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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 %
ST
301
Sageworth Trust
Pennsylvania
$308K – – –
EAMA
302
EFG Asset Management (Americas)
Florida
$301K +$301K +1,988 New
HH
303
Hilltop Holdings
Texas
$284K -$32.6K -215 -10%
TD Asset Management
304
TD Asset Management
Ontario, Canada
$284K +$284K +2,702 New
PO
305
Private Ocean
California
$281K -$14.6K -96 -5%
CWM
306
Concert Wealth Management
California
$281K +$88.3K +687 +46%
CHA
307
Cedar Hill Associates
Illinois
$279K -$17.3M -114,110 -98%
IIC
308
Ironwood Investment Counsel
Arizona
$269K – – –
AIM
309
Allen Investment Management
New York
$266K – – –
BIM
310
Bridges Investment Management
Nebraska
$258K – – –
PSI
311
Pinnacle Summer Investments
Virginia
$258K +$606 +4 +0.2%
FANJ
312
Financial Architects (New Jersey)
New Jersey
$240K -$234K – –
MCM
313
Mengis Capital Management
Oregon
$239K +$151 +1 +0.1%
GLA
314
Great Lakes Advisors
Illinois
$236K -$131K -866 -36%
RIA
315
Regal Investment Advisors
Michigan
$235K +$148K +975 +169%
BO
316
Bank OZK
Arkansas
$230K – – –
PA
317
Pinnacle Associates
New York
$222K -$2.17M -14,326 -91%
JIC
318
Joel Isaacson & Co
New York
$220K +$30.3K +200 +16%
MHS
319
M Holdings Securities
Oregon
$219K +$219K +1,447 New
CAL
320
Capital Advisors Ltd
Ohio
$218K – – –
BOTW
321
Bank of the West
California
$216K -$7.59K -50 -3%
ST
322
Smithfield Trust
Pennsylvania
$210K – – –
MM
323
Meridian Management
Arkansas
$210K +$210K +1,385 New
TAM
324
Tocqueville Asset Management
New York
$205K +$205K +1,350 New
BPBT
325
Boston Private Bank & Trust
Massachusetts
$202K -$15.1K -100 -7%
11 12
13
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