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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

480 hedge funds and large institutions have $5.42B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+55
Holders Change %
+12.94%
% of All Funds
10.9%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.61%
New
92
Increased
135
Reduced
131
Closed
35
Calls
$47.1M
Puts
$36.8M
Net Calls
+$10.3M
Net Calls Change
-$4.76M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$30.3M
2
Bank of America
Bank of America
North Carolina
$465M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$21.1M
4
Jane Street
Jane Street
New York
$17M
5
CG
Cutler Group
California
$16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$422M
2
SI
Stephens Inc
Arkansas
$51.3M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$120M
4
Goldman Sachs
Goldman Sachs
New York
$61.5M
5
CS
Credit Suisse
Switzerland
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
351
Sage Capital Advisors
South Dakota
$225K – – –
AIG
352
American International Group
New York
$225K +$225K +3,726 New
WAM
353
Wealthspire Advisors (Maryland)
Maryland
$223K +$89.7K +1,484 +67%
ST
354
Smithfield Trust
Pennsylvania
$221K +$59.2K +982 +37%
VAM
355
Visionary Asset Management
Texas
$220K +$220K +3,648 New
FMBTD
356
First Midwest Bank Trust Division
Illinois
$218K +$218K +3,608 New
JFGLC
357
Johnson Financial Group LLC (Colorado)
Colorado
$218K +$218K +3,610 New
HCM
358
Hollencrest Capital Management
California
$217K – – –
HFA
359
High Falls Advisors
New York
$215K +$242 +4 +0.1%
PMFA
360
Plante Moran Financial Advisors
Michigan
$211K – – –
VA
361
Valmark Advisers
Ohio
$209K +$209K +3,472 New
SMC
362
Smith, Moore & Co
Missouri
$208K +$208K +3,450 New
SGCA
363
Steel Grove Capital Advisors
Tennessee
$208K +$208K +3,452 New
GC
364
Gratus Capital
Georgia
$207K -$45.3K -750 -18%
FIM
365
Fernwood Investment Management
Massachusetts
$207K +$207K +3,430 New
WDL
366
Well Done LLC
Michigan
$206K -$200K -3,312 -49%
RIG
367
Renaissance Investment Group
Massachusetts
$205K +$205K +3,402 New
IC
368
Intersect Capital
California
$202K +$202K +3,356 New
CFA
369
Carroll Financial Associates
North Carolina
$182K – – –
OFW
370
Omnia Family Wealth
Florida
$165K – – –
GRP
371
Global Retirement Partners
California
$163K +$23.8K +394 +17%
TL
372
TrueWealth LLC
Georgia
$147K +$147K +2,436 New
BFEC
373
Benjamin F. Edwards & Company
Missouri
$146K -$755K -12,500 -84%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$146K -$4.72K -78 -3%
RFS
375
Rockefeller Financial Services
New York
$145K – – –
13 14
15
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