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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

492 hedge funds and large institutions have $5.64B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 166 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
11.29%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.78%
New
48
Increased
148
Reduced
166
Closed
34
Calls
$16.2M
Puts
$27.3M
Net Calls
-$11.1M
Net Calls Change
-$21.4M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$98.3M
2
Deutsche Bank
Deutsche Bank
Germany
+$67.8M
3
SGAM
Stephens Group Asset Management
Arkansas
+$32.9M
4
TF
TIAA FSB
Florida
+$20.2M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$12.2M

Top Sellers

1
EB
Eastern Bank
Massachusetts
-$25.8M
2
Morgan Stanley
Morgan Stanley
New York
-$25.1M
3
CG
Cutler Group
California
-$15.7M
4
Jane Street
Jane Street
New York
-$14.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
376
Private Ocean
California
$191K +$83.2K +1,358 +77%
CFA
377
Carroll Financial Associates
North Carolina
$185K – – –
William Blair Investment Management
378
William Blair Investment Management
Illinois
$183K -$178K -2,900 -49%
WDL
379
Well Done LLC
Michigan
$181K -$29.3K -476 -14%
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$177K +$41.7K +678 +31%
BFEC
381
Benjamin F. Edwards & Company
Missouri
$174K +$25.7K +418 +17%
OFW
382
Omnia Family Wealth
Florida
$168K – – –
ST
383
Smithfield Trust
Pennsylvania
$165K -$60.4K -982 -27%
TL
384
TrueWealth LLC
Georgia
$150K – – –
Rockefeller Capital Management
385
Rockefeller Capital Management
New York
$148K +$148K +2,400 New
BA
386
Ballew Advisors
Mississippi
$145K +$145K +2,356 New
EA
387
Edge Advisors
Georgia
$142K +$52.6K +860 +59%
PFO
388
Pathstone Family Office
New Jersey
$142K +$142K +2,310 New
FFC
389
First Financial Corp
Indiana
$141K – – –
WWM
390
Wagner Wealth Management
South Carolina
$141K +$246 +4 +0.2%
FA
391
Fortis Advisors
Pennsylvania
$140K +$246 +4 +0.2%
CAL
392
Capital Advisors Ltd
Ohio
$135K – – –
AIP
393
Almanack Investment Partners
Pennsylvania
$121K -$13K -212 -10%
MFBTD
394
MB Financial Bank - Trust Department
Illinois
$119K +$1.6K +26 +1%
SEI Investments
395
SEI Investments
Pennsylvania
$114K -$160K -2,610 -58%
DSC
396
Duncker Streett & Co
Missouri
$110K – – –
CIM
397
Contravisory Investment Management
Massachusetts
$100K +$34.6K +562 +53%
WPW
398
Winthrop Partners - WNY
New York
$99.4K +$99.4K +1,650 New
KPCM
399
Kings Point Capital Management
New York
$98K – – –
VFA
400
Valeo Financial Advisors
Indiana
$97K – – –
14 15
16
17 18