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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

399 hedge funds and large institutions have $5.1B invested in iShares Russell 2000 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+16
Holders Change %
+4.18%
% of All Funds
10.64%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.85%
New
59
Increased
136
Reduced
130
Closed
40
Calls
$22.3M
Puts
$63.6M
Net Calls
-$41.3M
Net Calls Change
-$22.4M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$152M
2
Goldman Sachs
2
Goldman Sachs
New York
$450M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$130M
5
BIT
5
BlackRock Institutional Trust
California
$48.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$23.9M
2
Citigroup
2
Citigroup
New York
$97.1M
3
Bank of America
3
Bank of America
North Carolina
$442M
4
SG Americas Securities
4
SG Americas Securities
New York
$52.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$8.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
3AM
201
3D Asset Management
Connecticut
$1.09M -$138K -909 -11%
I2I
202
Insight 2811 Inc
Illinois
$1.08M +$17.3K +114 +2%
BCM
203
BTC Capital Management
Iowa
$1.07M +$227K +1,500 +27%
DHFB
204
Dixon Hubard Feinour & Brown
Virginia
$1.06M +$3.03K +20 +0.3%
SIA
205
Starfire Investment Advisers
Michigan
$1.03M +$1.03M +6,787 New
VIA
206
Vantage Investment Advisors
Pennsylvania
$1.02M +$811K +5,352 +387%
IP
207
Investment Partners
Ohio
$986K +$24.3K +160 +3%
Creative Planning
208
Creative Planning
Kansas
$974K +$121K +796 +14%
FIG
209
FundX Investment Group
California
$970K +$970K +6,400 New
CK
210
Carnick & Kubik
Colorado
$969K -$188K -1,240 -16%
PMFA
211
Plante Moran Financial Advisors
Michigan
$965K +$814K +5,372 +539%
AL
212
Aspiriant LLC
California
$899K -$129K -851 -13%
ONB
213
Old National Bancorp
Indiana
$868K -$108K -710 -11%
CSIC
214
Clifford Swan Investment Counsel
California
$840K -$108K -715 -11%
VAM
215
Visionary Asset Management
Texas
$807K +$807K +5,322 New
RTS
216
Round Table Services
New Jersey
$796K -$88.8K -586 -10%
SPC
217
Sigma Planning Corp
Michigan
$793K +$793K +5,234 New
WPC
218
White Pine Capital
Minnesota
$778K +$12.9K +85 +2%
FUBT
219
First United Bank & Trust
Maryland
$771K +$58.2K +384 +8%
TYCC
220
Texas Yale Capital Corp
Florida
$769K – – –
BFO
221
Boston Family Office
Massachusetts
$750K – – –
PCM
222
Palisade Capital Management
New Jersey
$747K – – –
HCM
223
Hollencrest Capital Management
California
$747K +$30.3K +200 +4%
LNC
224
Lincoln National Corp
Pennsylvania
$735K – – –
SWP
225
Stratos Wealth Partners
Ohio
$719K -$23.9K -158 -3%
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