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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
MAM
176
Meeder Asset Management
Ohio
$2.17M +$1.16M +5,848 +109%
FCI
177
Financial Counselors Inc
Kansas
$2.12M +$594K +2,998 +38%
CCP
178
Corient Capital Partners
California
$2.1M -$17.4K -88 -0.8%
CS
179
Credit Suisse
Switzerland
$2.1M -$2.46M -12,410 -53%
OAM
180
Occidental Asset Management
California
$2.09M +$70.8K +357 +3%
CWM
181
Connecticut Wealth Management
Connecticut
$2.06M -$36.5K -184 -2%
HF
182
HRT Financial
New York
$2M -$2.78M -14,008 -57%
RFC
183
Regions Financial Corp
Alabama
$1.99M -$2.97K -15 -0.1%
SQA
184
Simon Quick Advisors
New Jersey
$1.96M +$23.8K +120 +1%
IP
185
Investment Partners
Ohio
$1.95M -$20.4K -103 -1%
SAS
186
Sage Advisory Services
Texas
$1.95M
Millennium Management
187
Millennium Management
New York
$1.94M +$1.99M +10,058 New
CCT
188
Chemung Canal Trust
New York
$1.88M -$2.97K -15 -0.2%
CCT
189
Country Club Trust
Missouri
$1.86M +$1.33M +6,715 +225%
FCA
190
FinTrust Capital Advisors
South Carolina
$1.83M -$59.3K -299 -3%
RP
191
Rice Partnership
Hawaii
$1.81M
GWM
192
Geneos Wealth Management
Colorado
$1.75M -$20.8K -105 -1%
WB
193
WesBanco Bank
West Virginia
$1.74M +$31.1K +157 +2%
SW
194
SlateStone Wealth
Florida
$1.7M -$140K -705 -7%
LB
195
Legacy Bridge
Iowa
$1.68M +$36.1K +182 +2%
LSA
196
L & S Advisors
California
$1.67M -$380K -1,918 -18%
SW
197
SVB Wealth
Massachusetts
$1.67M +$195K +985 +13%
William Blair Investment Management
198
William Blair Investment Management
Illinois
$1.66M -$166K -839 -9%
FPS
199
Fieldpoint Private Securities
Connecticut
$1.61M -$41.4K -209 -2%
OCM
200
Osterweis Capital Management
California
$1.6M

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.