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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
NL
201
NWAM LLC
Washington
$1.57M -$104K -526 -6%
JGIA
202
Jackson Grant Investment Advisers
Connecticut
$1.56M -$2.78K -14 -0.2%
OC
203
Oppenheimer & Co
New York
$1.56M +$110K +556 +7%
CG
204
Colony Group
Massachusetts
$1.54M -$85.8K -433 -5%
AI
205
Accredited Investors
Minnesota
$1.52M -$14.9K -75 -0.9%
CCA
206
Cobblestone Capital Advisors
New York
$1.5M -$5.26M -26,545 -77%
WTB
207
Washington Trust Bank
Washington
$1.49M -$44.6K -225 -3%
MFGP
208
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.46M -$9.71K -49 -0.6%
MFW
209
Meristem Family Wealth
Minnesota
$1.46M -$92.8K -468 -6%
IC
210
Intersect Capital
California
$1.45M +$275K +1,385 +23%
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$1.44M -$3.62M -18,269 -71%
PPA
212
Parametric Portfolio Associates
Washington
$1.44M -$58.5K -295 -4%
MOS
213
MGO One Seven
Ohio
$1.43M +$81.9K +413 +6%
SIA
214
Starfire Investment Advisers
Michigan
$1.42M -$88.2K -445 -6%
BPWA
215
Beacon Pointe Wealth Advisors
California
$1.41M -$7.34K -37 -0.5%
HCMT
216
Highland Capital Management (Tennessee)
Tennessee
$1.41M -$2.97K -15 -0.2%
OMC
217
Old Mission Capital
Illinois
$1.39M +$1.17M +5,900 +454%
KC
218
Kingfisher Capital
North Carolina
$1.38M -$47.8K -241 -3%
TA
219
Tiedemann Advisors
New York
$1.36M -$6.94K -35 -0.5%
Kayne Anderson Rudnick Investment Management
220
Kayne Anderson Rudnick Investment Management
California
$1.36M +$818K +4,128 +141%
LNC
221
Lincoln National Corp
Pennsylvania
$1.34M -$25.6K -129 -2%
CCG
222
Chatham Capital Group
Georgia
$1.3M
JA
223
JVL Associates
Michigan
$1.3M
AB
224
Atlas Brown
Kentucky
$1.3M -$111K -558 -8%
AIM
225
Arcadia Investment Management
Michigan
$1.29M +$2.97K +15 +0.2%

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.