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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

399 hedge funds and large institutions have $5.1B invested in iShares Russell 2000 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+16
Holders Change %
+4.18%
% of All Funds
10.64%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.85%
New
59
Increased
136
Reduced
130
Closed
40
Calls
$22.3M
Puts
$63.6M
Net Calls
-$41.3M
Net Calls Change
-$22.4M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$152M
2
Goldman Sachs
2
Goldman Sachs
New York
$450M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$130M
5
BIT
5
BlackRock Institutional Trust
California
$48.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$23.9M
2
Citigroup
2
Citigroup
New York
$97.1M
3
Bank of America
3
Bank of America
North Carolina
$442M
4
SG Americas Securities
4
SG Americas Securities
New York
$52.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$8.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
226
NTV Asset Management
West Virginia
$716K – – –
F
227
FolioMetrix
Nebraska
$716K +$232K +1,531 +48%
WSTAM
228
Wilbanks Smith & Thomas Asset Management
Virginia
$709K -$248K -1,639 -26%
PAM
229
PVG Asset Management
Colorado
$705K -$127K -835 -15%
GIA
230
GHP Investment Advisors
Colorado
$683K -$31.7K -209 -4%
MMLI
231
Massachusetts Mutual Life Insurance
Massachusetts
$676K +$676K +4,462 New
CBN
232
Cadence Bank NA
Texas
$669K – – –
VFS
233
VSR Financial Services
Kansas
$652K -$3.94K -26 -0.6%
HIM
234
Hanlon Investment Management
New Jersey
$640K +$109K +722 +21%
FHC
235
First Heartland Consultants
Missouri
$628K -$499K -3,292 -44%
MLL
236
Moody Lynn & Lieberson
Massachusetts
$619K – – –
FIM
237
Freedom Investment Management
Connecticut
$618K +$758 +5 +0.1%
HCC
238
Hirtle Callaghan & Co
Pennsylvania
$606K – – –
SAA
239
Southeast Asset Advisors
Georgia
$606K – – –
AAS
240
Annex Advisory Services
Wisconsin
$577K -$106K -697 -15%
JFG
241
JMG Financial Group
Illinois
$565K +$1.97K +13 +0.3%
PIA
242
Peachtree Investment Advisors
Georgia
$558K +$1.36K +9 +0.2%
FBNAT
243
FirstMerit Bank N.A. Trustee
Ohio
$557K -$11.4K -75 -2%
SYBT
244
Stock Yards Bank & Trust
Kentucky
$553K – – –
CIC
245
Carnegie Investment Counsel
Ohio
$550K +$6.93K +45 +1%
ATC
246
Adirondack Trust Company
New York
$537K – – –
BA
247
BKS Advisors
Michigan
$535K +$535K +3,529 New
CWM
248
Cranbrook Wealth Management
Michigan
$534K -$30.6K -202 -5%
CBU
249
CIBC Bank USA
Illinois
$531K – – –
FA
250
FCG Advisors
New Jersey
$527K -$268K -1,765 -34%
8 9
10
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