iShares Russell 2000 Growth ETF
926 hedge funds and large institutions have $8.33B invested in iShares Russell 2000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 294 increasing their positions, 255 reducing their positions, and 48 closing their positions.
219% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 48
29% more funds holding in top 10
Funds holding in top 10: 24 → 31 (+7)
15% more repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 255
14% more capital invested
Capital invested by funds: $7.31B → $8.33B (+$1.02B)
11% more funds holding
Funds holding: 832 → 926 (+94)
2.19% less ownership
Funds ownership: 78.37% → 76.18% (-2.2%)
50% less call options, than puts
Call options by funds: $47.8M | Put options by funds: $95.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$68.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$36M |
| 3 |
JP Morgan Chase
New York
|
+$32.6M |
| 4 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$30M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$127M |
| 2 |
Jane Street
New York
|
-$87.6M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$69.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$51.5M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$22.5M |
IWO Hedge Fund Activity: Q4 2023 in Review
926 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2023, worth a combined $8.33B — up 14% from $7.31B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new IWO positions and 48 closed out — a net gain of 105 holders — while 294 added to existing stakes and 255 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $68.7M. The largest seller was Victory Capital Management, exiting entirely with an estimated $127M sold.
- 926 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2023, up from 832 in Q3 2023.
- Funds reported $8.33B of iShares Russell 2000 Growth ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 153 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2023 and 48 closed out, a net change of +105 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $68.7M added.
- The largest iShares Russell 2000 Growth ETF seller in Q4 2023 was Victory Capital Management, an estimated $127M sold.
Based on aggregated 13F filings for Q4 2023.