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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

355 hedge funds and large institutions have $4.02B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 105 increasing their positions, 131 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-15
Holders Change %
-4.05%
% of All Funds
9.47%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.59%
New
36
Increased
105
Reduced
131
Closed
46
Calls
$934K
Puts
$378K
Net Calls
+$556K
Net Calls Change
-$944K

Top Buyers

1
TCT
TIAA CREF Trust
Missouri
$307M
2
SI
Stephens Inc
Arkansas
$75.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$35.2M
4
NFG
Noven Financial Group
Colorado
$14.8M
5
CS
Credit Suisse
Switzerland
$14.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$335M
2
Morgan Stanley
Morgan Stanley
New York
$253M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$79.2M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$72.5M
5
UBS Group
UBS Group
Switzerland
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
276
Telemus Capital
Michigan
$209K +$209K +4,538 New
IH
277
IFC Holdings
Florida
$208K +$208K +4,474 New
PCM
278
Parsons Capital Management
Rhode Island
$203K – – –
OA
279
Oxbow Advisors
Texas
$202K – – –
IWM
280
Integrated Wealth Management
California
$190K – – –
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$188K +$8.5K +184 +5%
PMFA
282
Plante Moran Financial Advisors
Michigan
$170K -$115K -2,486 -40%
WRM
283
Westport Resources Management
Connecticut
$138K – – –
GWM
284
Gupta Wealth Management
California
$136K – – –
MAM
285
Meeder Asset Management
Ohio
$132K +$21.3K +464 +19%
ST
286
Smithfield Trust
Pennsylvania
$124K – – –
RFS
287
Rockefeller Financial Services
New York
$111K – – –
HRC
288
Hoertkorn Richard Charles
$104K – – –
CAL
289
Capital Advisors Ltd
Ohio
$97K – – –
CFA
290
Carroll Financial Associates
North Carolina
$95K -$736 -16 -0.8%
BBHC
291
Brown Brothers Harriman & Co
New York
$93K -$189K -4,116 -67%
NFG
292
Next Financial Group
Texas
$93K +$9.18K +200 +11%
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$83.2K – – –
DSC
294
Duncker Streett & Co
Missouri
$82K – – –
PO
295
Private Ocean
California
$81K – – –
MFBTD
296
MB Financial Bank - Trust Department
Illinois
$81K +$1.1K +24 +1%
BlackRock
297
BlackRock
New York
$78K +$1.11K +24 +1%
PFBT
298
Parkside Financial Bank & Trust
Missouri
$75K -$55.6K -1,200 -43%
KPCM
299
Kings Point Capital Management
New York
$73K – – –
FFC
300
First Financial Corp
Indiana
$71K -$18.4K -400 -21%
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