL
171
Moody Lynn & Lieberson
Massachusetts
$2.32M
FFSOTS
172
Fiduciary Financial Services of The Southwest
Texas
$2.29M -$42.6K -215 -2%
SFG
173
StrategIQ Financial Group
Indiana
$2.23M -$65.6K -331 -3%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$2.21M -$7.93K -40 -0.3%
SPC
175
Sigma Planning Corp
Michigan
$2.18M -$117K -592 -5%

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.