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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

274 hedge funds and large institutions have $2.83B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 25 closing their positions.

Holders
274
Holders Change
-10
Holders Change %
-3.52%
% of All Funds
7.88%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.4%
New
17
Increased
88
Reduced
92
Closed
25
Calls
$2.2M
Puts
$269K
Net Calls
+$1.93M
Net Calls Change
-$392K

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$82.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$43M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$123M
4
WT
4
Wilmington Trust
Delaware
$57.9M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$114M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PWAG
2
Polaris Wealth Advisory Group
California
$21.6M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$552K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$168M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$40.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
251
Winfield Associates
Ohio
$26K 300 – –
DAM
252
Delta Asset Management
Tennessee
$26K 290 – –
CHC
253
City Holding Co
West Virginia
$20K 230 – –
VIA
254
Vantage Investment Advisors
Pennsylvania
$20K 227 +227 New
WEC
255
Winslow Evans & Crocker
Massachusetts
$18.8K 210 – –
FWM
256
Focused Wealth Management
New York
$18K 204 – –
SJIM
257
St. Johns Investment Management
Florida
$18K 200 – –
FCCM
258
First City Capital Management
Georgia
$14K 156 – –
ARMC
259
American Research & Management Company
Massachusetts
$13K 142 – –
HR
260
Howe & Rusling
New York
$13K 140 +140 New
S
261
SignatureFD
Georgia
$11K 120 – –
TCOV
262
Trust Company of Vermont
Vermont
$9K 100 – –
MAM
263
Meeder Asset Management
Ohio
$9K 97 – –
PAS
264
Partnervest Advisory Services
California
$9K 100 – –
BAM
265
Brave Asset Management
New Jersey
$8K 90 – –
BRWM
266
B. Riley Wealth Management
Tennessee
$7K 89 -386 -81%
WTB
267
Washington Trust Bank
Washington
$7K 81 -253 -76%
TDC
268
Thompson Davis & Co
Virginia
$7K 81 – –
EWM
269
Elite Wealth Management
Washington
$6K 66 -185 -74%
PFG
270
Pacific Financial Group
Washington
$6K 64 – –
GAM
271
Gemmer Asset Management
California
$4K 46 -174 -79%
CFA
272
Camarda Financial Advisors
Florida
$3K 28 – –
FNBSF
273
First National Bank Sioux Falls
South Dakota
$2K 19 – –
TIM
274
Tortoise Investment Management
New York
$1K 9 +9 New
MAS
275
Madden Advisory Services
Florida
$1K 16 +16 New
8 9 10
11
12