iShares Russell 2000 Growth ETF
350 hedge funds and large institutions have $4.48B invested in iShares Russell 2000 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 103 increasing their positions, 144 reducing their positions, and 33 closing their positions.
6.26% more ownership
Funds ownership: 70.06% → 76.33% (+6.3%)
0% less capital invested
Capital invested by funds: $4.48B → $4.48B (-$107K)
4% less funds holding
Funds holding: 364 → 350 (-14)
16% less funds holding in top 10
Funds holding in top 10: 31 → 26 (-5)
28% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 144
33% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 33
51% less call options, than puts
Call options by funds: $35.7M | Put options by funds: $72.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$264M |
| 2 |
Citigroup
New York
|
+$63.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$63.8M |
| 4 |
IA
IndexIQ Advisors
New York
|
+$48.7M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$95.3M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$72.1M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$41.4M |
| 4 |
JP Morgan Chase
New York
|
-$33.7M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$31.2M |
IWO Hedge Fund Activity: Q2 2014 in Review
350 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2014, worth a combined $4.48B — down 0% from $4.48B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of IWO and 22 opened new positions — a net loss of 11 holders — while 144 trimmed existing stakes and 103 added.
The largest buyer was Morgan Stanley, adding an estimated $264M. The largest seller was Goldman Sachs, cutting an estimated $95.3M.
- 350 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2014, down from 364 in Q1 2014.
- Funds reported $4.48B of iShares Russell 2000 Growth ETF stock for Q2 2014, down 0% quarter-over-quarter.
- 22 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2014 and 33 closed out, a net change of -11 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q2 2014 was Morgan Stanley, an estimated $264M added.
- The largest iShares Russell 2000 Growth ETF seller in Q2 2014 was Goldman Sachs, an estimated $95.3M sold.
Based on aggregated 13F filings for Q2 2014.