We are live on ! Find out more
IWO icon

iShares Russell 2000 Growth ETF

677 hedge funds and large institutions have $6.68B invested in iShares Russell 2000 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 172 increasing their positions, 240 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 50

9% more capital invested

Capital invested by funds: $6.12B → $6.68B (+$558M)

3% more funds holding

Funds holding: 660677 (+17)

1.49% more ownership

Funds ownership: 72.06%73.55% (+1.5%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

28% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 240

49% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $163M

Holders
677
Holders Change
+17
Holders Change %
+2.58%
% of All Funds
13.66%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.46%
New
74
Increased
172
Reduced
240
Closed
50
Calls
$82.7M
Puts
$163M
Net Calls
-$80M
Net Calls Change
+$336M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
201
Atria Investments
North Carolina
$1.99M +$1.97M +9,002 New
ZB
202
Zions Bancorporation
Utah
$1.97M -$19K -87 -1%
FPS
203
Fieldpoint Private Securities
Connecticut
$1.97M -$1.09K -5 -0.1%
SFG
204
StrategIQ Financial Group
Indiana
$1.94M -$260K -1,187 -12%
TA
205
Tiedemann Advisors
New York
$1.92M -$242K -1,105 -11%
IF
206
Ironwood Financial
Arizona
$1.92M +$1.89M +8,655 New
PWM
207
Provident Wealth Management
Tennessee
$1.92M +$149K +682 +9%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$1.91M -$859K -3,926 -31%
TPCW
209
TD Private Client Wealth
New York
$1.87M -$447K -2,043 -19%
DWM
210
Darwin Wealth Management
Florida
$1.87M +$1.85M +8,444 New
GWM
211
Geneos Wealth Management
Colorado
$1.83M -$111K -505 -6%
IC
212
Intersect Capital
California
$1.83M +$10.1K +46 +0.6%
T. Rowe Price Associates
213
T. Rowe Price Associates
Maryland
$1.77M +$1.75M +7,997 New
FMBTD
214
First Midwest Bank Trust Division
Illinois
$1.71M +$97.8K +447 +6%
WTB
215
Washington Trust Bank
Washington
$1.71M
RZH
216
Relyea Zuckerberg Hanson
Connecticut
$1.69M -$76.6K -350 -5%
JGIA
217
Jackson Grant Investment Advisers
Connecticut
$1.69M -$77.5K -354 -4%
SQA
218
Simon Quick Advisors
New Jersey
$1.68M -$149K -680 -8%
MFW
219
Meristem Family Wealth
Minnesota
$1.65M
BRWA
220
B. Riley Wealth Advisors
Florida
$1.62M +$973K +4,444 +151%
PPA
221
Parametric Portfolio Associates
Washington
$1.59M +$83.8K +383 +6%
CCA
222
Cobblestone Capital Advisors
New York
$1.58M
HCMT
223
Highland Capital Management (Tennessee)
Tennessee
$1.58M +$5.47K +25 +0.4%
A
224
AdvicePeriod
California
$1.57M +$356K +1,627 +30%
SWM
225
Shakespeare Wealth Management
Wisconsin
$1.57M -$49.5K -226 -3%

IWO Hedge Fund Activity: Q3 2020 in Review

677 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2020, worth a combined $6.68B — up 9.1% from $6.12B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new IWO positions and 50 closed out — a net gain of 24 holders — while 172 added to existing stakes and 240 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $109M. The largest seller was Morgan Stanley, cutting an estimated $62.8M.

  • 677 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2020, up from 660 in Q2 2020.
  • Funds reported $6.68B of iShares Russell 2000 Growth ETF stock for Q3 2020, up 9.1% quarter-over-quarter.
  • 74 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2020 and 50 closed out, a net change of +24 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2020 was BNP Paribas Financial Markets, an estimated $109M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2020 was Morgan Stanley, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2020.