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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
CCM
151
Covington Capital Management
California
$3.24M -$18.6K -85 -0.6%
LFG
152
LifePlan Financial Group
Ohio
$3.23M -$5.47K -25 -0.2%
SWP
153
Strategic Wealth Partners
Ohio
$3.22M +$3.18M +14,534 New
Jane Street
154
Jane Street
New York
$3.19M -$15M -68,637 -83%
DWM
155
Dakota Wealth Management
Florida
$3.16M -$202K -921 -6%
CCFM
156
Clear Creek Financial Management
Washington
$3.15M +$3.11M +14,214 New
WF
157
Welch & Forbes
Massachusetts
$3.14M -$137K -624 -4%
OC
158
Oppenheimer & Co
New York
$3.09M +$110K +504 +4%
EH
159
Equitable Holdings
New York
$3.05M -$55.8K -255 -2%
HIA
160
Harbor Investment Advisory
Maryland
$3.01M +$25K +114 +0.8%
AF
161
Advisornet Financial
Minnesota
$2.98M -$374K -1,709 -11%
LSPW
162
Lake Street Private Wealth
Illinois
$2.97M +$47.1K +215 +2%
BJL
163
Brighton Jones LLC
Washington
$2.88M +$2.19K +10 +0.1%
PA
164
Pinnacle Associates
New York
$2.86M -$809K -3,694 -22%
CCT
165
Country Club Trust
Missouri
$2.86M +$2.82M +12,894 New
RTS
166
Round Table Services
New Jersey
$2.85M +$1.75K +8 +0.1%
SPC
167
Sigma Planning Corp
Michigan
$2.83M +$192K +876 +7%
WIC
168
Whitegate Investment Counselors
New Hampshire
$2.77M +$76.6K +350 +3%
FCI
169
Financial Counselors Inc
Kansas
$2.72M +$33.5K +153 +1%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$2.7M -$5.17M -23,623 -66%
MLL
171
Moody Lynn & Lieberson
Massachusetts
$2.67M
SG
172
Somerset Group
Minnesota
$2.63M
FFC
173
Fure Financial Corporation
Minnesota
$2.62M +$2.59M +11,821 New
SW
174
SVB Wealth
Massachusetts
$2.57M -$153K -697 -6%
GMA
175
Goldstein Munger & Associates
California
$2.54M -$5.03K -23 -0.2%

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.