iShares Russell 2000 Growth ETF
329 hedge funds and large institutions have $4.39B invested in iShares Russell 2000 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 37 closing their positions.
1.14% more ownership
Funds ownership: 76.33% → 77.47% (+1.1%)
2% less capital invested
Capital invested by funds: $4.48B → $4.39B (-$89.4M)
6% less funds holding
Funds holding: 350 → 329 (-21)
21% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 130
23% less funds holding in top 10
Funds holding in top 10: 26 → 20 (-6)
43% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 37
68% less call options, than puts
Call options by funds: $45.3M | Put options by funds: $140M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$121M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$87.8M |
| 3 |
Goldman Sachs
New York
|
+$73.4M |
| 4 |
JP Morgan Chase
New York
|
+$67.4M |
| 5 |
Bank of New York Mellon
New York
|
+$39.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$258M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$22.2M |
| 3 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$13.8M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$13.3M |
| 5 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
-$13.1M |
IWO Hedge Fund Activity: Q3 2014 in Review
329 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2014, worth a combined $4.39B — down 2% from $4.48B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of IWO and 21 opened new positions — a net loss of 16 holders — while 130 trimmed existing stakes and 103 added.
The largest buyer was Citigroup, adding an estimated $121M. The largest seller was Morgan Stanley, cutting an estimated $258M.
- 329 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2014, down from 350 in Q2 2014.
- Funds reported $4.39B of iShares Russell 2000 Growth ETF stock for Q3 2014, down 2% quarter-over-quarter.
- 21 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2014 and 37 closed out, a net change of -16 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q3 2014 was Citigroup, an estimated $121M added.
- The largest iShares Russell 2000 Growth ETF seller in Q3 2014 was Morgan Stanley, an estimated $258M sold.
Based on aggregated 13F filings for Q3 2014.