iShares Russell 2000 Growth ETF
383 hedge funds and large institutions have $4.95B invested in iShares Russell 2000 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 23 closing their positions.
257% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 23
45% more funds holding in top 10
Funds holding in top 10: 20 → 29 (+9)
26% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 101
16% more funds holding
Funds holding: 329 → 383 (+54)
13% more capital invested
Capital invested by funds: $4.39B → $4.95B (+$552M)
3.5% less ownership
Funds ownership: 77.47% → 73.97% (-3.5%)
39% less call options, than puts
Call options by funds: $29.6M | Put options by funds: $48.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$107M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$40.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$40.8M |
| 4 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$38.2M |
| 5 |
Morgan Stanley
New York
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$226M |
| 2 |
Citigroup
New York
|
-$47.4M |
| 3 |
Bank of New York Mellon
New York
|
-$35.8M |
| 4 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$34.2M |
| 5 |
HHC
Hutchin Hill Capital
New York
|
-$21.8M |
IWO Hedge Fund Activity: Q4 2014 in Review
383 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2014, worth a combined $4.95B — up 13% from $4.39B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new IWO positions and 23 closed out — a net gain of 59 holders — while 127 added to existing stakes and 101 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $107M. The largest seller was Goldman Sachs, cutting an estimated $226M.
- 383 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2014, up from 329 in Q3 2014.
- Funds reported $4.95B of iShares Russell 2000 Growth ETF stock for Q4 2014, up 13% quarter-over-quarter.
- 82 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2014 and 23 closed out, a net change of +59 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q4 2014 was Fidelity Investments, an estimated $107M added.
- The largest iShares Russell 2000 Growth ETF seller in Q4 2014 was Goldman Sachs, an estimated $226M sold.
Based on aggregated 13F filings for Q4 2014.