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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

407 hedge funds and large institutions have $4.36B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+43
Holders Change %
+11.81%
% of All Funds
10.19%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.65%
New
70
Increased
152
Reduced
102
Closed
22
Calls
$4.8M
Puts
$6.41M
Net Calls
-$1.61M
Net Calls Change
+$2.72M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$423M
2
TCT
TIAA CREF Trust
Missouri
$405M
3
Morgan Stanley
Morgan Stanley
New York
$307M
4
Bank of America
Bank of America
North Carolina
$347M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$10.1M

Top Sellers

1
NFG
Noven Financial Group
Colorado
$15M
2
MNA
Manning & Napier Advisors
New York
$14.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$14.2M
4
CS
Credit Suisse
Switzerland
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
251
Ausdal Financial Partners
Iowa
$341K +$682 +14 +0.2%
BA
252
Boston Advisors
Massachusetts
$341K +$79.1K +1,624 +30%
FCFS
253
First Command Financial Services
Texas
$340K +$340K +6,970 New
FCB
254
First Command Bank
Texas
$340K +$340K +6,970 New
SC
255
SouthState Corp
Florida
$335K +$21.9K +450 +7%
SCM
256
Snow Capital Management
Pennsylvania
$333K – – –
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$332K +$202K +4,158 +156%
MCM
258
Manchester Capital Management
Vermont
$330K -$5.83M -119,572 -95%
UBS AM
259
UBS AM
Illinois
$326K – – –
BBHC
260
Brown Brothers Harriman & Co
New York
$326K +$228K +4,668 +231%
Kovitz Investment Group Partners
261
Kovitz Investment Group Partners
Illinois
$321K – – –
MAM
262
Meeder Asset Management
Ohio
$316K +$134K +2,754 +74%
IC
263
Intersect Capital
California
$316K +$316K +6,482 New
ST
264
Sageworth Trust
Pennsylvania
$315K – – –
AIP
265
Ameritas Investment Partners
Nebraska
$315K +$21.4K +440 +7%
SPWA
266
SteelBridge Private Wealth Advisors
Florida
$312K +$1.31K +26 +0.4%
DC
267
Davenport & Co
Virginia
$307K -$6.52K -134 -2%
William Blair Investment Management
268
William Blair Investment Management
Illinois
$300K +$7.7K +158 +3%
BG
269
Bahl & Gaynor
Ohio
$298K – – –
BAC
270
Boys Arnold & Co
North Carolina
$298K – – –
MWM
271
Mission Wealth Management
California
$292K +$292K +6,000 New
AIM
272
Allen Investment Management
New York
$289K – – –
FAAS
273
First Allied Advisory Services
California
$288K +$59.9K +1,228 +26%
BO
274
Bank OZK
Arkansas
$287K +$287K +5,896 New
AWS
275
AJ Wealth Strategies
New York
$285K +$285K +5,852 New
9 10
11
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