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iShares Russell 2000 Growth ETF
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Overview Fund Activity

350 hedge funds and large institutions have $4.48B invested in iShares Russell 2000 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 103 increasing their positions, 144 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-14
Holders Change %
-3.85%
% of All Funds
10.07%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.75%
New
22
Increased
103
Reduced
144
Closed
33
Calls
$35.7M
Puts
$72.7M
Net Calls
-$37M
Net Calls Change
+$13.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$639M
2
Citigroup
2
Citigroup
New York
$148M
3
Bank of America
3
Bank of America
North Carolina
$490M
4
IA
4
IndexIQ Advisors
New York
$52.9M
5
Deutsche Bank
5
Deutsche Bank
Germany
$42.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$477M
2
JHIU
2
Janus Henderson Investors US
Colorado
$36.6M
3
PPA
3
Parametric Portfolio Associates
Washington
$2.19M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$161M
5
B
5
Baird
Wisconsin
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
351
Clark Capital Management Group
Pennsylvania
– -$31.2M -229,248 Closed
BMM
352
Berkshire Money Management
Massachusetts
– -$24.9M -183,118 Closed
HCM
353
Hengehold Capital Management
Ohio
– -$10.7M -78,802 Closed
BAAM
354
Baker Avenue Asset Management
California
– -$9.78M -71,855 Closed
SMM
355
Stadion Money Management
Georgia
– -$9.18M -67,469 Closed
LMIM
356
Lockheed Martin Investment Management
Maryland
– -$5.42M -39,852 Closed
Bank of Nova Scotia
357
Bank of Nova Scotia
Ontario, Canada
– -$3.56M -26,198 Closed
AP
358
Advisors Preferred
Maryland
– -$3.34M -24,558 Closed
BCI
359
Brinker Capital Investments
Pennsylvania
– -$2.86M -21,000 Closed
FIG
360
FundX Investment Group
California
– -$2.78M -20,463 Closed
CM
361
Churchill Management
California
– -$1.52M -11,133 Closed
SI
362
SII Investments
Wisconsin
– -$1.24M -9,539 Closed
DWA
363
Dorsey Wright & Associates
California
– -$1.06M -8,826 Closed
HR
364
Howe & Rusling
New York
– -$1.11M -8,145 Closed
ST
365
Sentinel Trust
Texas
– -$467K -3,430 Closed
TCM
366
Texan Capital Management
Texas
– -$433K -3,185 Closed
Nomura Holdings
367
Nomura Holdings
Japan
– -$406K -3,000 Closed
DA
368
DSC Advisors
Illinois
– -$394K -2,898 Closed
CIP
369
Chartwell Investment Partners
Pennsylvania
– -$354K -2,600 Closed
CRCP
370
Copper Rock Capital Partners
Massachusetts
– -$332K -2,439 Closed
WS
371
Wedbush Securities
California
– -$327K -2,400 Closed
RhumbLine Advisers
372
RhumbLine Advisers
Massachusetts
– -$313K -2,300 Closed
SGCA
373
Steel Grove Capital Advisors
Tennessee
– -$266K -1,953 Closed
T
374
TradeWorx
New Jersey
– -$249K -1,828 Closed
OPCM
375
Osborne Partners Capital Management
California
– -$218K -1,600 Closed
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15
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