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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

407 hedge funds and large institutions have $4.36B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+43
Holders Change %
+11.81%
% of All Funds
10.19%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.65%
New
70
Increased
152
Reduced
102
Closed
22
Calls
$4.8M
Puts
$6.41M
Net Calls
-$1.61M
Net Calls Change
+$2.72M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$423M
2
TCT
TIAA CREF Trust
Missouri
$405M
3
Morgan Stanley
Morgan Stanley
New York
$307M
4
Bank of America
Bank of America
North Carolina
$347M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$10.1M

Top Sellers

1
NFG
Noven Financial Group
Colorado
$15M
2
MNA
Manning & Napier Advisors
New York
$14.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$14.2M
4
CS
Credit Suisse
Switzerland
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
276
Alambic Investment Management
California
$282K +$282K +5,800 New
OC
277
Oakworth Capital
Alabama
$280K +$80.2K +1,650 +40%
DW
278
Domani Wealth
Pennsylvania
$279K -$51.8K -1,062 -16%
MHS
279
M Holdings Securities
Oregon
$274K -$58.5K -1,202 -18%
WCM
280
Washington Capital Management
Washington
$272K – – –
ORI
281
Oak Ridge Investments
Illinois
$272K +$70.8K +1,452 +35%
NEPWA
282
New England Private Wealth Advisors
Massachusetts
$270K -$20.6K -422 -7%
SCM
283
SOL Capital Management
Maryland
$261K – – –
FT
284
Fiduciary Trust
Massachusetts
$261K +$7.59K +156 +3%
OC
285
Oarsman Capital
Wisconsin
$260K -$6.63K -136 -2%
HFA
286
High Falls Advisors
New York
$256K +$389 +8 +0.2%
CM
287
Castleark Management
Illinois
$253K – – –
PWM
288
Perigon Wealth Management
California
$253K +$253K +4,860 New
BWP
289
Baldwin Wealth Partners
Massachusetts
$252K – – –
CT
290
Cambridge Trust
Massachusetts
$252K – – –
RIM
291
Regent Investment Management
Kentucky
$251K – – –
GIM
292
Goelzer Investment Management
Indiana
$250K -$49.7K -1,020 -17%
SQA
293
Simon Quick Advisors
New Jersey
$244K +$244K +5,006 New
LC
294
LCNB Corp
Ohio
$239K +$239K +4,900 New
WTC
295
WhitTier Trust Company
Nevada
$237K +$10.1K +206 +4%
DIA
296
Dana Investment Advisors
Wisconsin
$237K +$237K +4,858 New
BTNA
297
Bremer Trust National Association
Minnesota
$235K +$235K +4,810 New
HSA
298
HBK Sorce Advisory
Pennsylvania
$233K +$97 +2 +0%
SGCA
299
Steel Grove Capital Advisors
Tennessee
$228K -$42K -864 -16%
AEPG
300
American Economic Planning Group
New Jersey
$224K – – –
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