iShares Russell 2000 Growth ETF
563 hedge funds and large institutions have $5.96B invested in iShares Russell 2000 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 163 increasing their positions, 204 reducing their positions, and 49 closing their positions.
29% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 49
2.59% more ownership
Funds ownership: 63.06% → 65.65% (+2.6%)
2% more funds holding
Funds holding: 553 → 563 (+10)
2% more capital invested
Capital invested by funds: $5.84B → $5.96B (+$117M)
5% less funds holding in top 10
Funds holding in top 10: 39 → 37 (-2)
20% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 204
51% less call options, than puts
Call options by funds: $24.2M | Put options by funds: $49.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$143M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$96M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$66.6M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$58.4M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$94.9M |
| 2 |
Morgan Stanley
New York
|
-$90.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$55.8M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$40.1M |
| 5 |
Goldman Sachs
New York
|
-$39.6M |
IWO Hedge Fund Activity: Q1 2018 in Review
563 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2018, worth a combined $5.96B — up 2% from $5.84B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IWO positions and 49 closed out — a net gain of 14 holders — while 163 added to existing stakes and 204 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $143M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $94.9M sold.
- 563 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2018, up from 553 in Q4 2017.
- Funds reported $5.96B of iShares Russell 2000 Growth ETF stock for Q1 2018, up 2% quarter-over-quarter.
- 63 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2018 and 49 closed out, a net change of +14 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q1 2018 was Envestnet Asset Management, an estimated $143M added.
- The largest iShares Russell 2000 Growth ETF seller in Q1 2018 was Janus Henderson Group, an estimated $94.9M sold.
Based on aggregated 13F filings for Q1 2018.