iShares Russell 2000 Growth ETF
442 hedge funds and large institutions have $4.45B invested in iShares Russell 2000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 139 reducing their positions, and 20 closing their positions.
190% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 20
21% more capital invested
Capital invested by funds: $3.68B → $4.45B (+$767M)
8% more funds holding
Funds holding: 411 → 442 (+31)
5.76% more ownership
Funds ownership: 60.96% → 66.72% (+5.8%)
4% more funds holding in top 10
Funds holding in top 10: 28 → 29 (+1)
2% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 139
73% less call options, than puts
Call options by funds: $23.2M | Put options by funds: $85.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$233M |
| 2 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
+$110M |
| 3 |
Goldman Sachs
New York
|
+$82.4M |
| 4 |
Citigroup
New York
|
+$72.9M |
| 5 |
Morgan Stanley
New York
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$41.1M |
| 2 |
Bank of New York Mellon
New York
|
-$30M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$21.1M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$19.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$13.5M |
IWO Hedge Fund Activity: Q3 2016 in Review
442 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2016, worth a combined $4.45B — up 21% from $3.68B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new IWO positions and 20 closed out — a net gain of 38 holders — while 136 added to existing stakes and 139 trimmed.
The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $233M. The largest seller was JP Morgan Chase, cutting an estimated $41.1M.
- 442 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2016, up from 411 in Q2 2016.
- Funds reported $4.45B of iShares Russell 2000 Growth ETF stock for Q3 2016, up 21% quarter-over-quarter.
- 58 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2016 and 20 closed out, a net change of +38 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q3 2016 was BNP Paribas Financial Markets, an estimated $233M added.
- The largest iShares Russell 2000 Growth ETF seller in Q3 2016 was JP Morgan Chase, an estimated $41.1M sold.
Based on aggregated 13F filings for Q3 2016.