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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

480 hedge funds and large institutions have $5.42B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+55
Holders Change %
+12.94%
% of All Funds
10.9%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.61%
New
92
Increased
135
Reduced
131
Closed
35
Calls
$47.1M
Puts
$36.8M
Net Calls
+$10.3M
Net Calls Change
-$4.76M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$30.3M
2
Bank of America
2
Bank of America
North Carolina
$465M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$21.1M
4
Jane Street
4
Jane Street
New York
$17M
5
CG
5
Cutler Group
California
$16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$422M
2
SI
2
Stephens Inc
Arkansas
$51.3M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$120M
4
Goldman Sachs
4
Goldman Sachs
New York
$61.5M
5
CS
5
Credit Suisse
Switzerland
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFS
226
Squar Milner Financial Services
California
$663K +$663K +10,286 New
FIM
227
Freedom Investment Management
Connecticut
$658K -$85.5K -1,416 -11%
IWM
228
IHT Wealth Management
Illinois
$653K +$459K +7,362 +237%
CC
229
Cassaday & Co
Virginia
$643K +$71.8K +2,380 +13%
Wolverine Trading
230
Wolverine Trading
Illinois
$641K +$641K +10,632 New
TAIM
231
TD Ameritrade Investment Management
Nebraska
$632K -$147K -2,436 -19%
Bessemer Group
232
Bessemer Group
New Jersey
$630K – – –
LIC
233
Lodestar Investment Counsel
Illinois
$615K – – –
CCP
234
Corient Capital Partners
California
$604K -$150K -2,492 -20%
TCM
235
TimesSquare Capital Management
New York
$603K -$760K -12,600 -56%
Simplex Trading
236
Simplex Trading
Illinois
$598K +$403K +6,682 +206%
A
237
AdvicePeriod
California
$598K +$598K +9,918 New
HCA
238
Harbour Capital Advisors
Virginia
$596K – – –
MPPLM
239
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$596K +$596K +9,880 New
CAL
240
Capital Analysts LLC
Pennsylvania
$593K – – –
FA
241
FDx Advisors
Illinois
$590K -$18.8K -312 -3%
AP
242
Appleton Partners
Massachusetts
$590K – – –
QCG
243
Quadrant Capital Group
Ohio
$589K – – –
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$588K +$42.8K +710 +8%
NFG
245
Nations Financial Group
Iowa
$585K +$362 +6 +0.1%
BWA
246
Burt Wealth Advisors
Maryland
$582K – – –
NAM
247
NTV Asset Management
West Virginia
$579K – – –
YWP
248
YorkBridge Wealth Partners
New York
$577K -$13.9K -230 -2%
AFC
249
AFT Forsyth & Company
Florida
$566K +$566K +9,380 New
LFG
250
LifePlan Financial Group
Ohio
$558K – – –
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