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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

347 hedge funds and large institutions have $4.01B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
9.27%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
29
Increased
109
Reduced
114
Closed
33
Calls
$2.93M
Puts
$620K
Net Calls
+$2.31M
Net Calls Change
+$1.75M

Top Buyers

1
S
SignatureFD
Georgia
$71.9M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$170M
3
TCT
TIAA CREF Trust
Missouri
$329M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$211M
5
TA
Teachers Advisors
New York
$63.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$17.5M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$130M
3
Citigroup
Citigroup
New York
$4.92M
4
M&T Bank
M&T Bank
New York
$97.8M
5
JIC
Johnson Investment Counsel
Ohio
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
326
Focused Wealth Management
New York
$19K – – –
BKA
327
Brick & Kyle Associates
Pennsylvania
$19K – – –
FAM
328
Fred Alger Management
New York
$18K +$18K +382 New
MWM
329
MinichMacGregor Wealth Management
New York
$16K – – –
ARMC
330
American Research & Management Company
Massachusetts
$13K – – –
ADL
331
Asset Dedication LLC
California
$12K – – –
TDC
332
Thompson Davis & Co
Virginia
$11K – – –
CYG
333
Clean Yield Group
Vermont
$11K – – –
JIC
334
Joel Isaacson & Co
New York
$9K – – –
HI
335
Hudock Inc
Pennsylvania
$9K – – –
IF
336
Ironwood Financial
Arizona
$9K – – –
AIM
337
Advantage Investment Management
Iowa
$9K +$9K +194 New
DAM
338
Delta Asset Management
Tennessee
$8K – – –
BAM
339
Brave Asset Management
New Jersey
$8K – – –
RCA
340
Rowland Carmichael Advisors
Arizona
$6K -$4.78K -94 -44%
PFG
341
Pacific Financial Group
Washington
$6K +$6K +128 New
GAM
342
Gemmer Asset Management
California
$4K +$83 +2 +2%
CTB
343
Country Trust Bank
Illinois
$3K +$3K +74 New
SIM
344
Sonora Investment Management
Arizona
$2.25K – – –
VNA
345
Valley National Advisers
Pennsylvania
$2K +$2K +48 New
TFA
346
Transamerica Financial Advisors
Florida
$1K -$67.9K -1,086 -99%
RFA
347
Reilly Financial Advisors
California
$1K – – –
Neuberger Berman Group
348
Neuberger Berman Group
New York
– -$12.1M -262,684 Closed
AssetMark Inc
349
AssetMark Inc
California
– -$4M -86,768 Closed
RhumbLine Advisers
350
RhumbLine Advisers
Massachusetts
– -$3.77M -81,700 Closed
12 13
14
15 16