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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
Barclays
201
Barclays
United Kingdom
$1.52M +$1.14M +6,712 +379%
JGIA
202
Jackson Grant Investment Advisers
Connecticut
$1.51M +$3.23K +19 +0.2%
FCI
203
Financial Counselors Inc
Kansas
$1.5M
GWM
204
Geneos Wealth Management
Colorado
$1.49M -$83.2K -490 -6%
WTB
205
Washington Trust Bank
Washington
$1.49M +$86.3K +508 +7%
SIA
206
Starfire Investment Advisers
Michigan
$1.48M -$34.3K -202 -2%
AB
207
Atlas Brown
Kentucky
$1.45M -$4.08K -24 -0.3%
NL
208
NWAM LLC
Washington
$1.43M +$81.2K +478 +6%
MFW
209
Meristem Family Wealth
Minnesota
$1.4M -$812K -4,780 -38%
GP
210
Girard Partners
Pennsylvania
$1.39M +$153K +903 +13%
WSFS
211
Wilmington Savings Fund Society
Delaware
$1.38M +$425K +2,504 +48%
GC
212
Garde Capital
Washington
$1.34M -$3.4K -20 -0.3%
CPA
213
Capital Planning Advisors
California
$1.3M +$417K +2,453 +51%
N
214
Nuveen
North Carolina
$1.29M +$1.22M +7,194 New
FTS
215
Fifth Third Securities
Ohio
$1.28M -$20K -118 -2%
LSA
216
L & S Advisors
California
$1.28M -$168K -990 -12%
CCG
217
Chatham Capital Group
Georgia
$1.28M -$8.49K -50 -0.7%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$1.28M +$180K +1,062 +18%
SLT
219
St Louis Trust
Missouri
$1.27M -$24.3K -143 -2%
ECM
220
Elgethun Capital Management
South Dakota
$1.25M
TYCC
221
Texas Yale Capital Corp
Florida
$1.24M +$161K +950 +16%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$1.22M -$382K -2,251 -25%
BAS
223
Brown Advisory Securities
Maryland
$1.18M +$69.3K +408 +7%
W
224
Wealthfront
California
$1.15M +$1.09M +6,427 New
CDIA
225
Capital Directions Investment Advisors
Georgia
$1.14M +$1.08M +6,374 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.