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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
UB
176
UMB Bank
Missouri
$2.22M -$192K -1,133 -8%
SG
177
Somerset Group
Minnesota
$2.17M
SWP
178
Stratos Wealth Partners
Ohio
$2.08M +$45.2K +266 +2%
Kayne Anderson Rudnick Investment Management
179
Kayne Anderson Rudnick Investment Management
California
$2.07M -$27.6M -162,347 -93%
OC
180
Oppenheimer & Co
New York
$2.06M +$703K +4,139 +56%
RFC
181
Regions Financial Corp
Alabama
$1.98M +$6.12K +36 +0.3%
RCAG
182
Rehmann Capital Advisory Group
Michigan
$1.92M +$515K +3,032 +39%
ACP
183
Arcus Capital Partners
Georgia
$1.89M -$17K -100 -0.9%
BCM
184
Brookstone Capital Management
Illinois
$1.89M +$424K +2,495 +31%
Neuberger Berman Group
185
Neuberger Berman Group
New York
$1.87M +$66.4K +391 +4%
CCT
186
Chemung Canal Trust
New York
$1.83M -$288K -1,696 -14%
CIM
187
Confluence Investment Management
Missouri
$1.8M -$1.27M -7,457 -43%
HCMT
188
Highland Capital Management (Tennessee)
Tennessee
$1.8M +$28K +165 +2%
IP
189
Investment Partners
Ohio
$1.78M +$17.2K +101 +1%
FPS
190
Fieldpoint Private Securities
Connecticut
$1.77M +$1.68M +9,892 New
LIC
191
Lodestar Investment Counsel
Illinois
$1.77M +$1.68M +9,879 New
FMBTD
192
First Midwest Bank Trust Division
Illinois
$1.73M +$1.64M +9,674 New
SPC
193
Sigma Planning Corp
Michigan
$1.69M +$85.1K +501 +6%
FNBOO
194
First National Bank of Omaha
Nebraska
$1.63M -$120K -705 -7%
SWM
195
Segment Wealth Management
Texas
$1.63M +$41.1K +242 +3%
RFM
196
Royal Fund Management
Florida
$1.62M +$762K +4,484 +98%
FNBT
197
FineMark National Bank & Trust
Florida
$1.6M -$11K -65 -0.7%
PPA
198
Parametric Portfolio Associates
Washington
$1.59M +$7.98K +47 +0.5%
AT
199
Arden Trust
Delaware
$1.56M -$35.8K -211 -2%
GFPC
200
Global Financial Private Capital
Florida
$1.53M +$1.46M +8,572 New

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.