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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$73.8M
2
LPL Financial
LPL Financial
California
$4.39M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$65.3M
4
Citigroup
Citigroup
New York
$102M
5
Bank of America
Bank of America
North Carolina
$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
276
ACG Wealth
Georgia
$315K +$21.3K +155 +7%
CCM
277
Colorado Capital Management
Colorado
$313K – – –
EAM
278
Evanson Asset Management
California
$309K +$28.2K +205 +10%
CW
279
Cobiz Wealth
Colorado
$306K -$8.92K -65 -3%
JFG
280
JMG Financial Group
Illinois
$305K -$76.3K -557 -20%
GP
281
Girard Partners
Pennsylvania
$303K +$303K +2,207 New
WA
282
WFG Advisors
Texas
$301K -$4.53K -33 -1%
PFA
283
Paradigm Financial Advisors
Missouri
$298K -$3.01K -22 -1%
MA
284
Montag & Associates
Georgia
$297K +$959 +7 +0.3%
ONB
285
Old National Bancorp
Indiana
$294K -$34.3K -250 -10%
ICOA
286
Investment Centers of America
North Dakota
$294K +$79.5K +578 +37%
OC
287
Oakworth Capital
Alabama
$290K +$139K +1,010 +92%
BC
288
Brinker Capital
Pennsylvania
$288K – – –
SPWA
289
SteelBridge Private Wealth Advisors
Florida
$287K -$249K -1,720 -46%
RIA
290
Regal Investment Advisors
Michigan
$283K -$92.9K -676 -25%
KKAMG
291
Kernodle & Katon Asset Management Group
Arkansas
$282K – – –
ST
292
Sageworth Trust
Pennsylvania
$279K – – –
PMFA
293
Plante Moran Financial Advisors
Michigan
$276K -$350K -2,550 -56%
BAS
294
Brown Advisory Securities
Maryland
$272K -$9.6K -70 -3%
SBH
295
Segall Bryant & Hamill
Illinois
$272K +$64.6K +470 +31%
MIH
296
Madison Investment Holdings
Wisconsin
$271K -$40.8K -297 -13%
AIM
297
Arcadia Investment Management
Michigan
$271K – – –
DPI
298
Diversified Portfolios Inc
Michigan
$265K +$9.61K +70 +4%
ICRM
299
Insight Capital Research & Management
California
$263K – – –
FMBTD
300
First Midwest Bank Trust Division
Illinois
$260K – – –
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