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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

276 hedge funds and large institutions have $2.81B invested in iShares Russell Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
276
Holders Change
+40
Holders Change %
+16.95%
% of All Funds
8.02%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.46%
New
60
Increased
87
Reduced
76
Closed
15
Calls
$1.12M
Puts
$1.11M
Net Calls
+$17K
Net Calls Change
+$612K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$218M
2
SIM
2
Sigma Investment Management
Oregon
$26.9M
3
PWAG
3
Polaris Wealth Advisory Group
California
$49.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$20.6M
5
U
5
UBS
Switzerland
$226M

Top Sellers

1
CB
1
Commerce Bank
Missouri
$53.6M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$30.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$805K
4
Comerica Bank
4
Comerica Bank
Texas
$9.99M
5
Barclays
5
Barclays
United Kingdom
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
251
Flow Traders U.S.
New York
$40K 469 +469 New
Brown Advisory
252
Brown Advisory
Maryland
$37K 439 – –
DAM
253
Delta Asset Management
Tennessee
$29K 340 – –
WA
254
Waverly Advisors
Alabama
$27K 320 – –
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$27K 325 – –
TFO
256
Tarbox Family Office
California
$27K 320 +320 New
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$25.3K 300 +300 New
WA
258
Winfield Associates
Ohio
$25K 300 +300 New
WF
259
WealthTrust Fairport
Ohio
$24K 285 – –
WCM
260
Windsor Capital Management
Arizona
$20K 232 -129 -36%
CHC
261
City Holding Co
West Virginia
$19K 230 +230 New
WEC
262
Winslow Evans & Crocker
Massachusetts
$18K 210 +210 New
FWM
263
Focused Wealth Management
New York
$17K 203 -203 -50%
OIA
264
Optimum Investment Advisors
Illinois
$15K 174 – –
FA
265
Financial Advantage
Maryland
$15K 179 +179 New
ARMC
266
American Research & Management Company
Massachusetts
$12K 142 – –
S
267
SignatureFD
Georgia
$10K 120 – –
BAM
268
Brave Asset Management
New Jersey
$8K 90 +90 New
VIA
269
Vantage Investment Advisors
Pennsylvania
$8K 99 +99 New
TDC
270
Thompson Davis & Co
Virginia
$7K 81 +81 New
RFA
271
Reilly Financial Advisors
California
$6K 75 – –
PFG
272
Pacific Financial Group
Washington
$5K 64 – –
PAS
273
Partnervest Advisory Services
California
$4K 50 – –
FNBSF
274
First National Bank Sioux Falls
South Dakota
$2K 19 – –
CFA
275
Camarda Financial Advisors
Florida
$2K 28 +28 New
8 9 10
11
12