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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

509 hedge funds and large institutions have $6.41B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+15
Holders Change %
+3.04%
% of All Funds
11.66%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.6%
New
45
Increased
153
Reduced
167
Closed
28
Calls
$759K
Puts
$393K
Net Calls
+$366K
Net Calls Change
+$1.38M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$356M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$43.7M
3
TF
TIAA FSB
Florida
$830M
4
SGAM
Stephens Group Asset Management
Arkansas
$93.9M
5
HPC
HM Payson & Co
Maine
$16M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$0
2
M&T Bank
M&T Bank
New York
$46.6M
3
TA
Teachers Advisors
New York
$0
4
LFAS
Level Four Advisory Services
Texas
$357K
5
Wells Fargo
Wells Fargo
California
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Mission Wealth Management
California
$701K – – –
RhumbLine Advisers
227
RhumbLine Advisers
Massachusetts
$700K -$1.52M -22,396 -68%
PPA
228
Parametric Portfolio Associates
Washington
$697K +$234K +3,454 +51%
LIC
229
Lodestar Investment Counsel
Illinois
$691K – – –
CWM
230
Cornerstone Wealth Management
Missouri
$671K -$175K -40,042 -21%
CAL
231
Capital Analysts LLC
Pennsylvania
$669K -$33.2K -490 -5%
QCG
232
Quadrant Capital Group
Ohio
$663K – – –
AAM
233
Autus Asset Management
Arizona
$661K -$949 -14 -0.1%
BWA
234
Burt Wealth Advisors
Maryland
$650K -$3.52K -52 -0.5%
CCP
235
Corient Capital Partners
California
$650K – – –
YWP
236
YorkBridge Wealth Partners
New York
$647K +$944 +14 +0.1%
EB
237
Eastern Bank
Massachusetts
$644K -$454K -6,704 -41%
CC
238
Cassaday & Co
Virginia
$642K -$97.6K -2,880 -13%
AFC
239
AFT Forsyth & Company
Florida
$636K – – –
RJT
240
Raymond James Trust
Florida
$631K +$249K +3,676 +65%
GTAM
241
Global Trust Asset Management
Florida
$630K +$630K +9,300 New
UBS AM
242
UBS AM
Illinois
$629K -$57.2K -844 -8%
SWM
243
SVA Wealth Management
Wisconsin
$626K -$2.85K -42 -0.5%
Cetera Investment Advisers
244
Cetera Investment Advisers
Illinois
$625K -$241K -3,544 -28%
LFG
245
LifePlan Financial Group
Ohio
$625K -$6.78K -100 -1%
MA
246
Mutual Advisors
Nebraska
$624K -$1.49K -22 -0.2%
EIA
247
Eldridge Investment Advisors
New Hampshire
$622K – – –
PFS
248
Prospera Financial Services
Texas
$615K -$317K -4,846 -34%
GP
249
Girard Partners
Pennsylvania
$605K -$122K -1,794 -17%
VFA
250
Voya Financial Advisors
Connecticut
$597K -$40.7K -600 -6%
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