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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

527 hedge funds and large institutions have $5.79B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 164 increasing their positions, 149 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+18
Holders Change %
+3.54%
% of All Funds
11.76%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.58%
New
88
Increased
164
Reduced
149
Closed
65
Calls
$4.46M
Puts
$3.98M
Net Calls
+$478K
Net Calls Change
+$112K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$237M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93M
3
CAM
Congress Asset Management
Massachusetts
+$75.6M
4
Bank of America
Bank of America
North Carolina
+$59.5M
5
EWA
EP Wealth Advisors
California
+$58.3M

Top Sellers

1
NFG
Noven Financial Group
Colorado
-$25.1M
2
SS
Simplicity Solutions
Minnesota
-$19.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$18.3M
4
AWM
AE Wealth Management
Kansas
-$16.2M
5
HPC
HM Payson & Co
Maine
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
351
Level Four Advisory Services
Texas
$284K -$14.6K -258 -5%
BPWA
352
Beacon Pointe Wealth Advisors
California
$284K +$284K +5,002 New
FLA
353
Financial Life Advisors
Texas
$281K – – –
Fiera Capital (Canada)
354
Fiera Capital (Canada)
Quebec, Canada
$281K +$81.8K +1,440 +41%
PFA
355
Pure Financial Advisors
California
$275K -$17.8K -314 -6%
FNBOO
356
First National Bank of Omaha
Nebraska
$275K +$78.1K +1,372 +40%
CA
357
Commerzbank Aktiengesellschaft
Germany
$274K – – –
BTNA
358
Bremer Trust National Association
Minnesota
$273K – – –
SC
359
Scotia Capital
Ontario, Canada
$270K – – –
SC
360
SouthState Corp
Florida
$270K – – –
PSUF
361
People's United Financial
Connecticut
$265K -$117K -2,062 -31%
RIS
362
Retirement Income Solutions
Michigan
$259K – – –
AIA
363
Armor Investment Advisors
North Carolina
$256K – – –
ST
364
Smithfield Trust
Pennsylvania
$251K – – –
BL
365
Balentine LLC
Georgia
$246K – – –
SWM
366
SeaCrest Wealth Management
New York
$245K -$1.37K -24 -0.6%
CCM
367
Coldstream Capital Management
Washington
$245K +$18.2K +320 +8%
FA
368
FDx Advisors
Illinois
$241K -$103K -1,818 -30%
AI
369
Atria Investments
North Carolina
$240K -$96.3K -1,694 -29%
GIM
370
Goelzer Investment Management
Indiana
$240K +$2.39K +42 +1%
RIM
371
Regent Investment Management
Kentucky
$239K -$648K -11,380 -73%
RBFC
372
Roman Butler Fullerton & Co
Missouri
$238K +$238K +3,976 New
UWPG
373
Ullmann Wealth Partners Group
Florida
$236K -$6.93K -122 -3%
AWS
374
AJ Wealth Strategies
New York
$235K – – –
MC
375
Middleton & Co
Massachusetts
$233K – – –
13 14
15
16 17