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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

284 hedge funds and large institutions have $2.82B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+8
Holders Change %
+2.9%
% of All Funds
8.21%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
36
Increased
96
Reduced
79
Closed
26
Calls
$3.77M
Puts
$1.44M
Net Calls
+$2.33M
Net Calls Change
+$2.31M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$35.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.3M
3
Bank of America
3
Bank of America
North Carolina
$246M
4
DGI
4
Disciplined Growth Investors
Minnesota
$18.8M
5
WT
5
Wilmington Trust
Delaware
$46.9M

Top Sellers

1
U
1
UBS
Switzerland
$111M
2
Invesco
2
Invesco
Georgia
$0
3
SIM
3
Sigma Investment Management
Oregon
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.3M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
226
People's United Financial
Connecticut
$165K +$2.92K +68 +2%
MFBTD
227
MB Financial Bank - Trust Department
Illinois
$141K – – –
CAL
228
Capital Advisors Ltd
Ohio
$141K – – –
M
229
MOTCO
Texas
$133K – – –
PMFA
230
Plante Moran Financial Advisors
Michigan
$129K -$30.9K -720 -19%
WRM
231
Westport Resources Management
Connecticut
$129K – – –
MCM
232
Munder Capital Management
Michigan
$127K -$1.32M -30,650 -91%
PFA
233
Paradigm Financial Advisors
Missouri
$120K – – –
HRIA
234
Haberer Registered Investment Advisor
Ohio
$120K +$13.4K +312 +13%
ST
235
Smithfield Trust
Pennsylvania
$115K – – –
CFA
236
Carroll Financial Associates
North Carolina
$112K – – –
Brown Advisory
237
Brown Advisory
Maryland
$105K +$67.2K +1,562 +178%
RFS
238
Rockefeller Financial Services
New York
$103K – – –
NES
239
New England Securities
New York
$99K +$32.8K +766 +50%
FFC
240
First Financial Corp
Indiana
$88K – – –
EWM
241
Evercore Wealth Management
New York
$86K – – –
DSC
242
Duncker Streett & Co
Missouri
$77K – – –
PO
243
Private Ocean
California
$76K – – –
QAM
244
QCI Asset Management
New York
$73K – – –
CAL
245
Capital Analysts LLC
Pennsylvania
$68.6K +$25.7K +600 +60%
KPCM
246
Kings Point Capital Management
New York
$68K – – –
ACS
247
Archford Capital Strategies
Illinois
$67.4K +$67.4K +1,572 New
CFA
248
CT Financial Advisors
Pennsylvania
$60K +$60K +1,226 New
Lazard Asset Management
249
Lazard Asset Management
New York
$60K – – –
PTC
250
Private Trust Company
Ohio
$57K – – –
8 9
10
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