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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

276 hedge funds and large institutions have $2.81B invested in iShares Russell Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
276
Holders Change
+40
Holders Change %
+16.95%
% of All Funds
8.02%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.46%
New
60
Increased
87
Reduced
76
Closed
15
Calls
$1.12M
Puts
$1.11M
Net Calls
+$17K
Net Calls Change
+$612K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$218M
2
SIM
2
Sigma Investment Management
Oregon
$26.9M
3
PWAG
3
Polaris Wealth Advisory Group
California
$49.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$20.6M
5
U
5
UBS
Switzerland
$226M

Top Sellers

1
CB
1
Commerce Bank
Missouri
$53.6M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$30.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$805K
4
Comerica Bank
4
Comerica Bank
Texas
$9.99M
5
Barclays
5
Barclays
United Kingdom
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
WRM
226
Westport Resources Management
Connecticut
$127K 1,500 +500 +50%
SHWM
227
Smith & Howard Wealth Management
Georgia
$122K 1,450 – –
PFA
228
Paradigm Financial Advisors
Missouri
$118K 1,404 +1,404 New
ST
229
Smithfield Trust
Pennsylvania
$113K 1,341 +1,341 New
CFA
230
Carroll Financial Associates
North Carolina
$110K 1,305 – –
HRIA
231
Haberer Registered Investment Advisor
Ohio
$105K 1,245 – –
HCM
232
Horrell Capital Management
Arkansas
$104K 1,234 +140 +13%
RFS
233
Rockefeller Financial Services
New York
$101K 1,200 – –
FFC
234
First Financial Corp
Indiana
$86K 1,024 -1,600 -61%
EWM
235
Evercore Wealth Management
New York
$83K 993 +800 +415%
RIA
236
Regal Investment Advisors
Michigan
$79K 931 -411 -31%
MAM
237
Meeder Asset Management
Ohio
$78K 927 +380 +69%
DSC
238
Duncker Streett & Co
Missouri
$76K 895 – –
PO
239
Private Ocean
California
$74K 880 +880 New
QAM
240
QCI Asset Management
New York
$72K 851 – –
JA
241
JOYN Advisors
Georgia
$68K 805 – –
KPCM
242
Kings Point Capital Management
New York
$67K 794 – –
SSB
243
Sandy Spring Bank
Maryland
$66K 780 +205 +36%
NES
244
New England Securities
New York
$65K 772 – –
Lazard Asset Management
245
Lazard Asset Management
New York
$59K 700 +700 New
PTC
246
Private Trust Company
Ohio
$56K 661 +72 +12%
EFSCE
247
Enterprise Financial Services Corp (EFSC)
Missouri
$54K 637 – –
JFGIW
248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52K 620 +620 New
LWM
249
LBA Wealth Management
Florida
$48K 570 +570 New
CAL
250
Capital Analysts LLC
Pennsylvania
$42.2K 500 +500 New
8 9
10
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