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iShares Russell 2000 Growth ETF

364 hedge funds and large institutions have $4.48B invested in iShares Russell 2000 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 113 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

6% more capital invested

Capital invested by funds: $4.22B → $4.48B (+$261M)

4% more ownership

Funds ownership: 66.06%70.06% (+4%)

1% more funds holding

Funds holding: 362364 (+2)

12% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 129

18% less funds holding in top 10

Funds holding in top 10: 3831 (-7)

81% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $62.5M

Holders
364
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
10.51%
Holding in Top 10
31
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.42%
% of All Funds
0.9%
New
42
Increased
113
Reduced
129
Closed
36
Calls
$11.9M
Puts
$62.5M
Net Calls
-$50.5M
Net Calls Change
-$3M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
101
Placemark Investments
Illinois
$4.82M -$41K -300 -0.8%
CHFS
102
Cobble Hill Financial Services
New Jersey
$4.8M +$273K +2,000 +6%
BIT
103
BlackRock Institutional Trust
California
$4.78M -$2.81M -20,584 -37%
MAA
104
Managed Account Advisors
New Jersey
$4.76M -$10.9M -79,747 -69%
Brown Advisory
105
Brown Advisory
Maryland
$4.76M -$113K -828 -2%
CS
106
Credit Suisse
Switzerland
$4.71M +$642K +4,698 +16%
TH
107
Timber Hill
Connecticut
$4.67M -$10M -73,122 -68%
UCFA
108
United Capital Financial Advisors
Texas
$4.4M +$4.18M +30,599 +1,749%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$4.24M +$127K +932 +3%
CCM
110
Covington Capital Management
California
$4.18M +$3.33M +24,386 +386%
MFW
111
Meristem Family Wealth
Minnesota
$4.17M -$63.6K -465 -1%
MBT
112
Montecito Bank & Trust
California
$4.05M -$171K -1,250 -4%
KC
113
Kingfisher Capital
North Carolina
$3.99M -$9.57K -70 -0.2%
BTS
114
BB&T Securities
Virginia
$3.98M +$410 +3 +0.1%
TF
115
Tompkins Financial
New York
$3.91M -$192K -1,401 -5%
1IA
116
1834 Investment Advisors
Wisconsin
$3.83M -$33.5K -245 -0.9%
GW
117
GW & Wade
Massachusetts
$3.78M +$64K +468 +2%
GT
118
Glenmede Trust
Pennsylvania
$3.77M +$138K +1,009 +4%
WT
119
Whittier Trust
California
$3.74M -$37.7K -276 -1%
RFC
120
Regions Financial Corp
Alabama
$3.73M -$508K -3,714 -12%
CAN
121
Cetera Advisor Networks
California
$3.56M +$1.1M +8,047 +44%
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$3.56M +$2.81M +20,574 +366%
LFG
123
LifePlan Financial Group
Ohio
$3.55M -$9.65M -70,581 -73%
DY
124
Dowling & Yahnke
California
$3.5M
SAM
125
Sequent Asset Management
Texas
$3.5M -$6.84K -50 -0.2%

IWO Hedge Fund Activity: Q1 2014 in Review

364 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2014, worth a combined $4.48B — up 6.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IWO positions and 36 closed out — a net gain of 6 holders — while 113 added to existing stakes and 129 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $231M. The largest seller was Susquehanna International Group, cutting an estimated $202M.

  • 364 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2014, up from 362 in Q4 2013.
  • Funds reported $4.48B of iShares Russell 2000 Growth ETF stock for Q1 2014, up 6.2% quarter-over-quarter.
  • 42 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2014 and 36 closed out, a net change of +6 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q1 2014 was Goldman Sachs, an estimated $231M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q1 2014 was Susquehanna International Group, an estimated $202M sold.

Based on aggregated 13F filings for Q1 2014.