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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

608 hedge funds and large institutions have $8.22B invested in iShares Russell 2000 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 181 increasing their positions, 210 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+15
Holders Change %
+2.53%
% of All Funds
13.92%
Holding in Top 10
31
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-22.5%
% of All Funds
0.71%
New
53
Increased
181
Reduced
210
Closed
34
Calls
$91M
Puts
$595M
Net Calls
-$504M
Net Calls Change
+$642M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$161M
2
Wells Fargo
Wells Fargo
California
+$149M
3
Citigroup
Citigroup
New York
+$118M
4
Ameriprise
Ameriprise
Minnesota
+$56.3M
5
TCM
TimesSquare Capital Management
New York
+$46.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$105M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$55.2M
3
Deutsche Bank
Deutsche Bank
Germany
-$31.9M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$29M
5
HCM
Howard Capital Management
Georgia
-$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$227K -$217K -1,009 -49%
AWS
452
AJ Wealth Strategies
New York
$227K – – –
FFA
453
First Foundation Advisors
California
$223K -$109K -505 -33%
WAOTB
454
Wealth Advisors of Tampa Bay
Florida
$221K – – –
SLG
455
Stanley-Laman Group
Pennsylvania
$220K +$220K +1,022 New
DHFB
456
Dixon Hubard Feinour & Brown
Virginia
$218K -$5.37K -25 -2%
ATC
457
Adirondack Trust Company
New York
$217K – – –
BFC
458
Bedel Financial Consulting
Indiana
$216K +$7.16K +36 +3%
SS
459
Sunbelt Securities
Texas
$215K +$3.44K +16 +2%
CFGS
460
Concourse Financial Group Securities
Alabama
$215K +$215K +996 New
SBSB
461
Sullivan, Bruyette, Speros & Blaney
Virginia
$213K – – –
IWP
462
Icon Wealth Partners
Texas
$211K -$47.3K -220 -18%
AIA
463
Arbor Investment Advisors
North Carolina
$207K +$207K +960 New
RAM
464
Roanoke Asset Management
New Jersey
$207K +$207K +962 New
FWCM
465
Ferguson Wellman Capital Management
Oregon
$206K +$206K +956 New
SBIA
466
Sheaff Brock Investment Advisors
Indiana
$205K -$19K -88 -8%
BAM
467
Barrett Asset Management
New York
$204K – – –
MCM
468
Mengis Capital Management
Oregon
$204K +$204K +950 New
DSC
469
Duncker Streett & Co
Missouri
$202K – – –
AF
470
Arrow Financial
New York
$200K – – –
GIP
471
Greatmark Investment Partners
Georgia
$200K +$200K +930 New
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$200K -$6.67K -31 -3%
PFP
473
Pinnacle Financial Partners
Tennessee
$196K +$23.7K +110 +14%
BAM
474
Belpointe Asset Management
Nevada
$193K +$193K +899 New
MLICM
475
Metropolitan Life Insurance Company (MetLife)
New York
$177K – – –
17 18
19
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