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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

622 hedge funds and large institutions have $6.98B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
-65
Holders Change %
-9.46%
% of All Funds
13.74%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.75%
New
63
Increased
172
Reduced
232
Closed
116
Calls
$8.51M
Puts
$8.31M
Net Calls
+$194K
Net Calls Change
-$231K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$653M
2
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$159M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$98.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$87.5M
5
SF
Synovus Financial
Georgia
$133M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$64.6M
3
CM
Churchill Management
California
$8.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
251
Cranbrook Wealth Management
Michigan
$937K -$30.3K -498 -3%
SFG
252
Summit Financial Group
West Virginia
$937K – – –
FNBSF
253
First National Bank Sioux Falls
South Dakota
$930K – – –
SBH
254
Segall Bryant & Hamill
Illinois
$918K – – –
CPSC
255
Carl P. Sherr & Co
Massachusetts
$918K +$206K +3,386 +29%
BWM
256
Brickley Wealth Management
California
$880K -$26K -428 -3%
MGIA
257
Moneta Group Investment Advisors
Missouri
$872K +$470K +7,724 +117%
AA
258
Alesco Advisors
New York
$869K – – –
PPWM
259
PFG Private Wealth Management
Florida
$840K -$38.6K -634 -4%
Brown Advisory
260
Brown Advisory
Maryland
$836K +$110K +1,806 +15%
SC
261
Steph & Co
Wisconsin
$831K -$33.7K -554 -4%
SAM
262
Silvercrest Asset Management
New York
$808K -$6.81K -112 -0.8%
BCA
263
Berman Capital Advisors
Georgia
$807K -$56.8K -934 -7%
TA
264
Tiedemann Advisors
New York
$799K -$135K -2,222 -14%
FCFS
265
First Command Financial Services
Texas
$799K +$56.6K +930 +8%
FCB
266
First Command Bank
Texas
$799K +$56.6K +930 +8%
WI
267
Wedgewood Investors
Pennsylvania
$792K -$36.5K -600 -4%
BCM
268
BTC Capital Management
Iowa
$787K – – –
MA
269
Mutual Advisors
Nebraska
$786K -$8.75K -144 -1%
KWM
270
Kingsview Wealth Management
Oregon
$777K +$45.2K +744 +6%
MCM
271
Murphy Capital Management
New Jersey
$772K -$65.8K -1,084 -8%
BC
272
Burleson & Co
California
$758K -$18.7K -256 -2%
PJB
273
Paul John Balson
California
$756K +$756K +12,440 New
MWM
274
McNaughton Wealth Management
California
$732K -$572K -9,404 -44%
MPW
275
MA Private Wealth
California
$719K -$40.5K -666 -5%
9 10
11
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