iShares Russell 2000 Growth ETF
489 hedge funds and large institutions have $4.53B invested in iShares Russell 2000 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 151 increasing their positions, 162 reducing their positions, and 32 closing their positions.
153% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 32
24% more funds holding in top 10
Funds holding in top 10: 29 → 36 (+7)
11% more funds holding
Funds holding: 442 → 489 (+47)
2% more capital invested
Capital invested by funds: $4.45B → $4.53B (+$86.4M)
7% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 162
3.55% less ownership
Funds ownership: 66.72% → 63.17% (-3.6%)
80% less call options, than puts
Call options by funds: $11.5M | Put options by funds: $58.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
+$84.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$46.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$41.5M |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$22.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$164M |
| 2 |
Citigroup
New York
|
-$95.2M |
| 3 |
Goldman Sachs
New York
|
-$84.8M |
| 4 |
JP Morgan Chase
New York
|
-$47.8M |
| 5 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
-$32.7M |
IWO Hedge Fund Activity: Q4 2016 in Review
489 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2016, worth a combined $4.53B — up 1.9% from $4.45B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new IWO positions and 32 closed out — a net gain of 49 holders — while 151 added to existing stakes and 162 trimmed.
The largest buyer was Palisade Capital Management, opening a new position worth an estimated $84.7M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $164M.
- 489 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2016, up from 442 in Q3 2016.
- Funds reported $4.53B of iShares Russell 2000 Growth ETF stock for Q4 2016, up 1.9% quarter-over-quarter.
- 81 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2016 and 32 closed out, a net change of +49 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q4 2016 was Palisade Capital Management, an estimated $84.7M added.
- The largest iShares Russell 2000 Growth ETF seller in Q4 2016 was BNP Paribas Financial Markets, an estimated $164M sold.
Based on aggregated 13F filings for Q4 2016.