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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 %
WWM
376
Wagner Wealth Management
South Carolina
$144K +$144K +2,288 New
FFC
377
First Financial Corp
Indiana
$139K +$24.1K +398 +21%
FA
378
Fortis Advisors
Pennsylvania
$137K -$1.81K -30 -1%
CAL
379
Capital Advisors Ltd
Ohio
$133K – – –
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133K – – –
AIP
381
Almanack Investment Partners
Pennsylvania
$131K +$131K +2,178 New
LNWWM
382
Laird Norton Wetherby Wealth Management
California
$117K +$481 +8 +0.4%
MFBTD
383
MB Financial Bank - Trust Department
Illinois
$115K – – –
DSC
384
Duncker Streett & Co
Missouri
$108K – – –
AFNAS
385
American Financial Network Advisory Services
California
$107K -$68K -1,124 -39%
PO
386
Private Ocean
California
$106K – – –
BL
387
Balentine LLC
Georgia
$100K – – –
VDFA
388
Vickerman & Driscoll Financial Advisors
Washington
$99K +$99K +1,638 New
KTC
389
Kistler-Tiffany Companies
Pennsylvania
$97K – – –
KPCM
390
Kings Point Capital Management
New York
$96K – – –
VFA
391
Valeo Financial Advisors
Indiana
$95K – – –
FAM
392
Fred Alger Management
New York
$92K +$92K +1,526 New
EA
393
Edge Advisors
Georgia
$88K – – –
PCA
394
Providence Capital Advisors
North Carolina
$88K +$88K +1,460 New
WB
395
Webster Bank
Connecticut
$79K – – –
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$77.2K – – –
EFSCE
397
Enterprise Financial Services Corp (EFSC)
Missouri
$77K – – –
TC
398
Trust Company
Kansas
$76K – – –
BCI
399
Brinker Capital Investments
Pennsylvania
$74K -$8.95K -148 -11%
EWM
400
Evercore Wealth Management
New York
$72K – – –
14 15
16
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