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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 %
CFN
526
Cordasco Financial Network
Florida
$14K – – –
WEC
527
Winslow Evans & Crocker
Massachusetts
$13.7K – – –
PFO
528
Pathstone Family Office
New Jersey
$11K +$11K +56 New
HDIM
529
Hanson & Doremus Investment Management
Vermont
$10K – – –
FNB
530
Farmers National Bank
Kentucky
$10K – – –
RWA
531
Ropes Wealth Advisors
Massachusetts
$10K – – –
DBT
532
Dubuque Bank & Trust
Iowa
$10K +$10K +50 New
SWPG
533
Strategic Wealth Partners Group
Illinois
$9.22K +$111 +583 +1%
BWA
534
Burt Wealth Advisors
Maryland
$9K – – –
PWAG
535
Polaris Wealth Advisory Group
California
$9K +$9K +45 New
AIM
536
Anchor Investment Management
South Carolina
$8.91K – – –
BWL
537
Bogart Wealth LLC
Virginia
$8K -$9.82K -54 -55%
First Manhattan
538
First Manhattan
New York
$7K – – –
WWM
539
Willingdon Wealth Management
North Carolina
$7K -$7K – –
NWM
540
Northwest Wealth Management
Iowa
$7K +$7K +36 New
AWM
541
Avior Wealth Management
Nebraska
$6K +$4.18K +23 +230%
MMG
542
Monetary Management Group
Missouri
$6K +$6K +30 New
DWM
543
Destination Wealth Management
California
$6K +$6K +32 New
SGAM
544
Stephens Group Asset Management
Arkansas
$5K -$27.4K -137 -85%
CWM
545
Catamount Wealth Management
Connecticut
$5K – – –
MPPLM
546
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5K – – –
GI
547
GS Investments
Minnesota
$4.19K – – –
SWA
548
Sutton Wealth Advisors
Florida
$4K – – –
BWA
549
BDO Wealth Advisors
Florida
$4K -$4.18K -23 -51%
ML
550
McAdam LLC
Pennsylvania
$4K +$4K +23 New
20 21
22
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