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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

329 hedge funds and large institutions have $4.09B invested in iShares Russell Mid-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+6
Holders Change %
+1.86%
% of All Funds
8.78%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.59%
New
41
Increased
115
Reduced
95
Closed
29
Calls
$2.51M
Puts
$803K
Net Calls
+$1.7M
Net Calls Change
+$333K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$68.2M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$83.8M
3
FMP
3
Financial Management Professionals
Texas
$41.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$91.6M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$34.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$354M
2
MAA
2
Managed Account Advisors
New Jersey
$13.9M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$21.6M
4
Comerica Bank
4
Comerica Bank
Texas
$11.6M
5
CMO
5
Covenant Multifamily Offices
Texas
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
251
Oxbow Advisors
Texas
$215K – – –
Two Sigma Investments
252
Two Sigma Investments
New York
$215K +$215K +4,400 New
SC
253
SouthState Corp
Florida
$212K – – –
CL
254
CIM LLC
New York
$212K +$212K +4,330 New
IWM
255
Integrated Wealth Management
California
$207K +$207K +4,240 New
KIA
256
KCM Investment Advisors
California
$206K +$206K +4,208 New
VAM
257
Verity Asset Management
North Carolina
$202K -$126K -2,574 -38%
BAM
258
Berkshire Asset Management
Pennsylvania
$201K -$200K -4,076 -50%
CBB
259
Citizens Business Bank
California
$201K +$201K +4,096 New
TAM
260
Tocqueville Asset Management
New York
$201K +$201K +4,100 New
PSUF
261
People's United Financial
Connecticut
$196K – – –
BRWM
262
B. Riley Wealth Management
Tennessee
$184K +$147K +3,010 +401%
LWCFA
263
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$166K +$166K +3,400 New
WRM
264
Westport Resources Management
Connecticut
$147K – – –
MFBTD
265
MB Financial Bank - Trust Department
Illinois
$134K -$26.1K -534 -16%
ST
266
Smithfield Trust
Pennsylvania
$131K – – –
SSB
267
Sandy Spring Bank
Maryland
$128K +$29K +590 +29%
RFS
268
Rockefeller Financial Services
New York
$118K – – –
NFG
269
Next Financial Group
Texas
$116K +$23.3K +480 +25%
CAL
270
Capital Advisors Ltd
Ohio
$103K +$8.13K +166 +9%
VIA
271
Vantage Investment Advisors
Pennsylvania
$102K +$79.9K +1,638 +361%
GWM
272
Gupta Wealth Management
California
$100K +$100K +2,048 New
HRIA
273
Haberer Registered Investment Advisor
Ohio
$98K – – –
FFC
274
First Financial Corp
Indiana
$96K – – –
CFA
275
Carroll Financial Associates
North Carolina
$95K +$7.8K +160 +9%
9 10
11
12 13