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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

425 hedge funds and large institutions have $5.02B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 144 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+16
Holders Change %
+3.91%
% of All Funds
10.61%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.6%
New
44
Increased
127
Reduced
144
Closed
26
Calls
$43.1M
Puts
$28M
Net Calls
+$15.1M
Net Calls Change
+$11.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$482M
2
LFAS
2
Level Four Advisory Services
Texas
$30.4M
3
TF
3
TIAA FSB
Florida
$557M
4
Goldman Sachs
4
Goldman Sachs
New York
$71.4M
5
CS
5
Credit Suisse
Switzerland
$14.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.9M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$48.2M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$15.3M
5
LPL Financial
5
LPL Financial
California
$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
301
Oppenheimer Asset Management
New York
$246K -$45.6K -804 -16%
CCM
302
Coldstream Capital Management
Washington
$244K – – –
GIM
303
Goelzer Investment Management
Indiana
$241K -$56.3K -994 -19%
KIA
304
KCM Investment Advisors
California
$239K – – –
GC
305
Gratus Capital
Georgia
$237K – – –
BCM
306
Bourgeon Capital Management
Connecticut
$232K +$232K +4,108 New
BAM
307
Berkshire Asset Management
Pennsylvania
$230K +$3.51K +62 +2%
CT
308
Cambridge Trust
Massachusetts
$228K – – –
OA
309
Oxbow Advisors
Texas
$224K -$23.9K -422 -10%
LI
310
LVZ Inc
Michigan
$223K +$7.12K +126 +3%
FHA
311
Flagship Harbor Advisors
Massachusetts
$221K -$25.8K -450 -10%
PA
312
Pinnacle Associates
New York
$218K – – –
OFG
313
Oxford Financial Group
Indiana
$218K +$218K +3,854 New
SCA
314
Sage Capital Advisors
South Dakota
$211K – – –
AFP
315
Ausdal Financial Partners
Iowa
$207K -$224K -3,968 -52%
BDF
316
Balasa Dinverno & Foltz
$204K +$204K +4,314 New
HCM
317
Hollencrest Capital Management
California
$203K +$203K +3,598 New
AWA
318
Arete Wealth Advisors
Illinois
$202K +$202K +3,562 New
HFA
319
High Falls Advisors
New York
$201K +$201K +3,554 New
PMFA
320
Plante Moran Financial Advisors
Michigan
$198K -$3.28K -58 -2%
BP
321
Ballentine Partners
Massachusetts
$189K – – –
Simplex Trading
322
Simplex Trading
Illinois
$183K -$26.1K -462 -12%
IWM
323
IHT Wealth Management
Illinois
$178K -$3.5M -60,968 -95%
CFA
324
Carroll Financial Associates
North Carolina
$173K -$10.3K -180 -6%
AFNAS
325
American Financial Network Advisory Services
California
$164K +$164K +2,892 New
11 12
13
14 15