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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

480 hedge funds and large institutions have $5.42B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+55
Holders Change %
+12.94%
% of All Funds
10.9%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.61%
New
92
Increased
135
Reduced
131
Closed
35
Calls
$47.1M
Puts
$36.8M
Net Calls
+$10.3M
Net Calls Change
-$4.76M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$30.3M
2
Bank of America
Bank of America
North Carolina
$465M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$21.1M
4
Jane Street
Jane Street
New York
$17M
5
CG
Cutler Group
California
$16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$422M
2
SI
Stephens Inc
Arkansas
$51.3M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$120M
4
Goldman Sachs
Goldman Sachs
New York
$61.5M
5
CS
Credit Suisse
Switzerland
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOO
326
First National Bank of Omaha
Nebraska
$288K +$288K +4,780 New
SWM
327
SeaCrest Wealth Management
New York
$285K +$285K +4,726 New
AWA
328
Arete Wealth Advisors
Illinois
$276K +$61.4K +1,020 +29%
PA
329
Parallel Advisors
California
$275K -$24.2K -400 -8%
UWPG
330
Ullmann Wealth Partners Group
Florida
$274K -$106K -1,766 -28%
NEPWA
331
New England Private Wealth Advisors
Massachusetts
$273K -$36.2K -600 -12%
MC
332
Middleton & Co
Massachusetts
$271K – – –
AIA
333
Armor Investment Advisors
North Carolina
$271K – – –
AEPG
334
American Economic Planning Group
New Jersey
$269K – – –
SEI Investments
335
SEI Investments
Pennsylvania
$269K +$171K +2,834 +174%
CCMG
336
Clark Capital Management Group
Pennsylvania
$262K +$262K +4,336 New
HA
337
Harborview Advisors
Maine
$262K +$262K +4,338 New
CCM
338
Coldstream Capital Management
Washington
$260K – – –
RIS
339
Retirement Income Solutions
Michigan
$256K +$256K +4,250 New
BP
340
Ballentine Partners
Massachusetts
$253K +$51.6K +856 +26%
GIM
341
Goelzer Investment Management
Indiana
$250K -$6.63K -110 -3%
BCM
342
Bourgeon Capital Management
Connecticut
$248K – – –
OAM
343
Oppenheimer Asset Management
New York
$246K – – –
CT
344
Cambridge Trust
Massachusetts
$243K – – –
CWS
345
Cypress Wealth Services
California
$242K +$242K +4,010 New
BAM
346
Berkshire Asset Management
Pennsylvania
$241K -$3.74K -62 -2%
FHA
347
Flagship Harbor Advisors
Massachusetts
$240K – – –
OA
348
Oxbow Advisors
Texas
$239K – – –
HSA
349
HBK Sorce Advisory
Pennsylvania
$237K -$51.8K -858 -18%
MOS
350
MGO One Seven
Ohio
$236K +$236K +3,906 New
12 13
14
15 16