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iShares Russell 2000 Growth ETF
IWO

293 hedge funds and large institutions have $10.6B invested in iShares Russell 2000 Growth ETF in 2013 Q2 according to their latest regulatory filings, with 293 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

56.37% more ownership

Funds ownership: 0% → 56.37% (+56%)

45% less call options, than puts

Call options by funds: $5.35M | Put options by funds: $9.7M

Holders
293
Holders Change
+293
Holders Change %
–
% of All Funds
9.56%
Holding in Top 10
22
Holding in Top 10 Change
+22
Holding in Top 10 Change %
% of All Funds
0.72%
New
293
Increased
–
Reduced
–
Closed
–
Calls
$5.35M
Puts
$9.7M
Net Calls
-$4.35M
Net Calls Change
-$4.35M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JA
1
JOYN Advisors
Georgia
$7.85B – – –
Wells Fargo
2
Wells Fargo
California
$185M +$181M +1,656,101 New
Bank of America
3
Bank of America
North Carolina
$178M +$175M +1,599,467 New
Morgan Stanley
4
Morgan Stanley
New York
$173M +$170M +1,552,152 New
JP Morgan Chase
5
JP Morgan Chase
New York
$140M +$138M +1,258,900 New
Bank of New York Mellon
6
Bank of New York Mellon
New York
$98.5M +$96.4M +882,953 New
HCM
7
Highfields Capital Management
Massachusetts
$93.7M +$91.8M +840,000 New
Citigroup
8
Citigroup
New York
$93.1M +$91.2M +834,987 New
CK
9
Cohen Klingenstein
New York
$79.1M +$77.5M +709,565 New
CC
10
Curian Capital
Colorado
$78.8M +$77.2M +706,454 New
Goldman Sachs
11
Goldman Sachs
New York
$61.9M +$60.6M +555,134 New
Wellington Management Group
12
Wellington Management Group
Massachusetts
$58.4M +$57.2M +523,358 New
U
13
UBS
Switzerland
$55.5M +$54.3M +497,330 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$49.7M +$48.7M +445,600 New
SF
15
Synovus Financial
Georgia
$44.2M +$43.3M +396,162 New
CCMG
16
Clark Capital Management Group
Pennsylvania
$43M +$42.1M +385,593 New
TCT
17
TIAA CREF Trust
Missouri
$41.4M +$40.6M +371,556 New
CHA
18
Cedar Hill Associates
Illinois
$40M +$39.2M +358,965 New
MSA
19
Mason Street Advisors
Wisconsin
$37.4M +$36.6M +335,034 New
JHIU
20
Janus Henderson Investors US
Colorado
$35.4M +$34.7M +317,900 New
CB
21
Commerce Bank
Missouri
$34.3M +$33.6M +307,625 New
EFS
22
Edelman Financial Services
Virginia
$33.7M +$33M +301,932 New
TAIM
23
TD Ameritrade Investment Management
Nebraska
$30.6M +$29.9M +274,065 New
ECM
24
ETrade Capital Management
Virginia
$30M +$29.4M +269,054 New
WTIM
25
Wilmington Trust Investment Management
Delaware
$29.1M +$28.5M +261,152 New
1
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IWO Hedge Fund Activity: Q2 2013 in Review

293 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2013, worth a combined $10.6B.

Buyers outnumbered sellers: 293 funds opened new IWO positions and 0 closed out — a net gain of 293 holders — while 0 added to existing stakes and 0 trimmed.

  • 293 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $10.6B of iShares Russell 2000 Growth ETF stock for Q2 2013.
  • 293 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2013 and 0 closed out, a net change of +293 holders.

Based on aggregated 13F filings for Q2 2013.