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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

687 hedge funds and large institutions have $8.21B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+105
Holders Change %
+18.04%
% of All Funds
13.57%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
142
Increased
200
Reduced
174
Closed
27
Calls
$1.18M
Puts
$750K
Net Calls
+$425K
Net Calls Change
+$241K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$122M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$175M
3
FCBT
First Citizens Bank & Trust
North Carolina
$40.5M
4
CAM
Congress Asset Management
Massachusetts
$22.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59M

Top Sellers

1
SGAM
Stephens Group Asset Management
Arkansas
$56.1M
2
Bank of America
Bank of America
North Carolina
$590M
3
M&T Bank
M&T Bank
New York
$0
4
Barclays
Barclays
United Kingdom
$462K
5
AP
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
301
Mission Wealth Management
California
$746K +$153 +2 +0%
FUBT
302
First United Bank & Trust
Maryland
$745K -$13K -170 -2%
BWM
303
BT Wealth Management
Georgia
$740K – – –
PPP
304
Private Portfolio Partners
New Jersey
$736K -$153 -2 -0%
ASN
305
Advisory Services Network
Georgia
$731K +$104K +1,364 +17%
HIA
306
Harbor Investment Advisory
Maryland
$726K +$726K +9,510 New
SCM
307
Smith Capital Management
Arkansas
$725K -$35.3K -462 -5%
LW
308
Linscomb Wealth
Texas
$723K +$121K +1,588 +20%
KPW
309
Kore Private Wealth
New York
$715K – – –
NFG
310
Nations Financial Group
Iowa
$711K -$17.3K -226 -2%
Millennium Management
311
Millennium Management
New York
$710K +$483K +6,328 +213%
Bank of Nova Scotia
312
Bank of Nova Scotia
Ontario, Canada
$690K -$66.8K -878 -9%
CM
313
Castleark Management
Illinois
$687K – – –
FNBT
314
FineMark National Bank & Trust
Florida
$684K -$86K -1,128 -11%
VVP
315
Venture Visionary Partners
Ohio
$657K +$657K +8,612 New
CS
316
Comerica Securities
Michigan
$651K +$210K +2,756 +48%
GT
317
Greenleaf Trust
Michigan
$640K – – –
AI
318
Atria Investments
North Carolina
$640K +$374K +4,906 +141%
GPA
319
Garrison Point Advisors
California
$632K -$31.5K -412 -5%
AP
320
Appleton Partners
Massachusetts
$632K – – –
TNB
321
TCF National Bank
South Dakota
$630K -$111K -1,450 -15%
BWA
322
Burt Wealth Advisors
Maryland
$628K – – –
UAS
323
United Asset Strategies
New York
$626K +$20.3K +266 +3%
PTC
324
Private Trust Company
Ohio
$625K – – –
CAG
325
Csenge Advisory Group
Florida
$622K +$246K +3,222 +65%
11 12
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