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.
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: 362 → 364 (+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: 38 → 31 (-7)
81% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $62.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$231M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$156M |
| 3 |
JP Morgan Chase
New York
|
+$136M |
| 4 |
Morgan Stanley
New York
|
+$112M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$202M |
| 2 |
Citigroup
New York
|
-$50.9M |
| 3 |
AIG
American International Group
New York
|
-$47M |
| 4 |
CC
Curian Capital
Denver,
Colorado
|
-$42.4M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$41.5M |
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.