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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 %
AEPG
326
American Economic Planning Group
New Jersey
$287K – – –
OC
327
Oarsman Capital
Wisconsin
$284K -$22.4K -364 -7%
PA
328
Parallel Advisors
California
$280K – – –
RIS
329
Retirement Income Solutions
Michigan
$280K +$18.8K +306 +7%
IWC
330
Integrated Wealth Concepts
Massachusetts
$279K -$3.48K -58 -1%
NEPWA
331
New England Private Wealth Advisors
Massachusetts
$278K +$491 +8 +0.2%
AIA
332
Armor Investment Advisors
North Carolina
$277K – – –
BBHC
333
Brown Brothers Harriman & Co
New York
$276K -$49.2K -800 -15%
AWA
334
Arete Wealth Advisors
Illinois
$273K -$8.22K -134 -3%
CCM
335
Coldstream Capital Management
Washington
$265K – – –
GIM
336
Goelzer Investment Management
Indiana
$265K +$9.84K +160 +4%
UWPG
337
Ullmann Wealth Partners Group
Florida
$256K -$15.9K -266 -6%
BCM
338
Bourgeon Capital Management
Connecticut
$253K – – –
BAM
339
Berkshire Asset Management
Pennsylvania
$253K +$7.13K +116 +3%
OAM
340
Oppenheimer Asset Management
New York
$252K -$14.4K -234 -5%
HA
341
Harborview Advisors
Maine
$248K -$18.4K -300 -7%
CWS
342
Cypress Wealth Services
California
$247K – – –
CCMG
343
Clark Capital Management Group
Pennsylvania
$246K -$20.9K -340 -8%
FHA
344
Flagship Harbor Advisors
Massachusetts
$245K +$13.9K +232 +6%
OA
345
Oxbow Advisors
Texas
$243K – – –
BFS
346
Bradley Foster & Sargent
Connecticut
$243K +$243K +3,958 New
HSA
347
HBK Sorce Advisory
Pennsylvania
$241K – – –
MC
348
Middleton & Co
Massachusetts
$240K -$36.9K -600 -13%
SCA
349
Sage Capital Advisors
South Dakota
$229K – – –
PMFA
350
Plante Moran Financial Advisors
Michigan
$228K +$13.4K +218 +6%
12 13
14
15 16