iShares Russell 2000 Growth ETF
431 hedge funds and large institutions have $4.26B invested in iShares Russell 2000 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 147 increasing their positions, 137 reducing their positions, and 32 closing their positions.
109% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 32
7% more funds holding
Funds holding: 401 → 431 (+30)
3% more funds holding in top 10
Funds holding in top 10: 29 → 30 (+1)
7% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 137
0% more capital invested
Capital invested by funds: $4.25B → $4.26B (+$3.15M)
3.53% less ownership
Funds ownership: 67.21% → 63.68% (-3.5%)
92% less call options, than puts
Call options by funds: $32.5M | Put options by funds: $389M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$52.9M |
| 2 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
+$46.3M |
| 3 |
IA
IndexIQ Advisors
New York
|
+$38.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$36.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$110M |
| 2 |
Morgan Stanley
New York
|
-$84.2M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$81.5M |
| 4 |
Bank of New York Mellon
New York
|
-$46.3M |
| 5 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$33.5M |
IWO Hedge Fund Activity: Q4 2015 in Review
431 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2015, worth a combined $4.26B — up 0.07% from $4.25B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new IWO positions and 32 closed out — a net gain of 35 holders — while 147 added to existing stakes and 137 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $52.9M. The largest seller was Goldman Sachs, cutting an estimated $110M.
- 431 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2015, up from 401 in Q3 2015.
- Funds reported $4.26B of iShares Russell 2000 Growth ETF stock for Q4 2015, up 0.07% quarter-over-quarter.
- 67 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2015 and 32 closed out, a net change of +35 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q4 2015 was Wellington Management Group, an estimated $52.9M added.
- The largest iShares Russell 2000 Growth ETF seller in Q4 2015 was Goldman Sachs, an estimated $110M sold.
Based on aggregated 13F filings for Q4 2015.