iShares Russell 2000 Growth ETF
308 hedge funds and large institutions have $3.33B invested in iShares Russell 2000 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 106 reducing their positions, and 23 closing their positions.
87% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 23
18% more funds holding in top 10
Funds holding in top 10: 22 → 26 (+4)
5% more funds holding
Funds holding: 293 → 308 (+15)
0.79% more ownership
Funds ownership: 56.37% → 57.16% (+0.79%)
0% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 106
18% less call options, than puts
Call options by funds: $28.6M | Put options by funds: $35.1M
69% less capital invested
Capital invested by funds: $10.6B → $3.33B (-$7.26B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$82.2M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
+$58.1M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$37.7M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$29.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$28.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$28.3M |
| 3 |
SCM
Sandler Capital Management
New York
|
-$26.8M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$24.8M |
| 5 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$19.2M |
IWO Hedge Fund Activity: Q3 2013 in Review
308 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2013, worth a combined $3.33B — down 69% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IWO positions and 23 closed out — a net gain of 20 holders — while 106 added to existing stakes and 106 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $82.2M. The largest seller was JP Morgan Chase, cutting an estimated $28.8M.
- 308 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2013, up from 293 in Q2 2013.
- Funds reported $3.33B of iShares Russell 2000 Growth ETF stock for Q3 2013, down 69% quarter-over-quarter.
- 43 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2013 and 23 closed out, a net change of +20 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q3 2013 was Goldman Sachs, an estimated $82.2M added.
- The largest iShares Russell 2000 Growth ETF seller in Q3 2013 was JP Morgan Chase, an estimated $28.8M sold.
Based on aggregated 13F filings for Q3 2013.