iShares Russell 2000 Growth ETF
642 hedge funds and large institutions have $6.01B invested in iShares Russell 2000 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 174 increasing their positions, 193 reducing their positions, and 79 closing their positions.
48% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 79
6% more funds holding
Funds holding: 608 → 642 (+34)
10% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 193
2.17% less ownership
Funds ownership: 74.34% → 72.18% (-2.2%)
6% less funds holding in top 10
Funds holding in top 10: 31 → 29 (-2)
27% less capital invested
Capital invested by funds: $8.22B → $6.01B (-$2.21B)
87% less call options, than puts
Call options by funds: $22.8M | Put options by funds: $170M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$130M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$84.5M |
| 3 |
Morgan Stanley
New York
|
+$75.1M |
| 4 |
Citigroup
New York
|
+$72.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$61.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
-$306M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$172M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$145M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$117M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$88.6M |
IWO Hedge Fund Activity: Q4 2018 in Review
642 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2018, worth a combined $6.01B — down 27% from $8.22B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new IWO positions and 79 closed out — a net gain of 38 holders — while 174 added to existing stakes and 193 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $130M. The largest seller was Churchill Management, exiting entirely with an estimated $306M sold.
- 642 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2018, up from 608 in Q3 2018.
- Funds reported $6.01B of iShares Russell 2000 Growth ETF stock for Q4 2018, down 27% quarter-over-quarter.
- 117 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2018 and 79 closed out, a net change of +38 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $130M added.
- The largest iShares Russell 2000 Growth ETF seller in Q4 2018 was Churchill Management, an estimated $306M sold.
Based on aggregated 13F filings for Q4 2018.