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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

687 hedge funds and large institutions have $8.21B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+105
Holders Change %
+18.04%
% of All Funds
13.57%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
142
Increased
200
Reduced
174
Closed
27
Calls
$1.18M
Puts
$750K
Net Calls
+$425K
Net Calls Change
+$241K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$122M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$175M
3
FCBT
First Citizens Bank & Trust
North Carolina
$40.5M
4
CAM
Congress Asset Management
Massachusetts
$22.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59M

Top Sellers

1
SGAM
Stephens Group Asset Management
Arkansas
$56.1M
2
Bank of America
Bank of America
North Carolina
$590M
3
M&T Bank
M&T Bank
New York
$0
4
Barclays
Barclays
United Kingdom
$462K
5
AP
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
226
BBVA USA Bancshares
Texas
$1.44M -$370K -4,850 -20%
Prudential Financial
227
Prudential Financial
New Jersey
$1.44M +$144K +1,892 +11%
MCM
228
MAI Capital Management
Ohio
$1.43M +$153 +2 +0%
A
229
AdvicePeriod
California
$1.41M -$24K -314 -2%
Janus Henderson Group
230
Janus Henderson Group
United Kingdom
$1.39M +$1.39M +18,278 New
TW
231
Transform Wealth
Colorado
$1.39M -$320K -4,200 -19%
CA
232
Clearstead Advisors
Ohio
$1.39M – – –
PCG
233
Private Capital Group
Connecticut
$1.38M -$221K -2,904 -14%
WT
234
Whittier Trust
California
$1.34M – – –
TRCT
235
Tower Research Capital (TRC)
New York
$1.33M -$971K -12,724 -42%
BP
236
Broadleaf Partners
Ohio
$1.32M +$12.4K +162 +0.9%
RT
237
Rockland Trust
Massachusetts
$1.31M +$147K +1,930 +13%
HTC
238
Haverford Trust Company
Pennsylvania
$1.31M +$381K +4,986 +41%
CWM
239
Cordatus Wealth Management
Pennsylvania
$1.3M -$32.5K -426 -2%
AAS
240
Avantax Advisory Services
Texas
$1.29M +$1.29M +16,920 New
Kayne Anderson Rudnick Investment Management
241
Kayne Anderson Rudnick Investment Management
California
$1.25M -$374K -4,902 -23%
FCI
242
Financial Counselors Inc
Kansas
$1.23M +$85.3K +1,118 +7%
CWM
243
Cranbrook Wealth Management
Michigan
$1.21M -$1.22K -16 -0.1%
OAM
244
Oppenheimer Asset Management
New York
$1.19M +$272K +3,558 +30%
SFG
245
Summit Financial Group
West Virginia
$1.18M – – –
TA
246
Tiedemann Advisors
New York
$1.17M -$47.9K -628 -4%
FNBSF
247
First National Bank Sioux Falls
South Dakota
$1.17M -$3.81K -50 -0.3%
FIM
248
Freedom Investment Management
Connecticut
$1.16M -$42K -550 -4%
SBH
249
Segall Bryant & Hamill
Illinois
$1.15M – – –
BWM
250
Brickley Wealth Management
California
$1.14M – – –
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