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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 %
MC
301
Middleton & Co
Massachusetts
$219K – – –
AIA
302
Armor Investment Advisors
North Carolina
$219K +$219K +4,500 New
FTIOP
303
Fiduciary Trust International of Pennsylvania
Pennsylvania
$218K – – –
WSTAM
304
Wilbanks Smith & Thomas Asset Management
Virginia
$216K +$216K +4,446 New
OA
305
Oxbow Advisors
Texas
$213K – – –
CCM
306
Coldstream Capital Management
Washington
$213K +$213K +4,368 New
RMDI
307
R.M. Davis Inc
Maine
$211K +$211K +4,340 New
SIC
308
Sigma Investment Counselors
Michigan
$207K +$207K +4,256 New
IWM
309
Integrated Wealth Management
California
$201K – – –
CWM
310
Confluence Wealth Management
Oregon
$200K -$12K -246 -6%
KIA
311
KCM Investment Advisors
California
$200K -$972 -20 -0.5%
SIMG
312
Stephens Investment Management Group
Texas
$198K +$198K +4,066 New
Federated Hermes
313
Federated Hermes
Pennsylvania
$190K +$190K +3,906 New
AIG
314
American International Group
New York
$175K -$763K -15,692 -81%
PMFA
315
Plante Moran Financial Advisors
Michigan
$167K +$2.34K +48 +1%
KKAMG
316
Kernodle & Katon Asset Management Group
Arkansas
$166K -$97.8K -2,004 -37%
BCI
317
Brinker Capital Investments
Pennsylvania
$156K -$63.7K -1,308 -29%
CFA
318
Carroll Financial Associates
North Carolina
$156K +$11.7K +240 +8%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$148K -$2.33K -48 -2%
OFW
320
Omnia Family Wealth
Florida
$133K +$133K +2,730 New
ST
321
Smithfield Trust
Pennsylvania
$131K – – –
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$128K +$128K +2,632 New
FFC
323
First Financial Corp
Indiana
$125K -$977 -20 -0.8%
BP
324
Ballentine Partners
Massachusetts
$125K – – –
IWM
325
IHT Wealth Management
Illinois
$123K +$123K +2,500 New
11 12
13
14 15