IWP icon

iShares Russell Mid-Cap Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IPC
301
Independent Portfolio Consultants
Florida
$63K -$157K -3,396 -71%
RC
302
Rinet Company
Massachusetts
$60K -$75.2K -1,634 -56%
EFSCE
303
Enterprise Financial Services Corp (EFSC)
Missouri
$59K
CFA
304
CT Financial Advisors
Pennsylvania
$57.1K +$184 +4 +0.3%
EWM
305
Evercore Wealth Management
New York
$55K
LWM
306
LBA Wealth Management
Florida
$53K
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$52K -$11.8K -258 -19%
TFA
308
Transamerica Financial Advisors
Florida
$51K +$278 +6 +0.5%
VIA
309
Vantage Investment Advisors
Pennsylvania
$49K +$186 +4 +0.4%
WA
310
Winfield Associates
Ohio
$46K
WTB
311
Washington Trust Bank
Washington
$44K -$95K -2,052 -68%
WAM
312
Wealthspire Advisors (Maryland)
Maryland
$43K
SNT
313
Security National Trust
West Virginia
$42K
FNBSF
314
First National Bank Sioux Falls
South Dakota
$38K
AOWM
315
Alpha Omega Wealth Management
Virginia
$37K
FPTW
316
Franklin, Parlapiano, Turner & Welch
Texas
$33K
TCOV
317
Trust Company of Vermont
Vermont
$31K
JSAM
318
J. Safra Asset Management
New York
$28K
FANJ
319
Financial Architects (New Jersey)
New Jersey
$28K +$28K +600 New
SWA
320
Sutton Wealth Advisors
Florida
$25.3K +$25.3K +548 New
CP
321
Corbenic Partners
Pennsylvania
$24K
CHC
322
City Holding Co
West Virginia
$21K
WEC
323
Winslow Evans & Crocker
Massachusetts
$19.4K
FWM
324
Focused Wealth Management
New York
$19K -$1.84K -40 -9%
SEI Investments
325
SEI Investments
Pennsylvania
$18K -$1.44K -32 -7%