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iShares Russell 2000 Growth ETF
IWO

293 hedge funds and large institutions have $10.6B invested in iShares Russell 2000 Growth ETF in 2013 Q2 according to their latest regulatory filings, with 293 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

56.37% more ownership

Funds ownership: 0% → 56.37% (+56%)

45% less call options, than puts

Call options by funds: $5.35M | Put options by funds: $9.7M

Holders
293
Holders Change
+293
Holders Change %
–
% of All Funds
9.56%
Holding in Top 10
22
Holding in Top 10 Change
+22
Holding in Top 10 Change %
% of All Funds
0.72%
New
293
Increased
–
Reduced
–
Closed
–
Calls
$5.35M
Puts
$9.7M
Net Calls
-$4.35M
Net Calls Change
-$4.35M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
176
Sentinel Trust
Texas
$764K +$749K +6,855 New
AAS
177
Annex Advisory Services
Wisconsin
$753K +$737K +6,748 New
HSA
178
HBK Sorce Advisory
Pennsylvania
$726K +$712K +6,516 New
FCI
179
Financial Counselors Inc
Kansas
$713K +$698K +6,392 New
VFS
180
VSR Financial Services
Kansas
$689K +$675K +6,182 New
WPC
181
White Pine Capital
Minnesota
$686K +$672K +6,150 New
CBU
182
CIBC Bank USA
Illinois
$680K +$666K +6,096 New
SAA
183
Southeast Asset Advisors
Georgia
$663K +$650K +5,950 New
MCM
184
Maryland Capital Management
Maryland
$648K +$635K +5,810 New
SYBT
185
Stock Yards Bank & Trust
Kentucky
$633K +$619K +5,671 New
RTS
186
Round Table Services
New Jersey
$618K +$606K +5,544 New
FAAS
187
First Allied Advisory Services
California
$607K +$596K +5,455 New
PAG
188
Pinnacle Advisory Group
Maryland
$602K +$589K +5,395 New
MBT
189
Monroe Bank & Trust
Michigan
$592K +$580K +5,310 New
AFC
190
AFT Forsyth & Company
Florida
$584K +$572K +5,240 New
SAM
191
Silvercrest Asset Management
New York
$576K +$564K +5,165 New
NAM
192
NTV Asset Management
West Virginia
$574K +$563K +5,150 New
TYCC
193
Texas Yale Capital Corp
Florida
$566K +$554K +5,075 New
BFO
194
Boston Family Office
Massachusetts
$552K +$541K +4,950 New
WSTAM
195
Wilbanks Smith & Thomas Asset Management
Virginia
$537K +$526K +4,820 New
SFSIG
196
San Francisco Sentry Investment Group
California
$524K +$513K +4,699 New
TNBTD
197
Trustmark National Bank Trust Department
Mississippi
$510K +$500K +4,577 New
FUBT
198
First United Bank & Trust
Maryland
$490K +$480K +4,391 New
CBN
199
Cadence Bank NA
Texas
$489K +$479K +4,382 New
GIA
200
GHP Investment Advisors
Colorado
$486K +$476K +4,360 New
6 7
8
9 10

IWO Hedge Fund Activity: Q2 2013 in Review

293 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2013, worth a combined $10.6B.

Buyers outnumbered sellers: 293 funds opened new IWO positions and 0 closed out — a net gain of 293 holders — while 0 added to existing stakes and 0 trimmed.

  • 293 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $10.6B of iShares Russell 2000 Growth ETF stock for Q2 2013.
  • 293 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2013 and 0 closed out, a net change of +293 holders.

Based on aggregated 13F filings for Q2 2013.