iShares Russell 2000 Growth ETF
423 hedge funds and large institutions have $3.9B invested in iShares Russell 2000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 169 reducing their positions, and 58 closing their positions.
1.59% more ownership
Funds ownership: 63.68% → 65.27% (+1.6%)
2% less funds holding
Funds holding: 432 → 423 (-9)
8% less capital invested
Capital invested by funds: $4.26B → $3.9B (-$360M)
10% less funds holding in top 10
Funds holding in top 10: 30 → 27 (-3)
12% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 58
26% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 169
93% less call options, than puts
Call options by funds: $19.3M | Put options by funds: $284M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$86.9M |
| 2 |
Citigroup
New York
|
+$52M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$35.9M |
| 4 |
JP Morgan Chase
New York
|
+$23.6M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$70.9M |
| 2 |
Goldman Sachs
New York
|
-$56.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$48M |
| 4 |
Morgan Stanley
New York
|
-$45.9M |
| 5 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$45.5M |
IWO Hedge Fund Activity: Q1 2016 in Review
423 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2016, worth a combined $3.9B — down 8.5% from $4.26B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of IWO and 51 opened new positions — a net loss of 7 holders — while 169 trimmed existing stakes and 125 added.
The largest buyer was Fidelity Investments, adding an estimated $86.9M. The largest seller was Bank of America, cutting an estimated $70.9M.
- 423 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2016, down from 432 in Q4 2015.
- Funds reported $3.9B of iShares Russell 2000 Growth ETF stock for Q1 2016, down 8.5% quarter-over-quarter.
- 51 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2016 and 58 closed out, a net change of -7 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q1 2016 was Fidelity Investments, an estimated $86.9M added.
- The largest iShares Russell 2000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $70.9M sold.
Based on aggregated 13F filings for Q1 2016.