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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 %
SCM
351
Snow Capital Management
Pennsylvania
$443K – – –
VFA
352
Voya Financial Advisors
Connecticut
$435K -$40.8K -658 -9%
Barclays
353
Barclays
United Kingdom
$424K +$55.9K +920 +15%
CCP
354
Corient Capital Partners
California
$420K -$33.6K -552 -7%
ACM
355
Advisors Capital Management
New Jersey
$420K +$420K +6,914 New
UAS
356
United Asset Strategies
New York
$418K -$80.6K -1,326 -16%
BAC
357
Boys Arnold & Co
North Carolina
$417K +$4.26K +70 +1%
FAIM
358
Financial Advocates Investment Management
Washington
$412K -$66.9K -1,102 -14%
CWM
359
Cahaba Wealth Management
Georgia
$402K -$80.4K -1,324 -17%
MFW
360
Mosaic Family Wealth
Missouri
$393K -$27.4K -450 -7%
SFM
361
Signet Financial Management
New Jersey
$388K -$4.3K -60 -1%
Mercer Global Advisors
362
Mercer Global Advisors
Colorado
$381K -$30.7K -506 -7%
SIA
363
Soltis Investment Advisors
Utah
$381K +$1.34K +22 +0.4%
SWP
364
Summit Wealth Partners
Florida
$379K +$8.75K +144 +2%
RPC
365
Rossmore Private Capital
Connecticut
$371K -$49.3K -810 -12%
FI
366
Financial Insights
Washington
$370K +$60.3K +992 +19%
BA
367
Ballew Advisors
Mississippi
$370K +$370K +6,080 New
GFS
368
GYL Financial Synergies
Connecticut
$368K +$8.4K +138 +2%
DWM
369
Dakota Wealth Management
Florida
$366K -$75.7K -1,244 -17%
GVAG
370
Great Valley Advisor Group
Delaware
$362K -$455K -7,490 -56%
AIM
371
Allen Investment Management
New York
$361K – – –
FT
372
Fiduciary Trust
Massachusetts
$358K – – –
SMFS
373
Squar Milner Financial Services
California
$355K -$31.9K -526 -8%
GLA
374
Great Lakes Advisors
Illinois
$350K – – –
YWP
375
YorkBridge Wealth Partners
New York
$349K – – –
13 14
15
16 17