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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

687 hedge funds and large institutions have $8.21B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+105
Holders Change %
+18.04%
% of All Funds
13.57%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
142
Increased
200
Reduced
174
Closed
27
Calls
$1.18M
Puts
$750K
Net Calls
+$425K
Net Calls Change
+$241K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$122M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$175M
3
FCBT
First Citizens Bank & Trust
North Carolina
$40.5M
4
CAM
Congress Asset Management
Massachusetts
$22.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59M

Top Sellers

1
SGAM
Stephens Group Asset Management
Arkansas
$56.1M
2
Bank of America
Bank of America
North Carolina
$590M
3
M&T Bank
M&T Bank
New York
$0
4
Barclays
Barclays
United Kingdom
$462K
5
AP
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
251
PFG Private Wealth Management
Florida
$1.1M +$1.1M +14,444 New
LB
252
Legacy Bridge
Iowa
$1.1M – – –
AA
253
Alesco Advisors
New York
$1.09M – – –
SC
254
Steph & Co
Wisconsin
$1.09M +$1.09M +14,230 New
FWP
255
FAS Wealth Partners
Kansas
$1.09M -$49.6K -650 -4%
BCA
256
Berman Capital Advisors
Georgia
$1.08M +$1.98K +26 +0.2%
CFGS
257
Concourse Financial Group Securities
Alabama
$1.06M +$584K +7,660 +123%
MCM
258
Murphy Capital Management
New Jersey
$1.05M -$1.98K -26 -0.2%
WI
259
Wedgewood Investors
Pennsylvania
$1.04M – – –
OPS
260
Orion Portfolio Solutions
Nebraska
$1.03M +$1.03M +13,524 New
GVAG
261
Great Valley Advisor Group
Delaware
$1.03M -$355K -4,658 -26%
SAM
262
Silvercrest Asset Management
New York
$1.02M – – –
CAC
263
Certified Advisory Corp
Florida
$1.02M +$187K +2,454 +23%
MA
264
Mutual Advisors
Nebraska
$997K -$50.5K -662 -5%
BCM
265
BTC Capital Management
Iowa
$988K – – –
PWMG
266
Prestige Wealth Management Group
New Jersey
$957K -$3.51K -46 -0.4%
MPW
267
MA Private Wealth
California
$953K -$255K -3,344 -21%
BWA
268
BlueSky Wealth Advisors
North Carolina
$938K – – –
FCB
269
First Command Bank
Texas
$931K +$354K +4,638 +61%
FCFS
270
First Command Financial Services
Texas
$931K +$354K +4,638 +61%
KWM
271
Kingsview Wealth Management
Oregon
$918K +$90.6K +1,188 +11%
Brown Advisory
272
Brown Advisory
Maryland
$911K -$247K -3,236 -21%
RJT
273
Raymond James Trust
Florida
$898K -$187K -2,456 -17%
CPSC
274
Carl P. Sherr & Co
Massachusetts
$894K +$894K +11,714 New
TVAMP
275
Tennessee Valley Asset Management Partners
Tennessee
$881K -$97.7K -1,280 -10%
9 10
11
12 13