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iShares Russell 2000 Growth ETF
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Overview Fund Activity

350 hedge funds and large institutions have $4.48B invested in iShares Russell 2000 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 103 increasing their positions, 144 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-14
Holders Change %
-3.85%
% of All Funds
10.07%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.75%
New
22
Increased
103
Reduced
144
Closed
33
Calls
$35.7M
Puts
$72.7M
Net Calls
-$37M
Net Calls Change
+$13.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$639M
2
Citigroup
2
Citigroup
New York
$148M
3
Bank of America
3
Bank of America
North Carolina
$490M
4
IA
4
IndexIQ Advisors
New York
$52.9M
5
Deutsche Bank
5
Deutsche Bank
Germany
$42.6M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$477M
2
JHIU
2
Janus Henderson Investors US
Colorado
$36.6M
3
PPA
3
Parametric Portfolio Associates
Washington
$2.19M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$161M
5
B
5
Baird
Wisconsin
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
201
Hollencrest Capital Management
California
$655K – – –
NAM
202
NTV Asset Management
West Virginia
$654K -$62.2K -450 -9%
AA
203
AlphaMark Advisors
Kentucky
$651K -$3.46K -25 -0.5%
GIA
204
GHP Investment Advisors
Colorado
$650K +$11.2K +81 +2%
WSTAM
205
Wilbanks Smith & Thomas Asset Management
Virginia
$647K – – –
SC
206
SouthState Corp
Florida
$644K +$2.49K +18 +0.4%
FUBT
207
First United Bank & Trust
Maryland
$642K -$49.6K -358 -7%
MCM
208
Maryland Capital Management
Maryland
$623K – – –
SYBT
209
Stock Yards Bank & Trust
Kentucky
$622K -$10.8K -78 -2%
CBN
210
Cadence Bank NA
Texas
$611K +$4.57K +33 +0.8%
Verition Fund Management
211
Verition Fund Management
Connecticut
$609K -$201K -1,454 -25%
FIM
212
Freedom Investment Management
Connecticut
$600K -$51.2K -370 -8%
CBU
213
CIBC Bank USA
Illinois
$571K -$143K -1,035 -20%
Creative Planning
214
Creative Planning
Kansas
$570K +$15.6K +113 +3%
AA
215
Alesco Advisors
New York
$556K +$106K +763 +23%
SAA
216
Southeast Asset Advisors
Georgia
$554K – – –
HCC
217
Hirtle Callaghan & Co
Pennsylvania
$554K – – –
JFG
218
JMG Financial Group
Illinois
$545K -$3.46K -25 -0.6%
CWM
219
Cranbrook Wealth Management
Michigan
$542K – – –
BFEC
220
Benjamin F. Edwards & Company
Missouri
$535K +$19.7K +142 +4%
MBT
221
Monroe Bank & Trust
Michigan
$531K +$9.69K +70 +2%
WA
222
WFG Advisors
Texas
$513K -$68.5K -495 -12%
PIA
223
Peachtree Investment Advisors
Georgia
$507K +$831 +6 +0.2%
KC
224
Kingfisher Capital
North Carolina
$491K -$3.57M -25,803 -88%
ATC
225
Adirondack Trust Company
New York
$491K -$32.5K -235 -6%
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