iShares Russell 2000 Growth ETF
552 hedge funds and large institutions have $5.84B invested in iShares Russell 2000 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 151 increasing their positions, 161 reducing their positions, and 34 closing their positions.
232% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 34
30% more funds holding in top 10
Funds holding in top 10: 30 → 39 (+9)
16% more funds holding
Funds holding: 477 → 552 (+75)
6% more capital invested
Capital invested by funds: $5.51B → $5.84B (+$329M)
6% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 161
1.43% less ownership
Funds ownership: 64.49% → 63.05% (-1.4%)
74% less call options, than puts
Call options by funds: $15.5M | Put options by funds: $59.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$155M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$92.8M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
+$91.6M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$42.9M |
| 5 |
TSS
Two Sigma Securities
New York
|
+$35.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$238M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$80.9M |
| 3 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
-$78.6M |
| 4 |
Citigroup
New York
|
-$64.6M |
| 5 |
Morgan Stanley
New York
|
-$48M |
IWO Hedge Fund Activity: Q4 2017 in Review
552 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2017, worth a combined $5.84B — up 6% from $5.51B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new IWO positions and 34 closed out — a net gain of 79 holders — while 151 added to existing stakes and 161 trimmed.
The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $155M. The largest seller was Goldman Sachs, cutting an estimated $238M.
- 552 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2017, up from 477 in Q3 2017.
- Funds reported $5.84B of iShares Russell 2000 Growth ETF stock for Q4 2017, up 6% quarter-over-quarter.
- 113 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2017 and 34 closed out, a net change of +79 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q4 2017 was Bank of Nova Scotia, an estimated $155M added.
- The largest iShares Russell 2000 Growth ETF seller in Q4 2017 was Goldman Sachs, an estimated $238M sold.
Based on aggregated 13F filings for Q4 2017.