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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

562 hedge funds and large institutions have $5.96B invested in iShares Russell 2000 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 163 increasing their positions, 203 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+10
Holders Change %
+1.81%
% of All Funds
12.9%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.85%
New
63
Increased
163
Reduced
203
Closed
49
Calls
$24.2M
Puts
$49.3M
Net Calls
-$25.1M
Net Calls Change
+$18.6M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$143M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$95.3M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$66M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$57.9M
5
AG
Advisor Group
Arizona
+$43.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$94.9M
2
Morgan Stanley
Morgan Stanley
New York
-$89.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.4M
4
TCM
TimesSquare Capital Management
New York
-$40.1M
5
Goldman Sachs
Goldman Sachs
New York
-$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
426
Sullivan, Bruyette, Speros & Blaney
Virginia
$208K -$9.71K -51 -4%
AAS
427
Annex Advisory Services
Wisconsin
$205K -$49.4K -260 -19%
PGA
428
Portland Global Advisors
Maine
$205K – – –
WIA
429
Wealthstreet Investment Advisors
Texas
$205K +$205K +1,077 New
HR
430
Howe & Rusling
New York
$204K +$155K +814 +319%
BFC
431
Bedel Financial Consulting
Indiana
$200K +$200K +1,050 New
ASN
432
Advisory Services Network
Georgia
$199K -$44K -231 -18%
ATC
433
Adirondack Trust Company
New York
$198K +$23K +120 +13%
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$195K -$1.91K -10 -1%
Victory Capital Management
435
Victory Capital Management
Texas
$187K +$41.6K +218 +29%
BAM
436
Barrett Asset Management
New York
$181K -$16.2K -85 -8%
DSC
437
Duncker Streett & Co
Missouri
$179K – – –
AF
438
Arrow Financial
New York
$177K +$177K +930 New
PCG
439
Private Capital Group
Connecticut
$175K +$28.6K +150 +20%
MLICM
440
Metropolitan Life Insurance Company (MetLife)
New York
$157K – – –
WC
441
Whitnell & Co
Illinois
$156K – – –
SPL
442
Smart Portfolios LLC
Washington
$154K +$154K +808 New
PFP
443
Pinnacle Financial Partners
Tennessee
$152K -$103K -540 -40%
OIA
444
OneDigital Investment Advisors
Kansas
$148K -$153K -802 -51%
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$145K – – –
TWA
446
TCI Wealth Advisors
Arizona
$137K -$227K -1,190 -62%
CTB
447
Country Trust Bank
Illinois
$134K +$134K +705 New
SHJ
448
Sharkey, Howes & Javer
Colorado
$131K – – –
VC
449
Vestor Capital
Illinois
$128K – – –
IWM
450
IHT Wealth Management
Illinois
$115K -$38.1K -205 -25%
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