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iShares Russell 2000 Growth ETF

631 hedge funds and large institutions have $6.5B invested in iShares Russell 2000 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 164 increasing their positions, 237 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 69.92%71.29% (+1.4%)

1% more capital invested

Capital invested by funds: $6.46B → $6.5B (+$35M)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 641631 (-10)

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

31% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 237

46% less call options, than puts

Call options by funds: $37.2M | Put options by funds: $68.5M

Holders
631
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
13.71%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.5%
New
53
Increased
164
Reduced
237
Closed
56
Calls
$37.2M
Puts
$68.5M
Net Calls
-$31.3M
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
201
Bartlett & Co
Ohio
$1.72M +$104K +525 +7%
LB
202
Legacy Bridge
Iowa
$1.71M
CG
203
Colony Group
Massachusetts
$1.69M
JGIA
204
Jackson Grant Investment Advisers
Connecticut
$1.63M +$2.77K +14 +0.2%
MFW
205
Meristem Family Wealth
Minnesota
$1.61M
FCI
206
Financial Counselors Inc
Kansas
$1.6M -$2.57K -13 -0.2%
AI
207
Accredited Investors
Minnesota
$1.6M -$134K -680 -8%
WTB
208
Washington Trust Bank
Washington
$1.6M -$53.4K -270 -3%
SIA
209
Starfire Investment Advisers
Michigan
$1.57M
PPA
210
Parametric Portfolio Associates
Washington
$1.55M +$80.1K +405 +6%
SW
211
SVB Wealth
Massachusetts
$1.55M +$1.52M +7,702 New
MFGP
212
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.53M +$989 +5 +0.1%
OC
213
Oppenheimer & Co
New York
$1.51M -$133K -671 -8%
KC
214
Kingfisher Capital
North Carolina
$1.49M -$8.31K -42 -0.6%
Marshall Wace
215
Marshall Wace
United Kingdom
$1.49M +$1.39M +7,037 +1,977%
BPWA
216
Beacon Pointe Wealth Advisors
California
$1.48M -$149K -755 -9%
HCMT
217
Highland Capital Management (Tennessee)
Tennessee
$1.47M -$78.1K -395 -5%
AB
218
Atlas Brown
Kentucky
$1.47M +$44.1K +223 +3%
A
219
AdvicePeriod
California
$1.45M -$65.9K -333 -4%
TA
220
Tiedemann Advisors
New York
$1.43M +$112K +567 +9%
LNC
221
Lincoln National Corp
Pennsylvania
$1.43M +$6.92K +35 +0.5%
MOS
222
MGO One Seven
Ohio
$1.41M -$803K -4,058 -37%
First Trust Advisors
223
First Trust Advisors
Illinois
$1.37M -$80.7K -408 -6%
MIAS
224
Mason Investment Advisory Services
Virginia
$1.37M
CCG
225
Chatham Capital Group
Georgia
$1.36M -$19.8K -100 -1%

IWO Hedge Fund Activity: Q2 2019 in Review

631 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2019, worth a combined $6.5B — up 0.54% from $6.46B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IWO and 53 opened new positions — a net loss of 3 holders — while 237 trimmed existing stakes and 164 added.

The largest buyer was TIAA FSB, adding an estimated $255M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 631 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2019, down from 641 in Q1 2019.
  • Funds reported $6.5B of iShares Russell 2000 Growth ETF stock for Q2 2019, up 0.54% quarter-over-quarter.
  • 53 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2019 and 56 closed out, a net change of -3 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $255M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2019 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.