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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
Bank of America
1
Bank of America
North Carolina
$684M +$58.4M +294,494 +9%
Morgan Stanley
2
Morgan Stanley
New York
$541M -$6.32M -31,897 -1%
Wells Fargo
3
Wells Fargo
California
$522M +$101M +509,017 +23%
TF
4
TIAA FSB
Florida
$319M -$31.3M -157,954 -9%
Goldman Sachs
5
Goldman Sachs
New York
$220M -$21.5M -108,421 -9%
B
6
Barings
North Carolina
$158M +$11M +55,500 +7%
Citigroup
7
Citigroup
New York
$149M +$78.8M +397,259 +105%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$149M +$6.85M +34,548 +5%
Financial Engines Advisors
9
Financial Engines Advisors
California
$139M +$2.22M +11,191 +2%
M&T Bank
10
M&T Bank
New York
$136M -$2.42M -12,231 -2%
SCM
11
Sterling Capital Management
North Carolina
$135M +$56.3M +283,964 +68%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$135M +$5.26M +26,540 +4%
CK
13
Cohen Klingenstein
New York
$128M -$637K -3,215 -0.5%
UBS Group
14
UBS Group
Switzerland
$127M +$2.68M +13,503 +2%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$124M +$58.3M +294,060 +84%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$103M -$4.11M -20,748 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$94.3M +$42.2K +213 +0%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$90.5M +$1.76M +8,883 +2%
Northern Trust
19
Northern Trust
Illinois
$87.8M +$1.18M +5,952 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$71.5M -$10.5M -53,029 -12%
CB
21
Commerce Bank
Missouri
$64M +$792K +3,997 +1%
US Bancorp
22
US Bancorp
Minnesota
$63M +$2.55M +12,861 +4%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$62.6M -$52.3M -263,759 -45%
SF
24
Synovus Financial
Georgia
$62M +$979K +4,940 +2%
ECM
25
ETrade Capital Management
Virginia
$60.7M +$1.47M +7,416 +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.