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iShares Russell 2000 Growth ETF
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Overview Fund Activity

423 hedge funds and large institutions have $3.89B invested in iShares Russell 2000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-8
Holders Change %
-1.86%
% of All Funds
11.29%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.72%
New
51
Increased
125
Reduced
169
Closed
57
Calls
$19.3M
Puts
$284M
Net Calls
-$265M
Net Calls Change
+$91.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$157M
2
Citigroup
Citigroup
New York
$148M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$127M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$96.9M
5
EAM
Eagle Asset Management
Florida
$17.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$322M
2
Goldman Sachs
Goldman Sachs
New York
$160M
3
UBS Group
UBS Group
Switzerland
$86.3M
4
Morgan Stanley
Morgan Stanley
New York
$274M
5
SAM
Sentinel Asset Management
Vermont
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
401
One Capital Management
California
$11.2K +$615 +4,637 +6%
FMP
402
Financial Management Professionals
Texas
$11K – – –
WIC
403
Woodmont Investment Counsel
Tennessee
$11K – – –
CC
404
Cassaday & Co
Virginia
$11K +$11K +82 New
FPFS
405
First Personal Financial Services
North Carolina
$10K – – –
CHC
406
City Holding Co
West Virginia
$8K – – –
JFA
407
JNBA Financial Advisors
Minnesota
$8K – – –
PVH
408
Psagot Value Holdings
Israel
$8K – – –
NC
409
NewSquare Capital
Pennsylvania
$7K – – –
BAM
410
Brave Asset Management
New Jersey
$7K – – –
TIM
411
Tortoise Investment Management
New York
$7K +$7K +56 New
RFS
412
Rockefeller Financial Services
New York
$6K – – –
BWA
413
Burt Wealth Advisors
Maryland
$6K – – –
TFA
414
Transamerica Financial Advisors
Florida
$5K -$169K -1,248 -97%
CFA
415
Carroll Financial Associates
North Carolina
$5K – – –
LWM
416
LBA Wealth Management
Florida
$3K – – –
VCM
417
Versant Capital Management
Arizona
$3K +$3K +25 New
SWA
418
Sutton Wealth Advisors
Florida
$2.79K +$2.79K +21 New
AC
419
Alexandria Capital
Virginia
$2K – – –
IF
420
Ironwood Financial
Arizona
$2K +$2K +15 New
ADL
421
Asset Dedication LLC
California
$1K -$392K -1,958 -100%
AWM
422
Avior Wealth Management
Nebraska
$1K – – –
ED
423
Exane Derivatives
France
$133 – – –
SAM
424
Sentinel Asset Management
Vermont
– -$45.5M -326,400 Closed
NMIMC
425
Northwestern Mutual Investment Management Company
Wisconsin
– -$20.6M -147,568 Closed
15 16
17
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