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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

686 hedge funds and large institutions have $8.96B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 184 increasing their positions, 247 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+64
Holders Change %
+10.29%
% of All Funds
14.1%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.95%
New
104
Increased
184
Reduced
247
Closed
35
Calls
$3.46M
Puts
$1.9M
Net Calls
+$1.56M
Net Calls Change
+$1.37M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$82M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$53.7M
3
Barclays
Barclays
United Kingdom
$35.3M
4
AP
Advisors Preferred
Maryland
$35.1M
5
AAP
Arax Advisory Partners
Colorado
$28.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.06B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$2.02M
3
SF
Synovus Financial
Georgia
$119M
4
TF
TIAA FSB
Florida
$1.23B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBIA
251
Dumont & Blake Investment Advisors
New Jersey
$1.33M +$1.33M +16,836 New
Kayne Anderson Rudnick Investment Management
252
Kayne Anderson Rudnick Investment Management
California
$1.32M -$224K -2,828 -14%
AWM
253
Atticus Wealth Management
Florida
$1.31M -$459K -5,808 -26%
A
254
AdvicePeriod
California
$1.31M -$25.3K -320 -2%
Principal Financial Group
255
Principal Financial Group
Iowa
$1.31M +$937K +11,854 +251%
CWM
256
Cordatus Wealth Management
Pennsylvania
$1.31M +$632 +8 +0%
EWM
257
EPG Wealth Management
Georgia
$1.3M -$99.8K -1,262 -7%
BAM
258
Barrett Asset Management
New York
$1.29M – – –
LHC
259
Little House Capital
Massachusetts
$1.29M +$1.29M +16,262 New
SBH
260
Segall Bryant & Hamill
Illinois
$1.28M +$91.1K +1,152 +8%
PGAM
261
Princeton Global Asset Management
New Jersey
$1.28M – – –
EWA
262
ERTS Wealth Advisors
Michigan
$1.27M -$234K -2,960 -16%
CAC
263
Certified Advisory Corp
Florida
$1.26M -$195K -2,466 -13%
OPS
264
Orion Portfolio Solutions
Nebraska
$1.24M +$16.3K +206 +1%
HTC
265
Haverford Trust Company
Pennsylvania
$1.24M -$93.3K -1,180 -7%
MGIA
266
Moneta Group Investment Advisors
Missouri
$1.23M +$99.9K +1,264 +9%
SFG
267
Summit Financial Group
West Virginia
$1.22M – – –
CWM
268
Cranbrook Wealth Management
Michigan
$1.22M – – –
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$1.21M -$1.7M -21,550 -58%
FNBSF
270
First National Bank Sioux Falls
South Dakota
$1.21M – – –
TVAMP
271
Tennessee Valley Asset Management Partners
Tennessee
$1.16M +$232K +2,940 +25%
AA
272
Alesco Advisors
New York
$1.13M – – –
HCP
273
Holt Capital Partners
Texas
$1.12M +$275K +3,480 +32%
BWM
274
Brickley Wealth Management
California
$1.12M -$23.6K -298 -2%
PPWM
275
PFG Private Wealth Management
Florida
$1.11M +$21.2K +268 +2%
9 10
11
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