iShares Russell 2000 Growth ETF
401 hedge funds and large institutions have $4.25B invested in iShares Russell 2000 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 139 reducing their positions, and 42 closing their positions.
17% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 42
1% more funds holding
Funds holding: 399 → 401 (+2)
7% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 139
7.4% less ownership
Funds ownership: 74.6% → 67.21% (-7.4%)
20% less capital invested
Capital invested by funds: $5.32B → $4.25B (-$1.07B)
24% less funds holding in top 10
Funds holding in top 10: 38 → 29 (-9)
74% less call options, than puts
Call options by funds: $13.1M | Put options by funds: $50.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$85.8M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$37.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$35.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$22M |
| 5 |
Bank of New York Mellon
New York
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$132M |
| 2 |
Goldman Sachs
New York
|
-$126M |
| 3 |
Morgan Stanley
New York
|
-$52.1M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$42.6M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$37.4M |
IWO Hedge Fund Activity: Q3 2015 in Review
401 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2015, worth a combined $4.25B — down 20% from $5.32B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new IWO positions and 42 closed out — a net gain of 7 holders — while 129 added to existing stakes and 139 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $85.8M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $132M.
- 401 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2015, up from 399 in Q2 2015.
- Funds reported $4.25B of iShares Russell 2000 Growth ETF stock for Q3 2015, down 20% quarter-over-quarter.
- 49 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2015 and 42 closed out, a net change of +7 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q3 2015 was Fidelity Investments, an estimated $85.8M added.
- The largest iShares Russell 2000 Growth ETF seller in Q3 2015 was BNP Paribas Financial Markets, an estimated $132M sold.
Based on aggregated 13F filings for Q3 2015.