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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

494 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 140 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
11.33%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
34
Increased
140
Reduced
160
Closed
26
Calls
$4.84M
Puts
$5.86M
Net Calls
-$1.01M
Net Calls Change
+$10.1M

Top Buyers

1
TF
TIAA FSB
Florida
+$95M
2
Morgan Stanley
Morgan Stanley
New York
+$27.7M
3
SI
Stephens Inc
Arkansas
+$17M
4
Ameriprise
Ameriprise
Minnesota
+$11.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$56.9M
2
ZB
Zions Bancorporation
Utah
-$43.1M
3
Deutsche Bank
Deutsche Bank
Germany
-$19M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$10.7M
5
MML Investors Services
MML Investors Services
Massachusetts
-$7.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
226
Haverford Trust Company
Pennsylvania
$754K -$4.18K -66 -0.6%
DADC
227
D.A. Davidson & Co
Montana
$742K +$16.2K +256 +2%
CC
228
Cassaday & Co
Virginia
$691K +$91.2K +2,880 +15%
GP
229
Girard Partners
Pennsylvania
$679K -$383K -6,044 -36%
MWP
230
MYCIO Wealth Partners
Pennsylvania
$674K -$254 -4 -0%
CAL
231
Capital Analysts LLC
Pennsylvania
$656K +$22.8K +360 +4%
MWM
232
Mission Wealth Management
California
$655K +$250K +3,948 +62%
SMFS
233
Squar Milner Financial Services
California
$652K – – –
Two Sigma Investments
234
Two Sigma Investments
New York
$651K -$4.42M -69,790 -87%
LIC
235
Lodestar Investment Counsel
Illinois
$646K – – –
UBS AM
236
UBS AM
Illinois
$642K +$16.3K +258 +3%
AAM
237
Autus Asset Management
Arizona
$619K -$76.2K -1,202 -11%
QCG
238
Quadrant Capital Group
Ohio
$618K – – –
BWA
239
Burt Wealth Advisors
Maryland
$611K – – –
CCP
240
Corient Capital Partners
California
$607K -$27.5K -434 -4%
YWP
241
YorkBridge Wealth Partners
New York
$607K – – –
FA
242
FDx Advisors
Illinois
$603K -$507 -8 -0.1%
VFA
243
Voya Financial Advisors
Connecticut
$595K +$2.4K +38 +0.4%
AFC
244
AFT Forsyth & Company
Florida
$594K – – –
LFG
245
LifePlan Financial Group
Ohio
$591K -$28.7K -452 -5%
SWM
246
SVA Wealth Management
Wisconsin
$588K -$209K -3,300 -26%
MA
247
Mutual Advisors
Nebraska
$584K +$1.14K +18 +0.2%
EIA
248
Eldridge Investment Advisors
New Hampshire
$581K – – –
CM
249
Castleark Management
Illinois
$570K +$241K +3,800 +73%
HCA
250
Harbour Capital Advisors
Virginia
$563K -$33.7K -530 -6%
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