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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 %
AAS
251
Annex Advisory Services
Wisconsin
$441K -$14.6K -110 -3%
AA
252
Alesco Advisors
New York
$432K – – –
JRP
253
Jasper Ridge Partners
California
$432K – – –
MWP
254
MYCIO Wealth Partners
Pennsylvania
$432K +$2.12K +16 +0.5%
SI
255
Shaker Investments
Ohio
$429K +$146K +1,106 +52%
IC
256
Intersect Capital
California
$421K +$94.5K +712 +29%
CFA
257
CT Financial Advisors
Pennsylvania
$416K +$796 +6 +0.2%
NAM
258
NTV Asset Management
West Virginia
$414K -$212K -1,600 -34%
BA
259
Boston Advisors
Massachusetts
$414K – – –
VFS
260
VSR Financial Services
Kansas
$411K -$7.7K -58 -2%
FWP
261
FAS Wealth Partners
Kansas
$407K -$954K -7,194 -70%
Kayne Anderson Rudnick Investment Management
262
Kayne Anderson Rudnick Investment Management
California
$407K -$451K -3,399 -53%
WCF
263
West Coast Financial
California
$399K – – –
CNBT
264
Canandaigua National Bank & Trust
New York
$398K -$48K -362 -11%
DDPIC
265
Deroy & Devereaux Private Investment Counsel
Michigan
$398K – – –
PAS
266
Partnervest Advisory Services
California
$396K +$72.2K +545 +22%
HTC
267
Haverford Trust Company
Pennsylvania
$395K – – –
VIA
268
Vantage Investment Advisors
Pennsylvania
$386K -$182K -1,372 -32%
WI
269
Wedgewood Investors
Pennsylvania
$385K -$13.3K -100 -3%
FPCM
270
Financial Partners Capital Management
New York
$380K -$1.63M -12,281 -81%
RWG
271
Regal Wealth Group
California
$374K +$530 +4 +0.1%
Lido Advisors
272
Lido Advisors
California
$374K +$374K +2,822 New
Jane Street
273
Jane Street
New York
$374K +$374K +2,823 New
WHI
274
William Harris Investors
Illinois
$372K – – –
BW
275
Bison Wealth
Georgia
$369K -$55.4K -418 -13%
9 10
11
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