iShares Russell 2000 Growth ETF
362 hedge funds and large institutions have $4.22B invested in iShares Russell 2000 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 122 increasing their positions, 102 reducing their positions, and 18 closing their positions.
328% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 18
46% more funds holding in top 10
Funds holding in top 10: 26 → 38 (+12)
27% more capital invested
Capital invested by funds: $3.33B → $4.22B (+$896M)
20% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 102
18% more funds holding
Funds holding: 308 → 362 (+54)
8.9% more ownership
Funds ownership: 57.16% → 66.06% (+8.9%)
77% less call options, than puts
Call options by funds: $14.5M | Put options by funds: $62M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$200M |
| 2 |
Goldman Sachs
New York
|
+$161M |
| 3 |
SG Americas Securities
New York
|
+$74.2M |
| 4 |
AIG
American International Group
New York
|
+$45.6M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$102M |
| 2 |
JP Morgan Chase
New York
|
-$77.1M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
-$39.2M |
| 4 |
RMPT
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
-$15.7M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$12.6M |
IWO Hedge Fund Activity: Q4 2013 in Review
362 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2013, worth a combined $4.22B — up 27% from $3.33B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new IWO positions and 18 closed out — a net gain of 59 holders — while 122 added to existing stakes and 102 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $200M. The largest seller was Bank of New York Mellon, cutting an estimated $102M.
- 362 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2013, up from 308 in Q3 2013.
- Funds reported $4.22B of iShares Russell 2000 Growth ETF stock for Q4 2013, up 27% quarter-over-quarter.
- 77 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2013 and 18 closed out, a net change of +59 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q4 2013 was Susquehanna International Group, an estimated $200M added.
- The largest iShares Russell 2000 Growth ETF seller in Q4 2013 was Bank of New York Mellon, an estimated $102M sold.
Based on aggregated 13F filings for Q4 2013.