IWO icon

iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

411 hedge funds and large institutions have $3.68B invested in iShares Russell 2000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-12
Holders Change %
-2.84%
% of All Funds
10.98%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.75%
New
41
Increased
109
Reduced
168
Closed
50
Calls
$325M
Puts
$340M
Net Calls
-$14.9M
Net Calls Change
+$250M

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
$46.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$49.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$24M
4
SF
Synovus Financial
Georgia
$18.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$53.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$73.8M
2
LPL Financial
LPL Financial
California
$4.39M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$65.3M
4
Citigroup
Citigroup
New York
$102M
5
Bank of America
Bank of America
North Carolina
$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
226
Moody Lynn & Lieberson
Massachusetts
$489K -$68.6K -500 -12%
CWM
227
Cranbrook Wealth Management
Michigan
$487K -$5.21K -38 -1%
PHAM
228
Palisades Hudson Asset Management
Florida
$483K -$104K -757 -18%
HFA
229
High Falls Advisors
New York
$478K +$1.95K +14 +0.4%
Franklin Resources
230
Franklin Resources
California
$473K -$541K -3,942 -53%
TAG
231
Tactical Allocation Group
Michigan
$471K -$3.37M -24,608 -88%
LIA
232
LS Investment Advisors
Michigan
$463K – – –
AI
233
Atria Investments
North Carolina
$463K +$463K +3,329 New
FWP
234
FAS Wealth Partners
Kansas
$461K +$40.2K +293 +10%
FA
235
FCG Advisors
New Jersey
$450K +$87.5K +638 +24%
MWP
236
MYCIO Wealth Partners
Pennsylvania
$447K – – –
JRP
237
Jasper Ridge Partners
California
$447K – – –
BDF
238
Balasa Dinverno & Foltz
$446K -$43.2K -315 -9%
AA
239
Alesco Advisors
New York
$443K -$3.43K -25 -0.8%
PAS
240
Partnervest Advisory Services
California
$443K +$32.8K +239 +8%
AAS
241
Annex Advisory Services
Wisconsin
$435K -$21.6K -157 -5%
IC
242
Intersect Capital
California
$434K -$960 -7 -0.2%
ST
243
Smithfield Trust
Pennsylvania
$434K +$111K +806 +34%
NAM
244
NTV Asset Management
West Virginia
$429K – – –
VIA
245
Vantage Investment Advisors
Pennsylvania
$417K +$17.7K +129 +4%
WCF
246
West Coast Financial
California
$413K – – –
DDPIC
247
Deroy & Devereaux Private Investment Counsel
Michigan
$412K – – –
CNBT
248
Canandaigua National Bank & Trust
New York
$412K – – –
FPCM
249
Financial Partners Capital Management
New York
$393K – – –
WI
250
Wedgewood Investors
Pennsylvania
$387K -$11K -80 -3%
8 9
10
11 12