iShares Russell 2000 Growth ETF
474 hedge funds and large institutions have $4.73B invested in iShares Russell 2000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 174 reducing their positions, and 47 closing their positions.
4% more capital invested
Capital invested by funds: $4.53B → $4.73B (+$195M)
5% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 174
8% less call options, than puts
Call options by funds: $27.2M | Put options by funds: $29.6M
1.14% less ownership
Funds ownership: 63.17% → 62.03% (-1.1%)
3% less funds holding
Funds holding: 489 → 474 (-15)
8% less funds holding in top 10
Funds holding in top 10: 36 → 33 (-3)
17% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$46.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$36.3M |
| 3 |
Morgan Stanley
New York
|
+$27.9M |
| 4 |
IA
IndexIQ Advisors
New York
|
+$24.2M |
| 5 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$90.8M |
| 2 |
SG Americas Securities
New York
|
-$32.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$22.6M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$20.1M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$14.6M |
IWO Hedge Fund Activity: Q1 2017 in Review
474 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2017, worth a combined $4.73B — up 4.3% from $4.53B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of IWO and 39 opened new positions — a net loss of 8 holders — while 174 trimmed existing stakes and 166 added.
The largest buyer was Goldman Sachs, adding an estimated $46.2M. The largest seller was Wellington Management Group, cutting an estimated $90.8M.
- 474 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2017, down from 489 in Q4 2016.
- Funds reported $4.73B of iShares Russell 2000 Growth ETF stock for Q1 2017, up 4.3% quarter-over-quarter.
- 39 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2017 and 47 closed out, a net change of -8 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q1 2017 was Goldman Sachs, an estimated $46.2M added.
- The largest iShares Russell 2000 Growth ETF seller in Q1 2017 was Wellington Management Group, an estimated $90.8M sold.
Based on aggregated 13F filings for Q1 2017.