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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

423 hedge funds and large institutions have $3.89B invested in iShares Russell 2000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-8
Holders Change %
-1.86%
% of All Funds
11.29%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.72%
New
51
Increased
125
Reduced
169
Closed
57
Calls
$19.3M
Puts
$284M
Net Calls
-$265M
Net Calls Change
+$91.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M
2
Citigroup
2
Citigroup
New York
$148M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$127M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$96.9M
5
EAM
5
Eagle Asset Management
Florida
$17.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$322M
2
Goldman Sachs
2
Goldman Sachs
New York
$160M
3
UBS Group
3
UBS Group
Switzerland
$86.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$274M
5
SAM
5
Sentinel Asset Management
Vermont
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
201
Homrich & Berg
Georgia
$765K -$82K -618 -10%
MFS
202
Madrona Financial Services
Washington
$749K -$1.44M -10,880 -66%
Two Sigma Investments
203
Two Sigma Investments
New York
$726K +$726K +5,470 New
DMS
204
Discretionary Management Services
Kansas
$723K +$79.6K +600 +12%
SFG
205
StrategIQ Financial Group
Indiana
$721K +$107K +803 +17%
AI
206
Accredited Investors
Minnesota
$678K -$55.7K -420 -8%
KC
207
Kingfisher Capital
North Carolina
$678K +$80.2K +605 +13%
BFO
208
Boston Family Office
Massachusetts
$676K – – –
TYCC
209
Texas Yale Capital Corp
Florida
$673K – – –
AA
210
ALPS Advisors
Colorado
$667K -$88.2K -650 -12%
SWP
211
Stratos Wealth Partners
Ohio
$666K +$24.7K +186 +4%
TD Asset Management
212
TD Asset Management
Ontario, Canada
$660K +$37.3K +355 +6%
CBU
213
CIBC Bank USA
Illinois
$654K -$129K -970 -16%
LNC
214
Lincoln National Corp
Pennsylvania
$644K -$159K -1,199 -20%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$644K -$90.7K -684 -12%
FUBT
216
First United Bank & Trust
Maryland
$639K -$163K -1,228 -20%
PI
217
Putnam Investments
Massachusetts
$638K -$1.28M -9,664 -67%
WSTAM
218
Wilbanks Smith & Thomas Asset Management
Virginia
$614K -$9.82K -74 -2%
HSA
219
HBK Sorce Advisory
Pennsylvania
$608K +$59.9K +452 +11%
PMFA
220
Plante Moran Financial Advisors
Michigan
$605K – – –
BIT
221
BlackRock Institutional Trust
California
$597K -$1.12M -8,464 -65%
HIM
222
Hanlon Investment Management
New Jersey
$579K +$579K +4,574 New
CLOS
223
Compagnie Lombard Odier SCmA
Switzerland
$569K +$33.2K +250 +6%
CWM
224
Cornerstone Wealth Management
Missouri
$569K +$569K +5,955 New
PHAM
225
Palisades Hudson Asset Management
Florida
$567K -$163K -1,232 -22%
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9
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