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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

686 hedge funds and large institutions have $8.96B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 184 increasing their positions, 247 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+64
Holders Change %
+10.29%
% of All Funds
14.1%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.95%
New
104
Increased
184
Reduced
247
Closed
35
Calls
$3.46M
Puts
$1.9M
Net Calls
+$1.56M
Net Calls Change
+$1.37M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$79.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$53.7M
3
Barclays
Barclays
United Kingdom
+$34.7M
4
AP
Advisors Preferred
Maryland
+$32.2M
5
AAP
Arax Advisory Partners
Colorado
+$26M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$187M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
3
SF
Synovus Financial
Georgia
-$53.8M
4
TF
TIAA FSB
Florida
-$53.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
326
Waverly Advisors
Alabama
$759K -$29K -338 -4%
SCM
327
Smith Capital Management
Arkansas
$751K – – –
CAS
328
Cascadia Advisory Services
Oregon
$745K +$745K +9,418 New
MWM
329
Mission Wealth Management
California
$743K -$12.7K -160 -2%
MPPLM
330
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$743K +$743K +9,392 New
FUBT
331
First United Bank & Trust
Maryland
$723K -$45.8K -580 -6%
FSA
332
Financial Sense Advisors
California
$718K +$309K +3,912 +76%
QCG
333
Quadrant Capital Group
Ohio
$704K -$87K -1,100 -11%
AWM
334
Aprio Wealth Management
Georgia
$703K +$703K +8,890 New
TNB
335
TCF National Bank
South Dakota
$689K +$24.4K +342 +4%
HIA
336
Harbor Investment Advisory
Maryland
$685K -$182K -2,302 -21%
BA
337
Ballew Advisors
Mississippi
$680K +$189K +2,348 +39%
CS
338
Comerica Securities
Michigan
$677K -$41.9K -530 -6%
VVP
339
Venture Visionary Partners
Ohio
$675K – – –
CAL
340
Capital Analysts LLC
Pennsylvania
$670K – – –
PWMG
341
Prestige Wealth Management Group
New Jersey
$666K – – –
GT
342
Greenleaf Trust
Michigan
$663K – – –
VCA
343
Verdence Capital Advisors
Maryland
$663K +$50K +632 +8%
Brown Advisory
344
Brown Advisory
Maryland
$659K -$426K -5,400 -39%
FNBT
345
FineMark National Bank & Trust
Florida
$652K -$40K -506 -6%
NFG
346
Nations Financial Group
Iowa
$646K -$3K -38 -0.5%
AP
347
Appleton Partners
Massachusetts
$637K -$17.4K -220 -3%
RIA
348
Regal Investment Advisors
Michigan
$635K +$635K +8,032 New
LC
349
LCNB Corp
Ohio
$633K -$39.5K -500 -6%
BWA
350
Burt Wealth Advisors
Maryland
$629K -$21.8K -276 -3%
12 13
14
15 16