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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

383 hedge funds and large institutions have $4.95B invested in iShares Russell 2000 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+54
Holders Change %
+16.41%
% of All Funds
10.22%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.77%
New
82
Increased
127
Reduced
101
Closed
23
Calls
$29.6M
Puts
$48.5M
Net Calls
-$18.9M
Net Calls Change
+$75.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$127M
2
M&T Bank
2
M&T Bank
New York
$158M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$77.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$422M
5
CC
5
Curian Capital
Colorado
$102M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$331M
2
Citigroup
2
Citigroup
New York
$231M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$105M
4
SAM
4
Sentinel Asset Management
Vermont
$1.88M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$15.4M +$955K +6,704 +7%
DADC
52
D.A. Davidson & Co
Montana
$15M +$904K +6,353 +6%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$14.8M +$107K +754 +0.7%
MGIA
54
Moneta Group Investment Advisors
Missouri
$14.3M +$47K +330 +0.3%
CIM
55
Confluence Investment Management
Missouri
$14.2M +$7.71M +54,131 +118%
PWAG
56
Polaris Wealth Advisory Group
California
$12.6M +$561K +3,939 +5%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$12.6M +$7M +49,169 +126%
BIM
58
BlackRock Investment Management
Delaware
$12.1M -$473K -3,320 -4%
FBFS
59
First Business Financial Services
Wisconsin
$10.7M +$2.27M +15,949 +27%
PC
60
Pier Capital
Connecticut
$10.6M +$6.94M +48,719 +189%
HS
61
Huntington Steele
Pennsylvania
$10.2M +$80K +562 +0.8%
OCM
62
One Capital Management
California
$10.1M +$595K +4,181 +6%
SAM
63
Silvercrest Asset Management
New York
$10M -$34.2K -240 -0.3%
CA
64
Cetera Advisors
Colorado
$9.46M -$514K -3,613 -5%
V
65
Veritable
Delaware
$9.42M -$41.3K -290 -0.4%
WPW
66
Waldron Private Wealth
Pennsylvania
$9.23M +$1.41M +9,913 +18%
CCA
67
Cobblestone Capital Advisors
New York
$9.02M -$154K -1,085 -2%
WB
68
WesBanco Bank
West Virginia
$8.17M +$1.49M +10,450 +22%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$8.02M +$3.49M +24,525 +77%
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$7.95M – – –
JA
71
JOYN Advisors
Georgia
$7.83M +$202K +1,419 +3%
NIP
72
Nicholas Investment Partners
California
$7.8M +$7.8M +54,809 New
ANTB
73
AMG National Trust Bank
Colorado
$7.71M -$248K -1,739 -3%
Brown Advisory
74
Brown Advisory
Maryland
$7.58M +$743K +5,219 +11%
TAG
75
Tactical Allocation Group
Michigan
$7.38M +$7.38M +51,807 New
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