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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

423 hedge funds and large institutions have $3.89B invested in iShares Russell 2000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-8
Holders Change %
-1.86%
% of All Funds
11.29%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.72%
New
51
Increased
125
Reduced
169
Closed
57
Calls
$19.3M
Puts
$284M
Net Calls
-$265M
Net Calls Change
+$91.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
Citigroup
2
Citigroup
New York
$148M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$127M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$96.9M
5
EAM
5
Eagle Asset Management
Florida
$17.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$322M
2
Goldman Sachs
2
Goldman Sachs
New York
$160M
3
UBS Group
3
UBS Group
Switzerland
$86.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$274M
5
SAM
5
Sentinel Asset Management
Vermont
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
226
Autus Asset Management
Arizona
$561K +$101K +759 +22%
HCM
227
Hollencrest Capital Management
California
$548K – – –
MLL
228
Moody Lynn & Lieberson
Massachusetts
$539K -$2.65K -20 -0.5%
JIC
229
Joel Isaacson & Co
New York
$533K -$260K -1,960 -33%
HCC
230
Hirtle Callaghan & Co
Pennsylvania
$530K +$530K +4,000 New
SPC
231
Sigma Planning Corp
Michigan
$528K +$63.9K +482 +14%
SYBT
232
Stock Yards Bank & Trust
Kentucky
$526K -$39.2K -296 -7%
HFS
233
HL Financial Services
Kentucky
$525K -$773K -5,828 -60%
BTS
234
BB&T Securities
Virginia
$518K -$87.5K -660 -14%
ATC
235
Adirondack Trust Company
New York
$517K – – –
CAL
236
Capital Analysts LLC
Pennsylvania
$515K +$51.7K +390 +11%
BAAM
237
Baker Avenue Asset Management
California
$513K -$357K -2,690 -41%
SPWA
238
SteelBridge Private Wealth Advisors
Florida
$491K +$491K +3,700 New
FBNAT
239
FirstMerit Bank N.A. Trustee
Ohio
$487K – – –
Verition Fund Management
240
Verition Fund Management
Connecticut
$482K +$482K +3,632 New
CWM
241
Cranbrook Wealth Management
Michigan
$476K – – –
CIC
242
Carnegie Investment Counsel
Ohio
$476K +$18.5K +140 +4%
BDF
243
Balasa Dinverno & Foltz
$473K +$79.5K +600 +20%
MFW
244
Mosaic Family Wealth
Missouri
$470K -$72.5K -547 -13%
CB
245
Chemical Bank
Michigan
$464K -$33.1K -250 -7%
BCM
246
Bridgeway Capital Management
Texas
$464K +$26.5K +200 +6%
FIM
247
Freedom Investment Management
Connecticut
$460K -$58.7K -443 -11%
HFA
248
High Falls Advisors
New York
$453K -$1.86K -14 -0.4%
VWA
249
V Wealth Advisors
Kansas
$450K +$450K +3,400 New
LIA
250
LS Investment Advisors
Michigan
$448K +$9.96K +75 +2%
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