iShares Russell 2000 Growth ETF
399 hedge funds and large institutions have $5.32B invested in iShares Russell 2000 Growth ETF in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 138 increasing their positions, 125 reducing their positions, and 30 closing their positions.
27% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 30
19% more funds holding in top 10
Funds holding in top 10: 32 → 38 (+6)
10% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 125
5.05% more ownership
Funds ownership: 69.56% → 74.6% (+5%)
4% more capital invested
Capital invested by funds: $5.1B → $5.32B (+$221M)
0% more funds holding
Funds holding: 399 → 399 (0)
20% less call options, than puts
Call options by funds: $25.2M | Put options by funds: $31.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$78.1M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$76.6M |
| 3 |
Morgan Stanley
New York
|
+$73M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$50.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$50.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$92.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$88.1M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$76.3M |
| 4 |
Bank of New York Mellon
New York
|
-$46.4M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$43.4M |
IWO Hedge Fund Activity: Q2 2015 in Review
399 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2015, worth a combined $5.32B — up 4.3% from $5.1B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IWO positions and 30 closed out — a net gain of 8 holders — while 138 added to existing stakes and 125 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $78.1M. The largest seller was Wellington Management Group, cutting an estimated $92.9M.
- 399 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $5.32B of iShares Russell 2000 Growth ETF stock for Q2 2015, up 4.3% quarter-over-quarter.
- 38 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2015 and 30 closed out, a net change of +8 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q2 2015 was JP Morgan Chase, an estimated $78.1M added.
- The largest iShares Russell 2000 Growth ETF seller in Q2 2015 was Wellington Management Group, an estimated $92.9M sold.
Based on aggregated 13F filings for Q2 2015.