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iShares Russell 2000 Growth ETF

722 hedge funds and large institutions have $6.85B invested in iShares Russell 2000 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 190 increasing their positions, 206 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 28

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

18% more funds holding

Funds holding: 613722 (+109)

18% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $31.7M

8% more capital invested

Capital invested by funds: $6.33B → $6.85B (+$517M)

8% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 206

2.51% less ownership

Funds ownership: 72.26%69.75% (-2.5%)

Holders
722
Holders Change
+109
Holders Change %
+17.78%
% of All Funds
14.23%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.59%
New
147
Increased
190
Reduced
206
Closed
28
Calls
$37.3M
Puts
$31.7M
Net Calls
+$5.6M
Net Calls Change
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$705M -$52.6M -259,014 -7%
Wells Fargo
2
Wells Fargo
California
$592M +$11.6M +57,362 +2%
Morgan Stanley
3
Morgan Stanley
New York
$487M -$109M -537,100 -19%
TF
4
TIAA FSB
Florida
$360M +$5.76M +28,391 +2%
Goldman Sachs
5
Goldman Sachs
New York
$246M +$1.44M +7,112 +0.6%
Truist Financial
6
Truist Financial
North Carolina
$195M +$176M +867,381 +2,021%
B
7
Barings
North Carolina
$184M +$8.22M +40,500 +5%
Citigroup
8
Citigroup
New York
$177M +$10.2M +50,490 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$175M +$8.88M +43,770 +6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$162M +$44.6M +219,627 +41%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$151M +$738K +3,636 +0.5%
Financial Engines Advisors
12
Financial Engines Advisors
California
$150M -$3.91M -19,284 -3%
UBS Group
13
UBS Group
Switzerland
$144M +$2.21M +10,887 +2%
CK
14
Cohen Klingenstein
New York
$142M -$467K -2,303 -0.3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$106M +$836K +4,118 +0.8%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$102M +$1.56M +7,673 +2%
Northern Trust
17
Northern Trust
Illinois
$102M +$4.03M +19,835 +4%
US Bancorp
18
US Bancorp
Minnesota
$74.5M +$4.22M +20,780 +6%
CB
19
Commerce Bank
Missouri
$73.3M +$2.01M +9,912 +3%
SF
20
Synovus Financial
Georgia
$69.3M +$356K +1,755 +0.5%
ECM
21
ETrade Capital Management
Virginia
$65.9M -$1.5M -7,374 -2%
DADC
22
D.A. Davidson & Co
Montana
$65.7M +$1.89M +9,311 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$65.6M -$13.2M -65,178 -18%
AllianceBernstein
24
AllianceBernstein
Tennessee
$64.9M -$63.9K -315 -0.1%
FWIA
25
Fort Washington Investment Advisors
Ohio
$62.4M -$812 -4 -0%

IWO Hedge Fund Activity: Q4 2019 in Review

722 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2019, worth a combined $6.85B — up 8.2% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new IWO positions and 28 closed out — a net gain of 119 holders — while 190 added to existing stakes and 206 trimmed.

The largest buyer was Truist Financial, adding an estimated $176M. The largest seller was M&T Bank, exiting entirely with an estimated $136M sold.

  • 722 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2019, up from 613 in Q3 2019.
  • Funds reported $6.85B of iShares Russell 2000 Growth ETF stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 147 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2019 and 28 closed out, a net change of +119 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q4 2019 was Truist Financial, an estimated $176M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q4 2019 was M&T Bank, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2019.