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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

425 hedge funds and large institutions have $5.02B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 144 reducing their positions, and 26 closing their positions.

Holders
425
Holders Change
+16
Holders Change %
+3.91%
% of All Funds
10.61%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.6%
New
44
Increased
127
Reduced
144
Closed
26
Calls
$43.1M
Puts
$28M
Net Calls
+$15.1M
Net Calls Change
+$11.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$482M
2
LFAS
2
Level Four Advisory Services
Texas
$30.4M
3
TF
3
TIAA FSB
Florida
$557M
4
Goldman Sachs
4
Goldman Sachs
New York
$71.4M
5
CS
5
Credit Suisse
Switzerland
$14.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.9M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$48.2M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$15.3M
5
LPL Financial
5
LPL Financial
California
$49.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
351
Trust Company
Kansas
$71K 629 – –
EWM
352
Evercore Wealth Management
New York
$67K 593 – –
BWA
353
BDO Wealth Advisors
Florida
$65K 570 -15 -3%
BWL
354
Bogart Wealth LLC
Virginia
$65K 571 +571 New
HCA
355
Horan Capital Advisors
Ohio
$61K 540 +540 New
CHC
356
City Holding Co
West Virginia
$58K 515 – –
WA
357
Winfield Associates
Ohio
$57K 500 – –
CG
358
Cutler Group
California
$56K 500 -952 -66%
SIAP
359
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$56K 491 -70 -12%
VC
360
Vestor Capital
Illinois
$56K 498 – –
FMTCOCP
361
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53.8K 475 – –
SNT
362
Security National Trust
West Virginia
$52K 461 – –
CIM
363
Contravisory Investment Management
Massachusetts
$51K 450 +450 New
FANJ
364
Financial Architects (New Jersey)
New Jersey
$50K 439 +19 +5%
WTB
365
Washington Trust Bank
Washington
$50K 440 +110 +33%
FWM
366
Focused Wealth Management
New York
$47K 418 +209 +100%
CPIG
367
Chicago Partners Investment Group
Illinois
$46K 407 -407 -50%
HR
368
Howe & Rusling
New York
$46K 405 – –
AOWM
369
Alpha Omega Wealth Management
Virginia
$45K 400 – –
WAM
370
Wolverine Asset Management
Illinois
$45K 400 +400 New
JFA
371
JNBA Financial Advisors
Minnesota
$42K 375 -56 -13%
PCTC
372
Perkins Coie Trust Company
Washington
$42K 375 – –
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$40K 350 – –
LA
374
Legacy Advisors
Pennsylvania
$40K 354 +354 New
VIA
375
Vantage Investment Advisors
Pennsylvania
$36K 317 -103 -25%
13 14
15
16 17