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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 %
SBWM
326
Sunflower Bank Wealth Management
Arizona
$202K +$202K +1,330 New
BAS
327
Brown Advisory Securities
Maryland
$201K +$201K +1,313 New
WBG
328
Wharton Business Group
Pennsylvania
$201K +$201K +1,329 New
OIA
329
Optimum Investment Advisors
Illinois
$191K – – –
IC
330
Intersect Capital
California
$177K +$41.6K +283 +31%
WCM
331
Wealthcare Capital Management
Virginia
$172K +$29.2K +193 +20%
BAM
332
Barrett Asset Management
New York
$157K – – –
PSC
333
Prentiss Smith & Co
Vermont
$152K +$152K +1,000 New
KTC
334
Kistler-Tiffany Companies
Pennsylvania
$141K – – –
SIA
335
Stancorp Investment Advisers
Oregon
$138K – – –
AIM
336
Advantage Investment Management
Iowa
$138K +$56K +369 +68%
SHJ
337
Sharkey, Howes & Javer
Colorado
$138K +$138K +907 New
EWM
338
Evercore Wealth Management
New York
$138K +$138K +915 New
Parallax Volatility Advisers
339
Parallax Volatility Advisers
California
$130K +$112K +737 +609%
ED
340
Exane Derivatives
France
$119K +$119K +785 New
EFSCE
341
Enterprise Financial Services Corp (EFSC)
Missouri
$115K -$2.27K -15 -2%
PFP
342
Pinnacle Financial Partners
Tennessee
$114K -$24.3K -160 -18%
NFG
343
Next Financial Group
Texas
$106K – – –
WA
344
Waverly Advisors
Alabama
$98K +$152 +1 +0.2%
PSUF
345
People's United Financial
Connecticut
$95K – – –
SA
346
SRH Advisors
Kansas
$83K – – –
TNB
347
Thomasville National Bank
Georgia
$80K +$80K +529 New
AWS
348
Aris Wealth Services
Pennsylvania
$79K +$79K +518 New
CFN
349
Cordasco Financial Network
Florida
$71K -$23.6K -155 -25%
BBHC
350
Brown Brothers Harriman & Co
New York
$70K -$42.2K -280 -38%
12 13
14
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