iShares Russell 2000 Growth ETF
399 hedge funds and large institutions have $5.1B invested in iShares Russell 2000 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 130 reducing their positions, and 40 closing their positions.
48% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 40
10% more funds holding in top 10
Funds holding in top 10: 29 → 32 (+3)
4% more funds holding
Funds holding: 383 → 399 (+16)
5% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 130
3% more capital invested
Capital invested by funds: $4.95B → $5.1B (+$158M)
4.42% less ownership
Funds ownership: 73.97% → 69.56% (-4.4%)
65% less call options, than puts
Call options by funds: $22.3M | Put options by funds: $63.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$146M |
| 2 |
Goldman Sachs
New York
|
+$93.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$47M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$45.4M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$43.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$218M |
| 2 |
Citigroup
New York
|
-$143M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$136M |
| 4 |
SG Americas Securities
New York
|
-$79.7M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$46.8M |
IWO Hedge Fund Activity: Q1 2015 in Review
399 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2015, worth a combined $5.1B — up 3.2% from $4.95B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new IWO positions and 40 closed out — a net gain of 19 holders — while 136 added to existing stakes and 130 trimmed.
The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $146M. The largest seller was JP Morgan Chase, cutting an estimated $218M.
- 399 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2015, up from 383 in Q4 2014.
- Funds reported $5.1B of iShares Russell 2000 Growth ETF stock for Q1 2015, up 3.2% quarter-over-quarter.
- 59 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2015 and 40 closed out, a net change of +19 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q1 2015 was BNP Paribas Financial Markets, an estimated $146M added.
- The largest iShares Russell 2000 Growth ETF seller in Q1 2015 was JP Morgan Chase, an estimated $218M sold.
Based on aggregated 13F filings for Q1 2015.