iShares Russell 2000 Growth ETF
411 hedge funds and large institutions have $3.68B invested in iShares Russell 2000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 168 reducing their positions, and 50 closing their positions.
4% more funds holding in top 10
Funds holding in top 10: 27 → 28 (+1)
4% less call options, than puts
Call options by funds: $325M | Put options by funds: $340M
3% less funds holding
Funds holding: 423 → 411 (-12)
4.31% less ownership
Funds ownership: 65.27% → 60.96% (-4.3%)
5% less capital invested
Capital invested by funds: $3.89B → $3.68B (-$209M)
18% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 50
35% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 168
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$45.6M |
| 2 |
Bank of New York Mellon
New York
|
+$23.8M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$16.2M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
+$14.3M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$86.7M |
| 2 |
LPL Financial
San Diego,
California
|
-$66.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$64.7M |
| 4 |
Citigroup
New York
|
-$50.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$43.4M |
IWO Hedge Fund Activity: Q2 2016 in Review
411 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2016, worth a combined $3.68B — down 5.4% from $3.89B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of IWO and 41 opened new positions — a net loss of 9 holders — while 168 trimmed existing stakes and 109 added.
The largest buyer was Landscape Capital Management, opening a new position worth an estimated $45.6M. The largest seller was Fidelity Investments, cutting an estimated $86.7M.
- 411 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2016, down from 423 in Q1 2016.
- Funds reported $3.68B of iShares Russell 2000 Growth ETF stock for Q2 2016, down 5.4% quarter-over-quarter.
- 41 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2016 and 50 closed out, a net change of -9 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q2 2016 was Landscape Capital Management, an estimated $45.6M added.
- The largest iShares Russell 2000 Growth ETF seller in Q2 2016 was Fidelity Investments, an estimated $86.7M sold.
Based on aggregated 13F filings for Q2 2016.