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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

622 hedge funds and large institutions have $6.98B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
-65
Holders Change %
-9.46%
% of All Funds
13.74%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.75%
New
63
Increased
172
Reduced
232
Closed
116
Calls
$8.51M
Puts
$8.31M
Net Calls
+$194K
Net Calls Change
-$231K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$653M
2
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$159M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$98.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$87.5M
5
SF
Synovus Financial
Georgia
$133M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$64.6M
3
CM
Churchill Management
California
$8.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
301
Global Trust Asset Management
Florida
$614K -$23.9K -386 -4%
QCG
302
Quadrant Capital Group
Ohio
$608K – – –
NAM
303
NTV Asset Management
West Virginia
$606K +$360K +5,918 +146%
RMCM
304
Reynders McVeigh Capital Management
Massachusetts
$599K – – –
FUBT
305
First United Bank & Trust
Maryland
$592K -$1.83K -30 -0.3%
AFC
306
AFT Forsyth & Company
Florida
$592K -$61.6K -1,014 -9%
EIA
307
Eldridge Investment Advisors
New Hampshire
$588K -$9.11K -150 -2%
PPP
308
Private Portfolio Partners
New Jersey
$588K +$1.58K +26 +0.3%
Franklin Resources
309
Franklin Resources
California
$582K -$98.3K -1,616 -14%
MWM
310
Mission Wealth Management
California
$581K -$13.4K -220 -2%
SCM
311
Smith Capital Management
Arkansas
$578K – – –
BP
312
BBR Partners
New York
$574K +$574K +9,446 New
KPW
313
Kore Private Wealth
New York
$570K – – –
TNB
314
TCF National Bank
South Dakota
$567K +$64.8K +1,066 +13%
WA
315
Waverly Advisors
Alabama
$559K -$1.1M -18,132 -66%
AF
316
Allworth Financial
California
$554K +$554K +9,110 New
CS
317
Comerica Securities
Michigan
$553K +$33.8K +556 +7%
FTIOP
318
Fiduciary Trust International of Pennsylvania
Pennsylvania
$546K +$546K +8,978 New
FNBT
319
FineMark National Bank & Trust
Florida
$532K -$13.4K -220 -2%
VVP
320
Venture Visionary Partners
Ohio
$519K -$4.13K -68 -0.8%
LC
321
LCNB Corp
Ohio
$517K +$44K +724 +9%
CAL
322
Capital Analysts LLC
Pennsylvania
$516K -$89.4K -1,470 -15%
WTB
323
Washington Trust Bank
Washington
$516K +$516K +8,478 New
PWMG
324
Prestige Wealth Management Group
New Jersey
$513K -$251K -4,122 -33%
GT
325
Greenleaf Trust
Michigan
$510K – – –
11 12
13
14 15