IWP icon

iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

492 hedge funds and large institutions have $5.64B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 166 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
11.29%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.78%
New
48
Increased
148
Reduced
166
Closed
34
Calls
$16.2M
Puts
$27.3M
Net Calls
-$11.1M
Net Calls Change
-$21.4M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$98.3M
2
Deutsche Bank
Deutsche Bank
Germany
+$67.8M
3
SGAM
Stephens Group Asset Management
Arkansas
+$32.9M
4
TF
TIAA FSB
Florida
+$20.2M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$12.2M

Top Sellers

1
EB
Eastern Bank
Massachusetts
-$25.8M
2
Morgan Stanley
Morgan Stanley
New York
-$25.1M
3
CG
Cutler Group
California
-$15.7M
4
Jane Street
Jane Street
New York
-$14.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
SVA Wealth Management
Wisconsin
$711K +$81.1K +1,434 +13%
DADC
227
D.A. Davidson & Co
Montana
$704K +$207K +3,372 +42%
Bessemer Group
228
Bessemer Group
New Jersey
$691K +$49.1K +798 +8%
CNBT
229
Canandaigua National Bank & Trust
New York
$690K +$2.46K +40 +0.4%
AAM
230
Autus Asset Management
Arizona
$674K -$15.9K -258 -2%
IWP
231
Icon Wealth Partners
Texas
$661K -$292K -4,756 -31%
MWP
232
MYCIO Wealth Partners
Pennsylvania
$654K -$85.1K -1,384 -12%
TFA
233
Transamerica Financial Advisors
Florida
$650K +$650K +10,562 +528,100%
SMFS
234
Squar Milner Financial Services
California
$632K – – –
LIC
235
Lodestar Investment Counsel
Illinois
$627K – – –
CCP
236
Corient Capital Partners
California
$616K – – –
CAL
237
Capital Analysts LLC
Pennsylvania
$615K +$10.5K +170 +2%
UBS AM
238
UBS AM
Illinois
$607K +$81.9K +1,332 +16%
IWM
239
IHT Wealth Management
Illinois
$602K -$24.9K -416 -4%
LFG
240
LifePlan Financial Group
Ohio
$601K -$5.16K -84 -0.9%
QCG
241
Quadrant Capital Group
Ohio
$599K – – –
NFG
242
Nations Financial Group
Iowa
$597K +$369 +6 +0.1%
CG
243
Cutler Group
California
$596K -$15.7M -255,702 -96%
BWA
244
Burt Wealth Advisors
Maryland
$593K – – –
YWP
245
YorkBridge Wealth Partners
New York
$590K – – –
FCBT
246
First Citizens Bank & Trust
North Carolina
$589K +$57.7K +940 +11%
FA
247
FDx Advisors
Illinois
$585K -$15.7K -256 -3%
CC
248
Cassaday & Co
Virginia
$582K -$73.2K -2,380 -11%
Millennium Management
249
Millennium Management
New York
$580K +$580K +9,442 New
HCA
250
Harbour Capital Advisors
Virginia
$577K -$30.7K -500 -5%
8 9
10
11 12