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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

320 hedge funds and large institutions have $3.74B invested in iShares Russell Mid-Cap Growth ETF in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 134 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+5
Holders Change %
+1.59%
% of All Funds
8.94%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.59%
New
30
Increased
134
Reduced
73
Closed
22
Calls
$851K
Puts
–
Net Calls
+$851K
Net Calls Change
+$135K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$112M
2
SIM
Sigma Investment Management
Oregon
$25.8M
3
Goldman Sachs
Goldman Sachs
New York
$109M
4
Wells Fargo
Wells Fargo
California
$341M
5
ZB
Zions Bancorporation
Utah
$31M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$101M
2
M&T Bank
M&T Bank
New York
$184M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.9M
4
CCMG
Clark Capital Management Group
Pennsylvania
$8.95M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$60.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
226
UBS AM
Illinois
$297K – – –
BOTW
227
Bank of the West
California
$278K -$88.6K -2,000 -24%
Millennium Management
228
Millennium Management
New York
$276K +$276K +6,228 New
SAMC
229
Spectrum Asset Management (California)
California
$274K -$11.5K -260 -4%
PMFA
230
Plante Moran Financial Advisors
Michigan
$273K +$91.9K +2,078 +51%
WA
231
WFG Advisors
Texas
$266K +$13.5K +304 +5%
VFA
232
Voya Financial Advisors
Connecticut
$264K -$10.3K -236 -4%
FAM
233
Fred Alger Management
New York
$264K +$264K +5,962 New
AIM
234
Allen Investment Management
New York
$263K – – –
NEPWA
235
New England Private Wealth Advisors
Massachusetts
$261K +$355 +8 +0.1%
CWM
236
Confluence Wealth Management
Oregon
$260K -$59.4K -1,342 -19%
BBHC
237
Brown Brothers Harriman & Co
New York
$247K – – –
SGCA
238
Steel Grove Capital Advisors
Tennessee
$246K +$246K +5,550 New
OC
239
Oarsman Capital
Wisconsin
$246K +$246K +5,554 New
TFA
240
Transamerica Financial Advisors
Florida
$241K -$956K -21,536 -80%
WTB
241
Washington Trust Bank
Washington
$239K +$210K +4,740 +718%
MCM
242
Manchester Capital Management
Vermont
$233K -$28.8K -650 -11%
MHS
243
M Holdings Securities
Oregon
$233K – – –
HIS
244
Horizon Investment Services
Indiana
$233K +$20K +452 +9%
BC
245
Bartlett & Co
Ohio
$232K – – –
FT
246
Fiduciary Trust
Massachusetts
$231K – – –
CT
247
Cambridge Trust
Massachusetts
$229K -$2.22K -50 -1%
RIM
248
Regent Investment Management
Kentucky
$228K – – –
1SB
249
1ST Source Bank
Indiana
$222K – – –
DIA
250
Dana Investment Advisors
Wisconsin
$211K +$211K +4,772 New
8 9
10
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