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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 %
CG
201
Corundum Group
Colorado
$1.06M – – –
CDIA
202
Capital Directions Investment Advisors
Georgia
$1.04M – – –
CSIC
203
Clifford Swan Investment Counsel
California
$1.03M +$1.03M +7,400 New
RhumbLine Advisers
204
RhumbLine Advisers
Massachusetts
$1.03M +$74.6K +535 +8%
WSFS
205
Wilmington Savings Fund Society
Delaware
$994K -$27.9K -200 -3%
NPF
206
Norris Perne & French
Michigan
$982K +$982K +7,050 New
IP
207
Investment Partners
Ohio
$969K +$7.1K +51 +0.7%
BAAM
208
Baker Avenue Asset Management
California
$914K -$341K -2,450 -27%
Kayne Anderson Rudnick Investment Management
209
Kayne Anderson Rudnick Investment Management
California
$901K +$415K +2,976 +85%
SWM
210
SVA Wealth Management
Wisconsin
$898K -$213K -1,530 -19%
HB
211
Homrich & Berg
Georgia
$889K -$241K -1,731 -21%
3AM
212
3D Asset Management
Connecticut
$885K -$81.4K -584 -8%
DHFB
213
Dixon Hubard Feinour & Brown
Virginia
$882K -$64.8K -465 -7%
I2I
214
Insight 2811 Inc
Illinois
$877K -$65.9K -473 -7%
WI
215
WrapManager Inc
California
$854K +$854K +6,130 New
FUBT
216
First United Bank & Trust
Maryland
$842K +$11.3K +81 +1%
DLHL
217
Donald L. Hagan LLC
Florida
$835K -$94.9K -681 -10%
JIC
218
Joel Isaacson & Co
New York
$832K +$974 +7 +0.1%
CBU
219
CIBC Bank USA
Illinois
$822K +$297K +2,130 +56%
CI
220
Chartist Inc
California
$817K +$817K +5,865 New
AA
221
ALPS Advisors
Colorado
$776K -$4.28M -30,703 -85%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$772K +$739K +5,309 +2,269%
AI
223
Accredited Investors
Minnesota
$771K -$12.1K -87 -2%
LNC
224
Lincoln National Corp
Pennsylvania
$771K +$153K +1,199 +25%
PHAM
225
Palisades Hudson Asset Management
Florida
$767K +$196K +1,405 +34%
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