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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$73.8M
2
LPL Financial
2
LPL Financial
California
$4.39M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$65.3M
4
Citigroup
4
Citigroup
New York
$102M
5
Bank of America
5
Bank of America
North Carolina
$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
251
Regal Wealth Group
California
$387K – – –
WHI
252
William Harris Investors
Illinois
$385K – – –
GIA
253
GHP Investment Advisors
Colorado
$377K +$4.12K +30 +1%
RhumbLine Advisers
254
RhumbLine Advisers
Massachusetts
$375K -$1.05M -7,620 -74%
Kayne Anderson Rudnick Investment Management
255
Kayne Anderson Rudnick Investment Management
California
$375K -$46K -335 -11%
MFW
256
Mosaic Family Wealth
Missouri
$370K -$118K -855 -24%
BW
257
Bison Wealth
Georgia
$365K -$15.9K -116 -4%
Lido Advisors
258
Lido Advisors
California
$364K -$22.6K -165 -6%
DT
259
Diversified Trust
Tennessee
$362K – – –
BA
260
Boston Advisors
Massachusetts
$360K -$68.7K -500 -16%
DJSG
261
D.J. St. Germain
Massachusetts
$360K – – –
IWM
262
Integrated Wealth Management
California
$358K -$9.46K -69 -3%
CB
263
Chemical Bank
Michigan
$355K -$125K -910 -26%
SYBT
264
Stock Yards Bank & Trust
Kentucky
$349K -$196K -1,428 -36%
VWA
265
V Wealth Advisors
Kansas
$344K -$124K -899 -26%
CIR
266
Clear Investment Research
Georgia
$339K -$2.97M -21,683 -90%
SFSIG
267
San Francisco Sentry Investment Group
California
$337K +$13.7K +100 +4%
MBT
268
Monroe Bank & Trust
Michigan
$332K -$1.38K -10 -0.4%
AFP
269
Ausdal Financial Partners
Iowa
$331K -$10.9K -79 -3%
KTC
270
Kistler-Tiffany Companies
Pennsylvania
$330K – – –
LWA
271
Lebenthal Wealth Advisors
New York
$330K +$330K +2,402 New
LH
272
Lebenthal Holdings
New York
$330K +$330K +2,402 New
BA
273
BKS Advisors
Michigan
$323K +$18.8K +137 +6%
Fiera Capital (Canada)
274
Fiera Capital (Canada)
Quebec, Canada
$318K +$318K +2,318 New
Cetera Investment Advisers
275
Cetera Investment Advisers
Illinois
$316K -$10.7K -79 -3%
9 10
11
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