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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 %
LNB
376
Ledyard National Bank
$23K – – –
NSIM
377
North Star Investment Management
Illinois
$23K – – –
RFWA
378
RPg Family Wealth Advisory
Massachusetts
$22.9K +$3.02K +22 +15%
S
379
SignatureFD
Georgia
$21K -$151K -1,095 -88%
PWM
380
Perigon Wealth Management
California
$21K +$21K +153 New
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$20K -$2.88K -21 -13%
KT
382
Kanaly Trust
Texas
$18K – – –
WA
383
Winfield Associates
Ohio
$16K – – –
FAM
384
Fred Alger Management
New York
$16K +$16K +113 New
WAP
385
Wealthcare Advisory Partners
Pennsylvania
$15K +$15K +107 New
SFG
386
SevenBridge Financial Group
Pennsylvania
$14K +$14K +100 New
FMP
387
Financial Management Professionals
Texas
$11K – – –
MCM
388
McKinley Capital Management
Alaska
$9K -$32.7K -247 -78%
JFA
389
JNBA Financial Advisors
Minnesota
$9K – – –
RFS
390
Rockefeller Financial Services
New York
$7K – – –
BAM
391
Brave Asset Management
New Jersey
$7K – – –
SSB
392
Sandy Spring Bank
Maryland
$7K +$7K +48 New
BWA
393
Burt Wealth Advisors
Maryland
$6K – – –
LWM
394
LBA Wealth Management
Florida
$6K +$2.93K +22 +96%
CFA
395
Carroll Financial Associates
North Carolina
$5K – – –
First Manhattan
396
First Manhattan
New York
$5K +$5K +40 New
Manulife (Manufacturers Life Insurance)
397
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K +$5K +40 New
MMG
398
Monetary Management Group
Missouri
$4K +$4K +30 New
VCM
399
Versant Capital Management
Arizona
$3K – – –
DAC
400
Dividend Assets Capital
South Carolina
$3K +$3K +22 New
14 15
16
17 18