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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

492 hedge funds and large institutions have $5.64B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 166 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
11.29%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.78%
New
48
Increased
148
Reduced
166
Closed
34
Calls
$16.2M
Puts
$27.3M
Net Calls
-$11.1M
Net Calls Change
-$21.4M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$98.3M
2
Deutsche Bank
Deutsche Bank
Germany
+$67.8M
3
SGAM
Stephens Group Asset Management
Arkansas
+$32.9M
4
TF
TIAA FSB
Florida
+$20.2M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$12.2M

Top Sellers

1
EB
Eastern Bank
Massachusetts
-$25.8M
2
Morgan Stanley
Morgan Stanley
New York
-$25.1M
3
CG
Cutler Group
California
-$15.7M
4
Jane Street
Jane Street
New York
-$14.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
301
Oakworth Capital
Alabama
$351K – – –
RJT
302
Raymond James Trust
Florida
$346K – – –
EWF
303
Epstein & White Financial
California
$344K -$2.02M -33,236 -85%
PFA
304
Pathway Financial Advisors
Vermont
$344K – – –
SCM
305
Sterneck Capital Management
Missouri
$342K -$67.3K -1,094 -16%
PTC
306
Private Trust Company
Ohio
$338K +$338K +5,506 New
MM
307
Meridian Management
Arkansas
$336K – – –
LC
308
LCNB Corp
Ohio
$331K – – –
FT
309
Fiduciary Trust
Massachusetts
$330K – – –
FLA
310
Financial Life Advisors
Texas
$327K -$10.7K -178 -3%
MWAC
311
Mariner Wealth Advisors (Cincinnati)
Ohio
$325K – – –
BWP
312
Baldwin Wealth Partners
Massachusetts
$321K +$3.07K +50 +1%
CM
313
Castleark Management
Illinois
$320K – – –
WAM
314
Wealthspire Advisors (Maryland)
Maryland
$318K +$91.1K +1,482 +40%
RIM
315
Regent Investment Management
Kentucky
$317K – – –
RMDI
316
R.M. Davis Inc
Maine
$316K +$10.8K +176 +4%
VWA
317
V Wealth Advisors
Kansas
$309K +$7.16K +120 +2%
PWM
318
Perigon Wealth Management
California
$299K – – –
WTC
319
WhitTier Trust Company
Nevada
$298K – – –
BTNA
320
Bremer Trust National Association
Minnesota
$296K – – –
CA
321
Commerzbank Aktiengesellschaft
Germany
$296K +$296K +4,816 New
FNBOO
322
First National Bank of Omaha
Nebraska
$294K – – –
SC
323
SouthState Corp
Florida
$291K -$72.8K -1,186 -20%
SWM
324
SeaCrest Wealth Management
New York
$291K +$246 +4 +0.1%
BDF
325
Balasa Dinverno & Foltz
$288K -$62.1K -1,294 -18%
11 12
13
14 15