iShares Russell 2000 Growth ETF
607 hedge funds and large institutions have $8.22B invested in iShares Russell 2000 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 181 increasing their positions, 209 reducing their positions, and 34 closing their positions.
56% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 34
12% more capital invested
Capital invested by funds: $7.37B → $8.22B (+$853M)
6.21% more ownership
Funds ownership: 67.14% → 73.35% (+6.2%)
3% more funds holding
Funds holding: 592 → 607 (+15)
13% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 209
23% less funds holding in top 10
Funds holding in top 10: 40 → 31 (-9)
85% less call options, than puts
Call options by funds: $91M | Put options by funds: $595M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$160M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$148M |
| 3 |
Citigroup
New York
|
+$117M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$50.7M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
+$45.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$104M |
| 2 |
JP Morgan Chase
New York
|
-$54.7M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$31.6M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$28.7M |
| 5 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$24.1M |
IWO Hedge Fund Activity: Q3 2018 in Review
607 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2018, worth a combined $8.22B — up 12% from $7.37B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new IWO positions and 34 closed out — a net gain of 19 holders — while 181 added to existing stakes and 209 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $160M. The largest seller was Fidelity Investments, cutting an estimated $104M.
- 607 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2018, up from 592 in Q2 2018.
- Funds reported $8.22B of iShares Russell 2000 Growth ETF stock for Q3 2018, up 12% quarter-over-quarter.
- 53 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2018 and 34 closed out, a net change of +19 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $160M added.
- The largest iShares Russell 2000 Growth ETF seller in Q3 2018 was Fidelity Investments, an estimated $104M sold.
Based on aggregated 13F filings for Q3 2018.