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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

431 hedge funds and large institutions have $4.26B invested in iShares Russell 2000 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 147 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+30
Holders Change %
+7.48%
% of All Funds
11.32%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.79%
New
67
Increased
147
Reduced
137
Closed
32
Calls
$32.5M
Puts
$389M
Net Calls
-$357M
Net Calls Change
-$319M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$93.1M
2
SAM
Sentinel Asset Management
Vermont
$45.5M
3
IA
IndexIQ Advisors
New York
$49M
4
LPL Financial
LPL Financial
California
$76M
5
UBS Group
UBS Group
Switzerland
$144M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$231M
2
Morgan Stanley
Morgan Stanley
New York
$339M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$22.5M
5
GIM
Granahan Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GMA
151
Goldstein Munger & Associates
California
$2.27M +$279 +2 +0%
IA
152
IFP Advisors
Florida
$2.26M +$2.26M +16,214 New
CAN
153
Cetera Advisor Networks
California
$2.26M -$124K -888 -5%
MFW
154
Meristem Family Wealth
Minnesota
$2.22M – – –
FPCM
155
Financial Partners Capital Management
New York
$2.11M +$24K +172 +1%
FFSOTS
156
Fiduciary Financial Services of The Southwest
Texas
$2.07M -$52.2K -375 -2%
CCT
157
Chemung Canal Trust
New York
$2.04M – – –
OCG
158
Opus Capital Group
Ohio
$2.03M -$16.2K -116 -0.8%
PI
159
Putnam Investments
Massachusetts
$2.02M +$1.44M +10,330 +249%
HNB
160
Huntington National Bank
Ohio
$1.99M -$2.1M – –
First Trust Advisors
161
First Trust Advisors
Illinois
$1.96M +$32.3K +232 +2%
FIB
162
First Interstate Bank
Montana
$1.91M – – –
FIMS
163
FBL Investment Management Services
Iowa
$1.91M – – –
FCI
164
Financial Counselors Inc
Kansas
$1.9M +$587K +4,210 +45%
ICRM
165
Insight Capital Research & Management
California
$1.89M -$136K -974 -7%
DIA
166
Denver Investment Advisors
Colorado
$1.81M -$8.64K -62 -0.5%
BIT
167
BlackRock Institutional Trust
California
$1.81M -$5.29M -37,977 -75%
PAG
168
Private Advisor Group
New Jersey
$1.76M +$492K +3,530 +39%
NPC
169
National Planning Corporation
California
$1.74M +$636K +5,420 +58%
PFM
170
Parsec Financial Management
North Carolina
$1.72M +$454K +3,260 +36%
FNBT
171
FineMark National Bank & Trust
Florida
$1.65M -$2.09K -15 -0.1%
William Blair & Company
172
William Blair & Company
Illinois
$1.63M +$69.7K +501 +4%
PC
173
Pier Capital
Connecticut
$1.61M -$130K -930 -7%
HCMT
174
Highland Capital Management (Tennessee)
Tennessee
$1.6M – – –
GW
175
GW & Wade
Massachusetts
$1.59M -$58.5K -420 -4%
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