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iShares Russell 2000 Growth ETF

660 hedge funds and large institutions have $6.12B invested in iShares Russell 2000 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 150 increasing their positions, 234 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 63

40% more funds holding in top 10

Funds holding in top 10: 2028 (+8)

23% more capital invested

Capital invested by funds: $4.97B → $6.12B (+$1.15B)

6% more funds holding

Funds holding: 624660 (+36)

0.98% more ownership

Funds ownership: 71.08%72.06% (+0.98%)

36% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 234

90% less call options, than puts

Call options by funds: $46.3M | Put options by funds: $462M

Holders
660
Holders Change
+36
Holders Change %
+5.77%
% of All Funds
13.53%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.57%
New
102
Increased
150
Reduced
234
Closed
63
Calls
$46.3M
Puts
$462M
Net Calls
-$416M
Net Calls Change
-$377M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$638M +$80.9M +432,405 +16%
Bank of America
2
Bank of America
North Carolina
$557M -$34.2M -182,864 -6%
Wells Fargo
3
Wells Fargo
California
$371M -$97.5M -521,525 -23%
TF
4
TIAA FSB
Florida
$336M -$6.36M -34,003 -2%
Goldman Sachs
5
Goldman Sachs
New York
$216M -$6.92M -36,989 -3%
Truist Financial
6
Truist Financial
North Carolina
$179M -$2.3M -12,296 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$176M -$10.7M -57,299 -6%
Citigroup
8
Citigroup
New York
$162M +$30.1M +160,725 +26%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$143M -$137K -735 -0.1%
B
10
Barings
North Carolina
$139M
CK
11
Cohen Klingenstein
New York
$134M
M&T Bank
12
M&T Bank
New York
$127M -$11.5M -61,687 -9%
UBS Group
13
UBS Group
Switzerland
$121M -$10.8M -57,909 -9%
Financial Engines Advisors
14
Financial Engines Advisors
California
$111M -$16.6M -88,970 -14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$99.8M -$4.41M -23,591 -5%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$95.6M -$6.59M -35,244 -7%
Northern Trust
17
Northern Trust
Illinois
$93.8M +$359K +1,918 +0.4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$92M -$596K -3,189 -0.7%
AllianceBernstein
19
AllianceBernstein
Tennessee
$83.2M -$16.5M -87,986 -18%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$69.2M -$14.1M -75,368 -18%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$67.8M +$17.1M +91,620 +39%
DADC
22
D.A. Davidson & Co
Montana
$67.4M +$1.05M +5,637 +2%
CB
23
Commerce Bank
Missouri
$65.8M -$1.69M -9,032 -3%
JP Morgan Chase
24
JP Morgan Chase
New York
$62.3M +$9.64M +51,538 +21%
FWIA
25
Fort Washington Investment Advisors
Ohio
$60.2M

IWO Hedge Fund Activity: Q2 2020 in Review

660 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2020, worth a combined $6.12B — up 23% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IWO positions and 63 closed out — a net gain of 39 holders — while 150 added to existing stakes and 234 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $80.9M. The largest seller was Wells Fargo, cutting an estimated $97.5M.

  • 660 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2020, up from 624 in Q1 2020.
  • Funds reported $6.12B of iShares Russell 2000 Growth ETF stock for Q2 2020, up 23% quarter-over-quarter.
  • 102 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2020 and 63 closed out, a net change of +39 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2020 was Morgan Stanley, an estimated $80.9M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2020 was Wells Fargo, an estimated $97.5M sold.

Based on aggregated 13F filings for Q2 2020.