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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
Bank of America
1
Bank of America
North Carolina
$654M -$2.65M -13,417 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$571M -$173M -877,101 -24%
Wells Fargo
3
Wells Fargo
California
$441M -$9.01M -45,574 -2%
TF
4
TIAA FSB
Florida
$364M +$255M +1,288,616 +247%
Goldman Sachs
5
Goldman Sachs
New York
$251M +$3.64M +18,419 +1%
B
6
Barings
North Carolina
$153M +$12.9M +65,000 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$148M -$1.22M -6,149 -0.8%
M&T Bank
8
M&T Bank
New York
$144M -$2.87M -14,512 -2%
Financial Engines Advisors
9
Financial Engines Advisors
California
$142M -$418K -2,115 -0.3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$135M -$293K -1,482 -0.2%
CK
11
Cohen Klingenstein
New York
$134M -$593K -3,000 -0.4%
UBS Group
12
UBS Group
Switzerland
$130M +$3.77M +19,064 +3%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$118M -$13.1M -66,422 -10%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$112M -$7.26M -36,730 -6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$98.3M +$442K +2,233 +0.5%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$92.6M +$1.13M +5,737 +1%
Northern Trust
17
Northern Trust
Illinois
$90.4M +$31.4K +159 +0%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$85.2M +$20.1M +101,677 +32%
SCM
19
Sterling Capital Management
North Carolina
$84.1M -$5.18M -26,169 -6%
Citigroup
20
Citigroup
New York
$75.6M -$61.8M -312,455 -45%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$70M -$59.5M -301,000 -46%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$67.2M +$20.9M +105,564 +46%
CB
23
Commerce Bank
Missouri
$65.9M +$1.65M +8,363 +3%
LPL Financial
24
LPL Financial
California
$64.4M -$795K -4,019 -1%
SF
25
Synovus Financial
Georgia
$63.6M +$1.87M +9,475 +3%

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.