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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

383 hedge funds and large institutions have $4.95B invested in iShares Russell 2000 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+54
Holders Change %
+16.41%
% of All Funds
10.22%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.77%
New
82
Increased
127
Reduced
101
Closed
23
Calls
$29.6M
Puts
$48.5M
Net Calls
-$18.9M
Net Calls Change
+$75.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M
2
M&T Bank
M&T Bank
New York
+$43M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$43M
4
Morgan Stanley
Morgan Stanley
New York
+$39.3M
5
CC
Curian Capital
Colorado
+$39.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$238M
2
Citigroup
Citigroup
New York
-$49.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$37.7M
4
SAM
Sentinel Asset Management
Vermont
-$36M
5
HighTower Advisors
HighTower Advisors
Illinois
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
276
Great Lakes Advisors
Illinois
$345K +$13.7K +96 +4%
SFSIG
277
San Francisco Sentry Investment Group
California
$342K -$20K -140 -6%
PWM
278
Perigon Wealth Management
California
$341K +$285 +2 +0.1%
DPI
279
Diversified Portfolios Inc
Michigan
$328K +$328K +2,305 New
HCM
280
Horrell Capital Management
Arkansas
$325K – – –
SIM
281
SSI Investment Management
California
$325K +$7.7K +54 +2%
PFA
282
Paradigm Financial Advisors
Missouri
$320K +$284 +2 +0.1%
MA
283
Montag & Associates
Georgia
$310K – – –
DJSG
284
D.J. St. Germain
Massachusetts
$310K – – –
PPCM
285
Pillar Pacific Capital Management
California
$306K -$46.9K -330 -13%
HH
286
Hilltop Holdings
Texas
$297K +$3.7K +26 +1%
BDF
287
Balasa Dinverno & Foltz
$292K +$292K +2,054 New
EAM
288
Evanson Asset Management
California
$291K -$71.9K -505 -20%
ALA
289
Atherton Lane Advisers
California
$291K – – –
ST
290
Sageworth Trust
Pennsylvania
$290K +$290K +2,035 New
PFM
291
Parsec Financial Management
North Carolina
$280K -$9.24K -65 -3%
Chevy Chase Trust
292
Chevy Chase Trust
Maryland
$280K – – –
PO
293
Private Ocean
California
$278K +$14.5K +102 +6%
AA
294
AlphaMark Advisors
Kentucky
$275K -$274K -1,920 -50%
WCM
295
Wisconsin Capital Management
Wisconsin
$256K -$14.2K -100 -5%
IIC
296
Ironwood Investment Counsel
Arizona
$253K – – –
AIM
297
Allen Investment Management
New York
$250K -$3.27K -23 -1%
CAL
298
Capital Analysts LLC
Pennsylvania
$243K +$108K +760 +80%
BIM
299
Bridges Investment Management
Nebraska
$242K – – –
PSI
300
Pinnacle Summer Investments
Virginia
$242K +$285 +2 +0.1%
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