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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

509 hedge funds and large institutions have $6.41B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+15
Holders Change %
+3.04%
% of All Funds
11.66%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.6%
New
45
Increased
153
Reduced
167
Closed
28
Calls
$759K
Puts
$393K
Net Calls
+$366K
Net Calls Change
+$1.38M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$356M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$43.7M
3
TF
TIAA FSB
Florida
$830M
4
SGAM
Stephens Group Asset Management
Arkansas
$93.9M
5
HPC
HM Payson & Co
Maine
$16M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$0
2
M&T Bank
M&T Bank
New York
$46.6M
3
TA
Teachers Advisors
New York
$0
4
LFAS
Level Four Advisory Services
Texas
$357K
5
Wells Fargo
Wells Fargo
California
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
326
Smithfield Trust
Pennsylvania
$300K +$51.4K +758 +21%
SWM
327
SeaCrest Wealth Management
New York
$294K -$27K -398 -8%
BL
328
Balentine LLC
Georgia
$294K – – –
UWPG
329
Ullmann Wealth Partners Group
Florida
$290K – – –
GIM
330
Goelzer Investment Management
Indiana
$284K -$4.21K -62 -1%
AWS
331
AJ Wealth Strategies
New York
$281K – – –
BCM
332
Bourgeon Capital Management
Connecticut
$278K – – –
MC
333
Middleton & Co
Massachusetts
$278K +$13.6K +200 +5%
CS
334
Comerica Securities
Michigan
$277K +$43K +632 +18%
GRP
335
Global Retirement Partners
California
$273K +$4.61K +68 +2%
CWS
336
Cypress Wealth Services
California
$272K – – –
CCM
337
Coldstream Capital Management
Washington
$271K -$21.1K -312 -7%
OA
338
Oxbow Advisors
Texas
$268K – – –
CCT
339
Country Club Trust
Missouri
$266K +$40.6K +600 +18%
NAP
340
New Amsterdam Partners
New York
$262K +$262K +3,870 New
UCMOK
341
United Capital Management of KS
Kansas
$259K +$259K +3,822 New
HSA
342
HBK Sorce Advisory
Pennsylvania
$255K -$11.9K -176 -4%
SCA
343
Sage Capital Advisors
South Dakota
$253K – – –
BBHC
344
Brown Brothers Harriman & Co
New York
$250K -$54.3K -800 -18%
CCMG
345
Clark Capital Management Group
Pennsylvania
$250K – – –
CT
346
Cambridge Trust
Massachusetts
$249K – – –
RCAG
347
Rehmann Capital Advisory Group
Michigan
$249K -$10.9K -160 -4%
WSTAM
348
Wilbanks Smith & Thomas Asset Management
Virginia
$248K – – –
MOS
349
MGO One Seven
Ohio
$247K +$247K +3,650 New
HCM
350
Hollencrest Capital Management
California
$244K -$136 -2 -0.1%
12 13
14
15 16