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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

409 hedge funds and large institutions have $4.9B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 136 increasing their positions, 119 reducing their positions, and 28 closing their positions.

Holders
409
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
10.21%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.55%
New
37
Increased
136
Reduced
119
Closed
28
Calls
$18.9M
Puts
$15.4M
Net Calls
+$3.41M
Net Calls Change
+$8.5M

Top Buyers

1
TF
1
TIAA FSB
Florida
$507M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$77.3M
3
LPL Financial
3
LPL Financial
California
$70.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$47.2M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$86.1M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$1.25M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60.9M
3
LFAS
3
Level Four Advisory Services
Texas
$347K
4
UBS Group
4
UBS Group
Switzerland
$209M
5
Goldman Sachs
5
Goldman Sachs
New York
$51.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SFSIG
226
San Francisco Sentry Investment Group
California
$510K 4,716 +461 +11%
SI
227
SII Investments
Wisconsin
$510K 4,683 +736 +19%
FTIOP
228
Fiduciary Trust International of Pennsylvania
Pennsylvania
$506K 4,678 +2,438 +109%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$505K 4,674 -60 -1%
UWPG
230
Ullmann Wealth Partners Group
Florida
$497K 4,601 – –
AIP
231
Ameritas Investment Partners
Nebraska
$495K 4,584 -527 -10%
SFM
232
Signet Financial Management
New Jersey
$487K 4,510 +584 +15%
CC
233
Cassaday & Co
Virginia
$483K 8,930 -1,812 -17%
PFA
234
Pure Financial Advisors
California
$481K 4,453 -139 -3%
EWA
235
EP Wealth Advisors
California
$479K 4,436 -1,065 -19%
GC
236
Gilbert & Cook
Iowa
$469K 4,336 – –
RIA
237
Regal Investment Advisors
Michigan
$454K 4,198 +4,198 New
HCM
238
HMS Capital Management
Tennessee
$452K 4,183 +25 +0.6%
LW
239
Linscomb Wealth
Texas
$446K 4,128 – –
JFGIW
240
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$445K 4,116 -55 -1%
EVM
241
Eaton Vance Management
Massachusetts
$444K 4,108 -40 -1%
WSFS
242
Wilmington Savings Fund Society
Delaware
$436K 4,036 – –
HWA
243
Heritage Wealth Advisors
Virginia
$434K 4,015 – –
CCM
244
Cohen Capital Management
California
$431K 3,991 – –
1SB
245
1ST Source Bank
Indiana
$430K 3,980 -70 -2%
AL
246
Aspiriant LLC
California
$424K 3,925 -12 -0.3%
MFW
247
Mosaic Family Wealth
Missouri
$422K 3,905 -1,452 -27%
LCM
248
Liberty Capital Management
Michigan
$413K 3,820 -972 -20%
WDL
249
Well Done LLC
Michigan
$412K 3,808 -152 -4%
AFP
250
Ausdal Financial Partners
Iowa
$412K 3,816 +229 +6%
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