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iShares Russell 2000 Growth ETF

804 hedge funds and large institutions have $8.64B invested in iShares Russell 2000 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 205 increasing their positions, 229 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 39

48% more funds holding in top 10

Funds holding in top 10: 2334 (+11)

29% more capital invested

Capital invested by funds: $6.68B → $8.64B (+$1.96B)

19% more funds holding

Funds holding: 677804 (+127)

0.31% less ownership

Funds ownership: 73.55%73.23% (-0.31%)

10% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 229

81% less call options, than puts

Call options by funds: $63.2M | Put options by funds: $331M

Holders
804
Holders Change
+127
Holders Change %
+18.76%
% of All Funds
14.23%
Holding in Top 10
34
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+47.83%
% of All Funds
0.6%
New
180
Increased
205
Reduced
229
Closed
39
Calls
$63.2M
Puts
$331M
Net Calls
-$267M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$822M +$18.5M +72,728 +3%
Bank of America
2
Bank of America
North Carolina
$770M +$481K +1,888 +0.1%
Wells Fargo
3
Wells Fargo
California
$608M +$15.6M +61,244 +3%
TF
4
TIAA FSB
Florida
$452M -$7.72M -30,291 -2%
Goldman Sachs
5
Goldman Sachs
New York
$293M -$5.8M -22,766 -2%
B
6
Barings
North Carolina
$267M -$20.4M -80,000 -8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$257M +$1.96M +7,685 +0.9%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$208M -$17.4M -68,270 -9%
CK
9
Cohen Klingenstein
New York
$185M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$172M +$153M +600,000 New
Citigroup
11
Citigroup
New York
$170M -$49.3M -193,516 -25%
M&T Bank
12
M&T Bank
New York
$158M -$7.1M -27,860 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$150M +$11M +43,231 +9%
UBS Group
14
UBS Group
Switzerland
$149M -$5.52M -21,676 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$139M -$628K -2,465 -0.5%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$138M -$15.3M -60,170 -11%
Northern Trust
17
Northern Trust
Illinois
$136M +$1.85M +7,273 +2%
Truist Financial
18
Truist Financial
North Carolina
$115M -$112M -440,075 -52%
AllianceBernstein
19
AllianceBernstein
Tennessee
$109M +$53.3K +209 +0.1%
Financial Engines Advisors
20
Financial Engines Advisors
California
$104M -$17.8M -70,026 -16%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$97.7M +$1.28M +5,004 +1%
US Bancorp
22
US Bancorp
Minnesota
$93.5M +$5.46M +21,424 +7%
DADC
23
D.A. Davidson & Co
Montana
$92.2M +$37.2K +146 +0%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$91.6M -$2.31M -9,065 -3%
JP Morgan Chase
25
JP Morgan Chase
New York
$86.9M +$1.4M +5,478 +2%

IWO Hedge Fund Activity: Q4 2020 in Review

804 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2020, worth a combined $8.64B — up 29% from $6.68B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new IWO positions and 39 closed out — a net gain of 141 holders — while 205 added to existing stakes and 229 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $153M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $117M.

  • 804 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2020, up from 677 in Q3 2020.
  • Funds reported $8.64B of iShares Russell 2000 Growth ETF stock for Q4 2020, up 29% quarter-over-quarter.
  • 180 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2020 and 39 closed out, a net change of +141 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $153M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2020.