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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

411 hedge funds and large institutions have $3.68B invested in iShares Russell 2000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-12
Holders Change %
-2.84%
% of All Funds
10.98%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.75%
New
41
Increased
109
Reduced
168
Closed
50
Calls
$325M
Puts
$340M
Net Calls
-$14.9M
Net Calls Change
+$250M

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
$46.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$49.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$24M
4
SF
Synovus Financial
Georgia
$18.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$53.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$73.8M
2
LPL Financial
LPL Financial
California
$4.39M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$65.3M
4
Citigroup
Citigroup
New York
$102M
5
Bank of America
Bank of America
North Carolina
$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
201
Lincoln National Corp
Pennsylvania
$703K +$37.4K +273 +6%
BFO
202
Boston Family Office
Massachusetts
$700K – – –
TYCC
203
Texas Yale Capital Corp
Florida
$696K – – –
TD Asset Management
204
TD Asset Management
Ontario, Canada
$690K +$30.2K +288 +5%
MFS
205
Madrona Financial Services
Washington
$686K -$88.8K -647 -11%
KC
206
Kingfisher Capital
North Carolina
$679K -$21.9K -160 -3%
HB
207
Homrich & Berg
Georgia
$671K -$120K -877 -15%
PFO
208
Pathstone Family Office
New Jersey
$665K +$665K +4,850 New
FUBT
209
First United Bank & Trust
Maryland
$643K -$18.4K -134 -3%
WSTAM
210
Wilbanks Smith & Thomas Asset Management
Virginia
$635K – – –
CBU
211
CIBC Bank USA
Illinois
$627K -$49.8K -363 -7%
TW
212
Transform Wealth
Colorado
$625K +$625K +4,555 New
AI
213
Accredited Investors
Minnesota
$573K -$129K -937 -18%
HCM
214
Hollencrest Capital Management
California
$566K – – –
HCC
215
Hirtle Callaghan & Co
Pennsylvania
$549K – – –
BB
216
Bell Bank
North Dakota
$546K +$546K +6,402 New
CAL
217
Capital Analysts LLC
Pennsylvania
$546K +$13.7K +100 +3%
BTS
218
BB&T Securities
Virginia
$542K +$6.17K +45 +1%
CLOS
219
Compagnie Lombard Odier SCmA
Switzerland
$540K -$48K -350 -8%
JIC
220
Joel Isaacson & Co
New York
$540K -$11.1K -81 -2%
ATC
221
Adirondack Trust Company
New York
$534K – – –
FIM
222
Freedom Investment Management
Connecticut
$527K +$51K +372 +11%
CIC
223
Carnegie Investment Counsel
Ohio
$519K -$4.51K -31 -0.9%
FBNAT
224
FirstMerit Bank N.A. Trustee
Ohio
$504K – – –
HFS
225
HL Financial Services
Kentucky
$490K -$52.9K -386 -10%
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9
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