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iShares Russell 2000 Growth ETF
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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
Fidelity Investments
Massachusetts
$127M
2
M&T Bank
M&T Bank
New York
$158M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$77.8M
4
Morgan Stanley
Morgan Stanley
New York
$422M
5
CC
Curian Capital
Colorado
$102M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$331M
2
Citigroup
Citigroup
New York
$231M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$105M
4
SAM
Sentinel Asset Management
Vermont
$1.88M
5
HighTower Advisors
HighTower Advisors
Illinois
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$2.9M +$3.42K +24 +0.1%
CIBC World Market
127
CIBC World Market
Ontario, Canada
$2.75M – – –
BIT
128
BlackRock Institutional Trust
California
$2.7M -$6.06M -42,574 -69%
SHGA
129
Sand Hill Global Advisors
California
$2.5M – – –
GMA
130
Goldstein Munger & Associates
California
$2.39M -$63.6K -447 -3%
CAN
131
Cetera Advisor Networks
California
$2.37M +$205K +1,438 +9%
First Trust Advisors
132
First Trust Advisors
Illinois
$2.37M +$535K +3,755 +29%
FFSOTS
133
Fiduciary Financial Services of The Southwest
Texas
$2.37M -$290K -2,040 -11%
FIMS
134
FBL Investment Management Services
Iowa
$2.35M +$42.7K +300 +2%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$2.32M +$54.7K +384 +2%
UBS AM
136
UBS AM
Illinois
$2.32M -$4.4M -30,900 -65%
PA
137
Pinnacle Associates
New York
$2.25M +$2.25M +15,791 New
MFW
138
Meristem Family Wealth
Minnesota
$2.24M -$14.9K -105 -0.7%
CPA
139
Capital Planning Advisors
California
$2.22M +$2.22M +15,561 New
Citadel Advisors
140
Citadel Advisors
Florida
$2.19M +$1.47M +10,308 +202%
GFG
141
Gray Financial Group
Georgia
$2.12M +$2.12M +14,904 New
CCT
142
Chemung Canal Trust
New York
$2.09M +$8.97K +63 +0.4%
AP
143
Advisors Preferred
Maryland
$2.07M +$2.07M +14,551 New
Jones Financial Companies
144
Jones Financial Companies
Missouri
$2M -$52.2K -367 -3%
HighTower Advisors
145
HighTower Advisors
Illinois
$1.94M -$22.7M -159,310 -92%
AT
146
Arden Trust
Delaware
$1.93M -$29.3K -206 -2%
OCG
147
Opus Capital Group
Ohio
$1.92M +$138K +967 +8%
SAM
148
Sentinel Asset Management
Vermont
$1.88M -$36M -253,100 -95%
EAM
149
Eagle Asset Management
Florida
$1.8M +$1.8M +12,649 New
RIM
150
Regent Investment Management
Kentucky
$1.79M +$1.55M +10,880 +650%
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