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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

399 hedge funds and large institutions have $5.1B invested in iShares Russell 2000 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+16
Holders Change %
+4.18%
% of All Funds
10.64%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.85%
New
59
Increased
136
Reduced
130
Closed
40
Calls
$22.3M
Puts
$63.6M
Net Calls
-$41.3M
Net Calls Change
-$22.4M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$152M
2
Goldman Sachs
2
Goldman Sachs
New York
$450M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$130M
5
BIT
5
BlackRock Institutional Trust
California
$48.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$23.9M
2
Citigroup
2
Citigroup
New York
$97.1M
3
Bank of America
3
Bank of America
North Carolina
$442M
4
SG Americas Securities
4
SG Americas Securities
New York
$52.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$8.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Arete Wealth Advisors
Illinois
$412K +$412K +2,719 New
CLOS
277
Compagnie Lombard Odier SCmA
Switzerland
$404K +$404K +2,665 New
DT
278
Diversified Trust
Tennessee
$400K – – –
IWM
279
Integrated Wealth Management
California
$400K +$400K +2,640 New
FA
280
FDx Advisors
Illinois
$399K +$399K +2,600 New
RT
281
Rockland Trust
Massachusetts
$394K -$99.7K -658 -20%
FTIOP
282
Fiduciary Trust International of Pennsylvania
Pennsylvania
$389K – – –
WA
283
WFG Advisors
Texas
$385K -$57.2K -378 -13%
CAL
284
Capital Analysts LLC
Pennsylvania
$372K +$113K +745 +44%
NPC
285
National Planning Corporation
California
$364K -$562K -3,825 -61%
PWM
286
Perigon Wealth Management
California
$363K +$151 +1 +0%
SFSIG
287
San Francisco Sentry Investment Group
California
$358K -$6.07K -40 -2%
HCM
288
Horrell Capital Management
Arkansas
$357K +$8.34K +55 +2%
MCM
289
Manchester Capital Management
Vermont
$350K +$136K +900 +64%
DPI
290
Diversified Portfolios Inc
Michigan
$349K – – –
PFA
291
Paradigm Financial Advisors
Missouri
$342K +$758 +5 +0.2%
DMC
292
Drexel Morgan & Co
Pennsylvania
$333K +$333K +2,200 New
DJSG
293
D.J. St. Germain
Massachusetts
$330K – – –
CW
294
Cobiz Wealth
Colorado
$327K +$327K +2,161 New
CM
295
Castleark Management
Illinois
$323K +$157K +1,035 +95%
NG
296
NatWest Group
United Kingdom
$314K – – –
BDF
297
Balasa Dinverno & Foltz
$311K – – –
ALA
298
Atherton Lane Advisers
California
$310K – – –
EAM
299
Evanson Asset Management
California
$310K – – –
MA
300
Montag & Associates
Georgia
$308K -$21.2K -140 -6%
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