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iShares Russell 2000 Growth ETF

593 hedge funds and large institutions have $7.37B invested in iShares Russell 2000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 188 increasing their positions, 159 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 32

24% more capital invested

Capital invested by funds: $5.96B → $7.37B (+$1.41B)

18% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 159

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

6% more funds holding

Funds holding: 562593 (+31)

2.56% more ownership

Funds ownership: 65.64%68.2% (+2.6%)

98% less call options, than puts

Call options by funds: $23.6M | Put options by funds: $1.17B

Holders
593
Holders Change
+31
Holders Change %
+5.52%
% of All Funds
13.58%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.92%
New
69
Increased
188
Reduced
159
Closed
32
Calls
$23.6M
Puts
$1.17B
Net Calls
-$1.15B
Net Calls Change
-$1.12B
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$663M +$223M +1,115,915 +52%
Bank of America
2
Bank of America
North Carolina
$656M +$24.1M +120,299 +4%
Wells Fargo
3
Wells Fargo
California
$365M -$9.64M -48,188 -3%
TF
4
TIAA FSB
Florida
$307M +$20.1M +100,319 +7%
CM
5
Churchill Management
California
$280M +$267M +1,335,901 +3,688%
Goldman Sachs
6
Goldman Sachs
New York
$248M +$148M +740,579 +157%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$196M +$80.4M +401,973 +72%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$192M +$7.89M +39,439 +4%
M&T Bank
9
M&T Bank
New York
$192M -$2.3M -11,489 -1%
HCM
10
Highfields Capital Management
Massachusetts
$172M
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$140M +$1.64M +8,186 +1%
CK
12
Cohen Klingenstein
New York
$138M -$532K -2,660 -0.4%
Ameriprise
13
Ameriprise
Minnesota
$134M +$40.4M +201,871 +44%
EFS
14
Edelman Financial Services
Virginia
$131M -$4.4M -21,982 -3%
UBS Group
15
UBS Group
Switzerland
$125M -$1.3M -6,490 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$119M +$1.43M +7,150 +1%
B
17
Barings
North Carolina
$108M +$4.28M +21,400 +4%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$90.6M +$59.3M +296,370 +201%
CCMG
19
Clark Capital Management Group
Pennsylvania
$87M +$19.8M +99,140 +30%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$81M +$79.3M +396,269 New
SF
21
Synovus Financial
Georgia
$76.9M +$19.8M +98,780 +36%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$73.8M +$1.28M +6,419 +2%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$73.5M
Northern Trust
24
Northern Trust
Illinois
$72M +$2.15M +10,744 +3%
JP Morgan Chase
25
JP Morgan Chase
New York
$71.9M +$51.2M +256,174 +268%

IWO Hedge Fund Activity: Q2 2018 in Review

593 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2018, worth a combined $7.37B — up 24% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IWO positions and 32 closed out — a net gain of 37 holders — while 188 added to existing stakes and 159 trimmed.

The largest buyer was Churchill Management, adding an estimated $267M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $162M sold.

  • 593 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2018, up from 562 in Q1 2018.
  • Funds reported $7.37B of iShares Russell 2000 Growth ETF stock for Q2 2018, up 24% quarter-over-quarter.
  • 69 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2018 and 32 closed out, a net change of +37 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2018 was Churchill Management, an estimated $267M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2018 was Bank of Nova Scotia, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2018.