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iShares Russell 2000 Growth ETF

474 hedge funds and large institutions have $5.09B invested in iShares Russell 2000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 145 increasing their positions, 160 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

8% more capital invested

Capital invested by funds: $4.73B → $5.09B (+$358M)

2.06% more ownership

Funds ownership: 62.03%64.09% (+2.1%)

0% more funds holding

Funds holding: 474474 (0)

9% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 160

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

49% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $21M

Holders
474
Holders Change
Holders Change %
0%
% of All Funds
11.82%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.72%
New
49
Increased
145
Reduced
160
Closed
42
Calls
$10.8M
Puts
$21M
Net Calls
-$10.2M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$507M +$79.5M +482,994 +19%
Morgan Stanley
2
Morgan Stanley
New York
$383M +$28.2M +171,450 +8%
Goldman Sachs
3
Goldman Sachs
New York
$337M +$88.6M +538,168 +37%
Wells Fargo
4
Wells Fargo
California
$284M -$28.8M -174,912 -9%
TF
5
TIAA FSB
Florida
$222M +$217M +1,316,450 New
M&T Bank
6
M&T Bank
New York
$168M -$1.25M -7,617 -0.8%
HCM
7
Highfields Capital Management
Massachusetts
$142M
Wellington Management Group
8
Wellington Management Group
Massachusetts
$141M +$94.6M +574,649 +221%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$118M -$119K -723 -0.1%
CK
10
Cohen Klingenstein
New York
$114M
EFS
11
Edelman Financial Services
Virginia
$108M -$115K -697 -0.1%
UBS Group
12
UBS Group
Switzerland
$104M +$2.08M +12,649 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$87.3M +$4.17M +25,353 +5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$85.9M -$1.15M -7,005 -1%
BAM
15
Baring Asset Management
United Kingdom
$84.2M -$2.53M -15,400 -3%
State Board of Administration of Florida Retirement System
16
State Board of Administration of Florida Retirement System
Florida
$80.7M -$7.21M -43,775 -8%
Citigroup
17
Citigroup
New York
$66M -$33.4M -202,725 -34%
ECM
18
ETrade Capital Management
Virginia
$64.6M +$2.34M +14,243 +4%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$55.7M -$9.5M -57,725 -15%
Northern Trust
20
Northern Trust
Illinois
$55.6M -$2.15M -13,077 -4%
FWIA
21
Fort Washington Investment Advisors
Ohio
$49.1M
JMPWA
22
JP Morgan Private Wealth Advisors
California
$48.1M -$807K -4,901 -2%
US Bancorp
23
US Bancorp
Minnesota
$47.3M -$778K -4,725 -2%
LPL Financial
24
LPL Financial
California
$46.9M +$43M +260,981 +1,554%
CB
25
Commerce Bank
Missouri
$43.3M -$1.14M -6,920 -3%

IWO Hedge Fund Activity: Q2 2017 in Review

474 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2017, worth a combined $5.09B — up 7.6% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IWO positions and 42 closed out — a net gain of 7 holders — while 145 added to existing stakes and 160 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $94.6M. The largest seller was Palisade Capital Management, exiting entirely with an estimated $88.2M sold.

  • 474 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $5.09B of iShares Russell 2000 Growth ETF stock for Q2 2017, up 7.6% quarter-over-quarter.
  • 49 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2017 and 42 closed out, a net change of +7 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2017 was Wellington Management Group, an estimated $94.6M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2017 was Palisade Capital Management, an estimated $88.2M sold.

Based on aggregated 13F filings for Q2 2017.