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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

687 hedge funds and large institutions have $8.21B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+105
Holders Change %
+18.04%
% of All Funds
13.57%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
142
Increased
200
Reduced
174
Closed
27
Calls
$1.18M
Puts
$750K
Net Calls
+$425K
Net Calls Change
+$241K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$122M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$175M
3
FCBT
First Citizens Bank & Trust
North Carolina
$40.5M
4
CAM
Congress Asset Management
Massachusetts
$22.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59M

Top Sellers

1
SGAM
Stephens Group Asset Management
Arkansas
$56.1M
2
Bank of America
Bank of America
North Carolina
$590M
3
M&T Bank
M&T Bank
New York
$0
4
Barclays
Barclays
United Kingdom
$462K
5
AP
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
326
Capital Square
Tennessee
$614K +$614K +8,052 New
APP
327
Avantax Planning Partners
Iowa
$613K -$4.88K -64 -0.8%
W
328
WealthOne
New York
$613K +$368K +4,828 +150%
HCA
329
Harbour Capital Advisors
Virginia
$605K – – –
CWM
330
Cahaba Wealth Management
Georgia
$605K +$762 +10 +0.1%
TWP
331
Total Wealth Planning
Ohio
$603K -$3.51K -46 -0.6%
FAIM
332
Financial Advocates Investment Management
Washington
$602K +$1.37K +18 +0.2%
1SB
333
1ST Source Bank
Indiana
$600K – – –
SWM
334
SeaCrest Wealth Management
New York
$598K -$2.29K -30 -0.4%
LC
335
LCNB Corp
Ohio
$594K – – –
S
336
SignatureFD
Georgia
$594K +$70.8K +928 +14%
Citadel Advisors
337
Citadel Advisors
Florida
$592K +$592K +7,762 New
VFA
338
Voya Financial Advisors
Connecticut
$584K +$34.7K +456 +6%
GC
339
Gilbert & Cook
Iowa
$581K -$15.3K -200 -3%
CCM
340
Cohen Capital Management
California
$581K +$611 +8 +0.1%
SKK
341
Shepherd Kaplan Krochuk
Massachusetts
$580K – – –
Renaissance Technologies
342
Renaissance Technologies
New York
$580K +$580K +7,600 New
SHJ
343
Sharkey, Howes & Javer
Colorado
$576K +$160K +2,102 +39%
ABTD
344
Arvest Bank Trust Division
Oklahoma
$572K +$112K +1,468 +24%
CCP
345
Corient Capital Partners
California
$569K – – –
ECA
346
Elevated Capital Advisors
Utah
$566K +$566K +7,424 New
MAM
347
Madison Asset Management
Wisconsin
$560K +$560K +7,334 New
SCM
348
Snow Capital Management
Pennsylvania
$556K -$81.6K -1,070 -13%
DWM
349
Dakota Wealth Management
Florida
$554K – – –
CFG
350
CMC Financial Group
Georgia
$541K +$541K +7,094 New
12 13
14
15 16