iShares Russell 2000 Growth ETF
833 hedge funds and large institutions have $7.28B invested in iShares Russell 2000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 254 increasing their positions, 230 reducing their positions, and 53 closing their positions.
26% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 53
10% more repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 230
0% more funds holding
Funds holding: 830 → 833 (+3)
8% less capital invested
Capital invested by funds: $7.91B → $7.28B (-$635M)
17% less funds holding in top 10
Funds holding in top 10: 29 → 24 (-5)
18.16% less ownership
Funds ownership: 96.54% → 78.38% (-18%)
84% less call options, than puts
Call options by funds: $18.1M | Put options by funds: $110M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$136M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$91.9M |
| 3 |
Jane Street
New York
|
+$90.5M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$87.5M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$83.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
-$1.76B |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$207M |
| 3 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$126M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$121M |
| 5 |
Morgan Stanley
New York
|
-$54.9M |
IWO Hedge Fund Activity: Q3 2023 in Review
833 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2023, worth a combined $7.28B — down 8% from $7.91B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new IWO positions and 53 closed out — a net gain of 14 holders — while 254 added to existing stakes and 230 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $136M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $1.76B sold.
- 833 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2023, up from 830 in Q2 2023.
- Funds reported $7.28B of iShares Russell 2000 Growth ETF stock for Q3 2023, down 8% quarter-over-quarter.
- 67 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2023 and 53 closed out, a net change of +14 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q3 2023 was Victory Capital Management, an estimated $136M added.
- The largest iShares Russell 2000 Growth ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $1.76B sold.
Based on aggregated 13F filings for Q3 2023.