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iShares Russell 2000 Growth ETF

677 hedge funds and large institutions have $6.68B invested in iShares Russell 2000 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 172 increasing their positions, 240 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 50

9% more capital invested

Capital invested by funds: $6.12B → $6.68B (+$558M)

3% more funds holding

Funds holding: 660677 (+17)

1.49% more ownership

Funds ownership: 72.06%73.55% (+1.5%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

28% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 240

49% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $163M

Holders
677
Holders Change
+17
Holders Change %
+2.58%
% of All Funds
13.66%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.46%
New
74
Increased
172
Reduced
240
Closed
50
Calls
$82.7M
Puts
$163M
Net Calls
-$80M
Net Calls Change
+$336M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$619M -$62.8M -287,050 -9%
Bank of America
2
Bank of America
North Carolina
$594M -$2.27M -10,363 -0.4%
Wells Fargo
3
Wells Fargo
California
$456M +$58.4M +266,873 +15%
TF
4
TIAA FSB
Florida
$356M -$3.7M -16,905 -1%
Goldman Sachs
5
Goldman Sachs
New York
$231M +$358K +1,636 +0.2%
B
6
Barings
North Carolina
$224M +$28.7M +131,000 +15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$197M +$8.57M +39,175 +5%
Truist Financial
8
Truist Financial
North Carolina
$186M -$5.16M -23,586 -3%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$176M +$22.5M +102,594 +15%
Citigroup
10
Citigroup
New York
$174M +$886K +4,050 +0.5%
CK
11
Cohen Klingenstein
New York
$143M
M&T Bank
12
M&T Bank
New York
$129M -$7.43M -33,962 -6%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$128M +$109M +497,300 +614%
UBS Group
14
UBS Group
Switzerland
$120M -$9.08M -41,508 -7%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$120M +$17.4M +79,550 +17%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$108M +$750K +3,427 +0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$107M +$7.85M +35,866 +8%
Northern Trust
18
Northern Trust
Illinois
$103M +$2.66M +12,173 +3%
Financial Engines Advisors
19
Financial Engines Advisors
California
$95.6M -$22.7M -103,660 -19%
AllianceBernstein
20
AllianceBernstein
Tennessee
$84.4M -$4.63M -21,170 -5%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$74.4M +$1.8M +8,218 +3%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$72.8M -$1.33M -6,094 -2%
DADC
23
D.A. Davidson & Co
Montana
$71.2M -$919K -4,201 -1%
CB
24
Commerce Bank
Missouri
$69.3M -$1.11M -5,074 -2%
US Bancorp
25
US Bancorp
Minnesota
$67.5M +$4.03M +18,417 +6%

IWO Hedge Fund Activity: Q3 2020 in Review

677 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2020, worth a combined $6.68B — up 9.1% from $6.12B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new IWO positions and 50 closed out — a net gain of 24 holders — while 172 added to existing stakes and 240 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $109M. The largest seller was Morgan Stanley, cutting an estimated $62.8M.

  • 677 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2020, up from 660 in Q2 2020.
  • Funds reported $6.68B of iShares Russell 2000 Growth ETF stock for Q3 2020, up 9.1% quarter-over-quarter.
  • 74 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2020 and 50 closed out, a net change of +24 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2020 was BNP Paribas Financial Markets, an estimated $109M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2020 was Morgan Stanley, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2020.