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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

308 hedge funds and large institutions have $3.33B invested in iShares Russell 2000 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 106 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+15
Holders Change %
+5.12%
% of All Funds
9.99%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.84%
New
43
Increased
106
Reduced
106
Closed
23
Calls
$28.6M
Puts
$35.1M
Net Calls
-$6.47M
Net Calls Change
-$2.12M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$156M
2
CC
Curian Capital
Colorado
$150M
3
PPA
Parametric Portfolio Associates
Washington
$39.8M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$51.6M
5
Bank of America
Bank of America
North Carolina
$224M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$128M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$36.3M
3
SCM
Sandler Capital Management
New York
$0
4
JHIU
Janus Henderson Investors US
Colorado
$14.1M
5
MSA
Mason Street Advisors
Wisconsin
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
251
Forvis Mazars Wealth Advisors
Missouri
$293K +$293K +2,325 New
RhumbLine Advisers
252
RhumbLine Advisers
Massachusetts
$289K +$289K +2,300 New
Creative Planning
253
Creative Planning
Kansas
$285K -$90.9K -723 -24%
TFA
254
Transamerica Financial Advisors
Florida
$283K +$237K +1,877 +509%
GLA
255
Great Lakes Advisors
Illinois
$281K +$51.9K +412 +23%
CM
256
Castleark Management
Illinois
$275K +$275K +2,120 New
NG
257
NatWest Group
United Kingdom
$274K -$68.8K -546 -20%
MA
258
Montag & Associates
Georgia
$274K -$9.45K -75 -3%
DJSG
259
D.J. St. Germain
Massachusetts
$274K – – –
WBG
260
Wharton Business Group
Pennsylvania
$274K – – –
Prudential Financial
261
Prudential Financial
New Jersey
$267K +$504 +4 +0.2%
CWM
262
Concert Wealth Management
California
$261K -$80.2K -635 -24%
MPM
263
Meritage Portfolio Management
Kansas
$261K +$18.9K +150 +8%
PFP
264
Pinnacle Financial Partners
Tennessee
$259K – – –
FPTW
265
Franklin, Parlapiano, Turner & Welch
Texas
$258K +$258K +2,048 New
Natixis Advisors
266
Natixis Advisors
Massachusetts
$250K -$10.6K -84 -4%
SGCA
267
Steel Grove Capital Advisors
Tennessee
$246K +$246K +1,953 New
WCM
268
Wisconsin Capital Management
Wisconsin
$239K -$12.6K -100 -5%
Mariner
269
Mariner
Kansas
$227K +$227K +1,802 New
ST
270
Spinnaker Trust
Maine
$226K – – –
BIM
271
Bridges Investment Management
Nebraska
$214K +$214K +1,700 New
PSI
272
Pinnacle Summer Investments
Virginia
$212K +$251 +2 +0.1%
BAM
273
Berkshire Asset Management
Pennsylvania
$211K +$211K +1,675 New
WCM
274
Wealthcare Capital Management
Virginia
$154K – – –
OIA
275
Optimum Investment Advisors
Illinois
$133K +$133K +1,055 New
9 10
11
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