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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

425 hedge funds and large institutions have $5.02B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 144 reducing their positions, and 26 closing their positions.

Holders
425
Holders Change
+16
Holders Change %
+3.91%
% of All Funds
10.61%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.6%
New
44
Increased
127
Reduced
144
Closed
26
Calls
$43.1M
Puts
$28M
Net Calls
+$15.1M
Net Calls Change
+$11.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$482M
2
LFAS
2
Level Four Advisory Services
Texas
$30.4M
3
TF
3
TIAA FSB
Florida
$557M
4
Goldman Sachs
4
Goldman Sachs
New York
$71.4M
5
CS
5
Credit Suisse
Switzerland
$14.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.9M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$48.2M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$15.3M
5
LPL Financial
5
LPL Financial
California
$49.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$546K 4,522 -152 -3%
BWA
227
Burt Wealth Advisors
Maryland
$546K 4,823 – –
HTC
228
Haverford Trust Company
Pennsylvania
$544K 4,804 +4,804 New
NAM
229
NTV Asset Management
West Virginia
$543K 4,800 – –
CC
230
Cassaday & Co
Virginia
$536K 9,468 +538 +6%
SFSIG
231
San Francisco Sentry Investment Group
California
$534K 4,716 – –
SFM
232
Signet Financial Management
New Jersey
$514K 4,543 +33 +0.7%
GIM
233
Guild Investment Management
California
$505K 4,460 +4,460 New
CIM
234
Confluence Investment Management
Missouri
$504K 4,455 -51,119 -92%
NPC
235
National Planning Corporation
California
$495K 4,377 -8,302 -65%
PFA
236
Pure Financial Advisors
California
$493K 4,357 -96 -2%
GC
237
Gilbert & Cook
Iowa
$481K 4,253 -83 -2%
HCM
238
HMS Capital Management
Tennessee
$474K 4,188 +5 +0.1%
CBN
239
Cadence Bank NA
Texas
$474K 4,187 +4,187 New
AIP
240
Ameritas Investment Partners
Nebraska
$468K 4,141 -443 -10%
LW
241
Linscomb Wealth
Texas
$467K 4,128 – –
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$464K 4,100 -16 -0.4%
VFA
243
Voya Financial Advisors
Connecticut
$461K 4,093 -7,322 -64%
WSFS
244
Wilmington Savings Fund Society
Delaware
$460K 4,061 +25 +0.6%
EVM
245
Eaton Vance Management
Massachusetts
$458K 4,048 -60 -1%
HWA
246
Heritage Wealth Advisors
Virginia
$454K 4,015 – –
CCM
247
Cohen Capital Management
California
$452K 3,996 +5 +0.1%
1SB
248
1ST Source Bank
Indiana
$450K 3,980 – –
LCM
249
Liberty Capital Management
Michigan
$445K 3,816 -4 -0.1%
AL
250
Aspiriant LLC
California
$444K 3,925 – –
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10
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