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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

401 hedge funds and large institutions have $4.25B invested in iShares Russell 2000 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 139 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
11.21%
Holding in Top 10
29
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.68%
% of All Funds
0.81%
New
49
Increased
129
Reduced
139
Closed
42
Calls
$13.1M
Puts
$50.5M
Net Calls
-$37.4M
Net Calls Change
-$31M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$77.6M
2
GIM
Granahan Investment Management
Massachusetts
+$33.5M
3
UBS Group
UBS Group
Switzerland
+$32M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$19.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$16.3M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$119M
2
Goldman Sachs
Goldman Sachs
New York
-$114M
3
Morgan Stanley
Morgan Stanley
New York
-$47.2M
4
HighTower Advisors
HighTower Advisors
Illinois
-$38.5M
5
JHIU
Janus Henderson Investors US
Colorado
-$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$656K -$14.5K -108 -2%
PMFA
227
Plante Moran Financial Advisors
Michigan
$644K – – –
AIM
228
Arcadia Investment Management
Michigan
$639K – – –
NAM
229
NTV Asset Management
West Virginia
$633K – – –
WSTAM
230
Wilbanks Smith & Thomas Asset Management
Virginia
$630K +$3.22K +24 +0.5%
FHC
231
First Heartland Consultants
Missouri
$628K -$276K -2,060 -31%
SYBT
232
Stock Yards Bank & Trust
Kentucky
$605K +$134K +1,000 +28%
RTS
233
Round Table Services
New Jersey
$595K +$937 +7 +0.2%
FHA
234
First Horizon Advisors
Tennessee
$579K +$177K +1,321 +44%
TD Asset Management
235
TD Asset Management
Ontario, Canada
$576K +$123K +1,177 +27%
SPC
236
Sigma Planning Corp
Michigan
$560K -$954K -7,123 -63%
PI
237
Putnam Investments
Massachusetts
$555K +$555K +4,141 New
HCM
238
Hollencrest Capital Management
California
$553K -$107K -800 -16%
PHAM
239
Palisades Hudson Asset Management
Florida
$550K +$550K +4,102 New
MLL
240
Moody Lynn & Lieberson
Massachusetts
$547K – – –
PFA
241
Paradigm Financial Advisors
Missouri
$546K +$243K +1,816 +80%
CLOS
242
Compagnie Lombard Odier SCmA
Switzerland
$541K +$78.4K +585 +17%
KC
243
Kingfisher Capital
North Carolina
$523K +$46.5K +347 +10%
AAS
244
Annex Advisory Services
Wisconsin
$514K +$12.6K +94 +3%
CBU
245
CIBC Bank USA
Illinois
$505K -$20.9K -156 -4%
BTS
246
BB&T Securities
Virginia
$503K +$178K +1,331 +55%
TRCT
247
Tower Research Capital (TRC)
New York
$498K -$2.28M -17,033 -82%
AL
248
Aspiriant LLC
California
$498K -$58.1K -434 -10%
VIA
249
Vantage Investment Advisors
Pennsylvania
$496K +$2.81K +21 +0.6%
FBNAT
250
FirstMerit Bank N.A. Trustee
Ohio
$495K +$2.95K +22 +0.6%
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