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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 %
CIC
251
Carnegie Investment Counsel
Ohio
$493K +$11.8K +85 +2%
CWM
252
Cranbrook Wealth Management
Michigan
$481K – – –
RT
253
Rockland Trust
Massachusetts
$478K – – –
ATC
254
Adirondack Trust Company
New York
$475K – – –
Kayne Anderson Rudnick Investment Management
255
Kayne Anderson Rudnick Investment Management
California
$468K +$42.8K +319 +10%
HSA
256
HBK Sorce Advisory
Pennsylvania
$465K +$16.6K +124 +4%
CNBT
257
Canandaigua National Bank & Trust
New York
$457K – – –
JFG
258
JMG Financial Group
Illinois
$452K -$2.55K -19 -0.6%
CAL
259
Capital Analysts LLC
Pennsylvania
$451K +$108K +805 +31%
MWP
260
MYCIO Wealth Partners
Pennsylvania
$446K +$13.5K +101 +3%
AA
261
Alesco Advisors
New York
$436K – – –
BW
262
Bison Wealth
Georgia
$430K -$29.2K -218 -6%
LIA
263
LS Investment Advisors
Michigan
$429K – – –
WI
264
Wedgewood Investors
Pennsylvania
$422K -$2.68K -20 -0.6%
BA
265
Boston Advisors
Massachusetts
$418K – – –
CFA
266
CT Financial Advisors
Pennsylvania
$417K -$8.71K -65 -2%
VFS
267
VSR Financial Services
Kansas
$417K -$109K -815 -21%
HTC
268
Haverford Trust Company
Pennsylvania
$415K +$16.1K +120 +4%
FA
269
FCG Advisors
New Jersey
$410K +$22K +164 +6%
WCF
270
West Coast Financial
California
$403K – – –
DDPIC
271
Deroy & Devereaux Private Investment Counsel
Michigan
$402K – – –
TNBTD
272
Trustmark National Bank Trust Department
Mississippi
$390K – – –
DMS
273
Discretionary Management Services
Kansas
$382K +$141K +1,050 +58%
CM
274
Castleark Management
Illinois
$380K +$213K +1,590 +127%
WHI
275
William Harris Investors
Illinois
$376K – – –
9 10
11
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