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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 %
YWP
451
YorkBridge Wealth Partners
New York
$113K – – –
SWM
452
SeaCrest Wealth Management
New York
$113K +$382 +2 +0.3%
CFA
453
Carroll Financial Associates
North Carolina
$112K – – –
WCM
454
Wealthcare Capital Management
Virginia
$109K -$8.17K -43 -7%
RE
455
RBC Europe
United Kingdom
$105K -$8.58K -45 -8%
SA
456
SRH Advisors
Kansas
$104K – – –
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$104K – – –
OIA
458
Optimum Investment Advisors
Illinois
$104K +$104K +547 New
FMTCOCP
459
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$100K – – –
WPW
460
Winthrop Partners - WNY
New York
$94.3K +$94.3K +500 New
SFM
461
Signet Financial Management
New Jersey
$93K +$93K +487 New
MCM
462
Manchester Capital Management
Vermont
$91K – – –
WAP
463
Wealthcare Advisory Partners
Pennsylvania
$85K +$57.2K +300 +205%
FCAG
464
First Capital Advisors Group
New Jersey
$79K +$79K +415 New
APSP
465
Asset Planning Services (Pennsylvania)
Pennsylvania
$76K -$24.3K -127 -24%
MCWS
466
McKinley Carter Wealth Services
West Virginia
$74K +$74K +3,280 New
AIM
467
Advantage Investment Management
Iowa
$72K +$7.24K +38 +11%
PAI
468
Pittenger & Anderson Inc
Nebraska
$69K – – –
SSB
469
Sandy Spring Bank
Maryland
$69K – – –
OWA
470
One Wealth Advisors
California
$67K +$21.2K +111 +46%
GEA
471
Glen Eagle Advisors
New Jersey
$66.7K +$66.7K +350 New
CFD
472
Creative Financial Designs
Indiana
$66K -$190 -1 -0.3%
GFP
473
Gryphon Financial Partners
Ohio
$65K – – –
VDFA
474
Vickerman & Driscoll Financial Advisors
Washington
$64K -$11.4K -60 -15%
TCOV
475
Trust Company of Vermont
Vermont
$63K +$5.55K +29 +10%
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