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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

622 hedge funds and large institutions have $6.98B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
-65
Holders Change %
-9.46%
% of All Funds
13.74%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.75%
New
63
Increased
172
Reduced
232
Closed
116
Calls
$8.51M
Puts
$8.31M
Net Calls
+$194K
Net Calls Change
-$231K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$653M
2
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$159M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$98.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$87.5M
5
SF
Synovus Financial
Georgia
$133M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$64.6M
3
CM
Churchill Management
California
$8.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
326
McAdam LLC
Pennsylvania
$505K +$505K +8,300 New
AP
327
Appleton Partners
Massachusetts
$503K – – –
LFG
328
LifePlan Financial Group
Ohio
$502K +$96.6K +1,588 +24%
BWA
329
Burt Wealth Advisors
Maryland
$501K – – –
LW
330
Linscomb Wealth
Texas
$499K -$77K -1,266 -13%
NFG
331
Nations Financial Group
Iowa
$499K -$67.1K -1,104 -12%
TWP
332
Total Wealth Planning
Ohio
$482K +$1.58K +26 +0.3%
1SB
333
1ST Source Bank
Indiana
$478K – – –
TI
334
Trexquant Investment
Connecticut
$477K +$183K +3,014 +62%
Bank of Nova Scotia
335
Bank of Nova Scotia
Ontario, Canada
$473K -$77.9K -1,282 -14%
CS
336
Capital Square
Tennessee
$472K -$17.5K -288 -4%
VCA
337
Verdence Capital Advisors
Maryland
$471K +$150K +2,470 +47%
BSW
338
Buckingham Strategic Wealth
Missouri
$471K +$307K +5,042 +186%
GPA
339
Garrison Point Advisors
California
$470K -$33.5K -550 -7%
CCM
340
Cohen Capital Management
California
$463K – – –
GC
341
Gilbert & Cook
Iowa
$463K – – –
PTC
342
Private Trust Company
Ohio
$462K -$35.6K -586 -7%
SKK
343
Shepherd Kaplan Krochuk
Massachusetts
$462K – – –
HCA
344
Harbour Capital Advisors
Virginia
$461K -$21.3K -350 -4%
SHJ
345
Sharkey, Howes & Javer
Colorado
$459K – – –
ASN
346
Advisory Services Network
Georgia
$450K -$132K -2,178 -23%
S
347
SignatureFD
Georgia
$446K -$27.4K -450 -6%
MAM
348
Madison Asset Management
Wisconsin
$446K – – –
FWP
349
FAS Wealth Partners
Kansas
$445K -$419K -6,892 -48%
SW
350
StrongBox Wealth
Missouri
$445K +$445K +7,322 New
12 13
14
15 16