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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
Millennium Management
126
Millennium Management
New York
$3.35M +$943K +6,893 +39%
AP
127
Advisors Preferred
Maryland
$3.34M -$1.11M -8,139 -25%
William Blair & Company
128
William Blair & Company
Illinois
$3.32M +$989K +7,233 +42%
FT
129
Fiduciary Trust
Massachusetts
$3.11M +$232K +1,700 +8%
AB
130
Atlas Brown
Kentucky
$2.88M +$2.89M +21,129 New
BCI
131
Brinker Capital Investments
Pennsylvania
$2.86M
JIC
132
Johnson Investment Counsel
Ohio
$2.83M +$5.61K +41 +0.2%
FIG
133
FundX Investment Group
California
$2.78M -$1.68M -12,300 -38%
PFBT
134
Parkside Financial Bank & Trust
Missouri
$2.75M +$597K +4,363 +28%
AIG
135
American International Group
New York
$2.73M -$47M -343,364 -94%
OC
136
Oppenheimer & Co
New York
$2.71M -$5.18M -37,863 -66%
Truist Financial
137
Truist Financial
North Carolina
$2.69M +$547 +4 +0%
CCT
138
Chemung Canal Trust
New York
$2.63M
CIBC World Market
139
CIBC World Market
Ontario, Canada
$2.63M
FFSOTS
140
Fiduciary Financial Services of The Southwest
Texas
$2.59M -$957 -7 -0%
Comerica Bank
141
Comerica Bank
Texas
$2.53M +$750K +5,485 +42%
MFS
142
MSI Financial Services
Massachusetts
$2.43M +$275K +2,012 +13%
SHGA
143
Sand Hill Global Advisors
California
$2.39M
GMA
144
Goldstein Munger & Associates
California
$2.38M -$22.4K -164 -0.9%
FPCM
145
Financial Partners Capital Management
New York
$2.35M +$899K +6,575 +61%
AT
146
Arden Trust
Delaware
$2.28M -$318K -2,329 -12%
3AM
147
3D Asset Management
Connecticut
$2.1M -$81.4K -595 -4%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$2.03M +$365K +2,667 +22%
VKH
149
Virtu KCG Holdings
New York
$1.95M +$488K +3,570 +33%
WSFS
150
Wilmington Savings Fund Society
Delaware
$1.94M +$56.9K +416 +3%

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.