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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

492 hedge funds and large institutions have $5.64B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 166 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
11.29%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.78%
New
48
Increased
148
Reduced
166
Closed
34
Calls
$16.2M
Puts
$27.3M
Net Calls
-$11.1M
Net Calls Change
-$21.4M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$98.3M
2
Deutsche Bank
Deutsche Bank
Germany
+$67.8M
3
SGAM
Stephens Group Asset Management
Arkansas
+$32.9M
4
TF
TIAA FSB
Florida
+$20.2M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$12.2M

Top Sellers

1
EB
Eastern Bank
Massachusetts
-$25.8M
2
Morgan Stanley
Morgan Stanley
New York
-$25.1M
3
CG
Cutler Group
California
-$15.7M
4
Jane Street
Jane Street
New York
-$14.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFC
251
AFT Forsyth & Company
Florida
$577K – – –
VFA
252
Voya Financial Advisors
Connecticut
$568K +$13.6K +224 +2%
MA
253
Mutual Advisors
Nebraska
$566K +$147K +2,390 +35%
EIA
254
Eldridge Investment Advisors
New Hampshire
$564K +$24.6K +400 +5%
KCM
255
Kendall Capital Management
Maryland
$560K +$85.6K +1,392 +18%
FTIOP
256
Fiduciary Trust International of Pennsylvania
Pennsylvania
$555K – – –
SFSIG
257
San Francisco Sentry Investment Group
California
$550K – – –
GC
258
Gilbert & Cook
Iowa
$519K -$16.6K -270 -3%
AP
259
Appleton Partners
Massachusetts
$518K -$83K -1,350 -14%
MFW
260
Mosaic Family Wealth
Missouri
$518K -$20K -326 -4%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$516K +$367K +5,974 +247%
CBN
262
Cadence Bank NA
Texas
$515K – – –
JFGIW
263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$511K -$13.9K -226 -3%
Simplex Trading
264
Simplex Trading
Illinois
$502K -$107K -1,742 -18%
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$501K -$83.8K -1,398 -14%
WSFS
266
Wilmington Savings Fund Society
Delaware
$496K -$56.3K -916 -10%
LW
267
Linscomb Wealth
Texas
$495K -$1.23K -20 -0.2%
SFM
268
Signet Financial Management
New Jersey
$493K -$33K -536 -6%
HWA
269
Heritage Wealth Advisors
Virginia
$493K – – –
CCM
270
Cohen Capital Management
California
$490K +$733 +12 +0.1%
1SB
271
1ST Source Bank
Indiana
$489K – – –
OFG
272
Oxford Financial Group
Indiana
$488K – – –
EFS
273
Essex Financial Services
Connecticut
$473K +$473K +7,696 New
FMBTD
274
First Midwest Bank Trust Division
Illinois
$462K +$240K +3,908 +108%
Citadel Advisors
275
Citadel Advisors
Florida
$452K +$452K +7,354 New
9 10
11
12 13