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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.

New
Increased
Maintained
Reduced
Closed

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: 362364 (+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: 3831 (-7)

81% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $62.5M

Holders
364
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
10.51%
Holding in Top 10
31
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.42%
% of All Funds
0.9%
New
42
Increased
113
Reduced
129
Closed
36
Calls
$11.9M
Puts
$62.5M
Net Calls
-$50.5M
Net Calls Change
-$3M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$568M +$231M +1,691,133 +68%
Bank of America
2
Bank of America
North Carolina
$416M +$156M +1,138,371 +59%
Morgan Stanley
3
Morgan Stanley
New York
$355M +$112M +817,944 +46%
Wells Fargo
4
Wells Fargo
California
$233M -$19.1M -139,311 -8%
JP Morgan Chase
5
JP Morgan Chase
New York
$193M +$136M +994,361 +234%
HCM
6
Highfields Capital Management
Massachusetts
$114M
JHIU
7
Janus Henderson Investors US
Colorado
$111M +$77M +563,440 +225%
CK
8
Cohen Klingenstein
New York
$94.2M -$280K -2,050 -0.3%
Citigroup
9
Citigroup
New York
$79.6M -$50.9M -372,481 -39%
CC
10
Curian Capital
Colorado
$78.4M -$42.4M -310,066 -35%
U
11
UBS
Switzerland
$76.5M -$5.12M -37,417 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$75.4M +$40.7M +297,567 +116%
SG Americas Securities
13
SG Americas Securities
New York
$72.2M -$24M -175,376 -25%
TCT
14
TIAA CREF Trust
Missouri
$70.9M +$6.82M +49,904 +11%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$59.4M -$42.9K -314 -0.1%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$53.5M -$9.48M -69,350 -15%
EFS
17
Edelman Financial Services
Virginia
$48.7M +$2.96M +21,664 +6%
ECM
18
ETrade Capital Management
Virginia
$46.1M +$2.82M +20,614 +6%
PPA
19
Parametric Portfolio Associates
Washington
$44.9M +$1.6M +11,685 +4%
WT
20
Wilmington Trust
Delaware
$44.9M +$1.92M +14,005 +4%
VanEck Associates
21
VanEck Associates
New York
$42M +$42.2M +308,481 New
FWIA
22
Fort Washington Investment Advisors
Ohio
$40.7M +$32.7M +239,217 +398%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$40.7M +$865K +6,328 +2%
CB
24
Commerce Bank
Missouri
$40.6M +$280K +2,044 +0.7%
SF
25
Synovus Financial
Georgia
$39.3M -$9.98M -72,947 -20%

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.