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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
1
Landscape Capital Management
New Jersey
$46.3M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$49.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$24M
4
SF
4
Synovus Financial
Georgia
$18.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$53.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$73.8M
2
LPL Financial
2
LPL Financial
California
$4.39M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$65.3M
4
Citigroup
4
Citigroup
New York
$102M
5
Bank of America
5
Bank of America
North Carolina
$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
326
Hefty Wealth Partners
Indiana
$159K -$16.9K -124 -10%
CG
327
Cutler Group
California
$157K +$157K +1,150 New
BAM
328
Barrett Asset Management
New York
$142K -$1.24K -9 -0.9%
VanEck Associates
329
VanEck Associates
New York
$136K +$136K +989 New
ACS
330
Archford Capital Strategies
Illinois
$136K +$136K +989 New
CFA
331
CT Financial Advisors
Pennsylvania
$136K -$295K -2,148 -68%
CTC
332
Central Trust Company
Missouri
$130K – – –
ACM
333
Argentus Capital Management
Texas
$121K +$73.3K +536 +154%
WCM
334
Wealthcare Capital Management
Virginia
$119K – – –
JWA
335
JFS Wealth Advisors
Pennsylvania
$109K – – –
CM
336
Castleark Management
Illinois
$107K -$243K -1,770 -69%
MCM
337
Manchester Capital Management
Vermont
$107K – – –
EFSCE
338
Enterprise Financial Services Corp (EFSC)
Missouri
$104K – – –
EWM
339
Evercore Wealth Management
New York
$100K -$51.5K -375 -34%
SHJ
340
Sharkey, Howes & Javer
Colorado
$91K – – –
PSUF
341
People's United Financial
Connecticut
$86K – – –
BP
342
Ballentine Partners
Massachusetts
$84K -$34.8K -252 -29%
WAM
343
Wealthspire Advisors (Maryland)
Maryland
$83K – – –
NFG
344
Next Financial Group
Texas
$78K -$7.64K -56 -9%
KF
345
Krilogy Financial
Missouri
$76K +$35.3K +258 +87%
Victory Capital Management
346
Victory Capital Management
Texas
$75K -$9.14K -67 -11%
SA
347
SRH Advisors
Kansas
$75K – – –
SLF
348
Sun Life Financial
Ontario, Canada
$73K – – –
BlackRock
349
BlackRock
New York
$73K +$1.78K +13 +3%
WC
350
Whitnell & Co
Illinois
$72K – – –
12 13
14
15 16