IWP icon

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 %
SFS
376
Sowell Financial Services
Arkansas
$232K +$232K +4,080 New
PP
377
PagnatoKarp Partners
Virginia
$230K -$116K -2,038 -33%
HIS
378
Horizon Investment Services
Indiana
$229K +$58.3K +1,026 +34%
MA
379
MONECO Advisors
Connecticut
$227K +$227K +3,986 New
PCMC
380
Private Capital Management (Colorado)
Colorado
$227K +$227K +4,000 New
OC
381
Oakworth Capital
Alabama
$226K -$102K -1,792 -31%
WPC
382
White Pine Capital
Minnesota
$225K -$27.3K -480 -11%
OA
383
Oxbow Advisors
Texas
$225K – – –
CWS
384
Cypress Wealth Services
California
$223K -$4.66K -82 -2%
HFA
385
High Falls Advisors
New York
$217K +$14.8K +260 +7%
KWM
386
Kingsview Wealth Management
Oregon
$216K +$45.3K +796 +27%
GRP
387
Global Retirement Partners
California
$215K -$14.5K -254 -6%
HSA
388
HBK Sorce Advisory
Pennsylvania
$213K -$1.02K -18 -0.5%
SCA
389
Sage Capital Advisors
South Dakota
$212K – – –
BBHC
390
Brown Brothers Harriman & Co
New York
$210K – – –
CCMG
391
Clark Capital Management Group
Pennsylvania
$210K – – –
WSTAM
392
Wilbanks Smith & Thomas Asset Management
Virginia
$208K – – –
I
393
IberiaBank
Louisiana
$207K +$18.1K +318 +10%
MOS
394
MGO One Seven
Ohio
$206K -$1.14K -20 -0.5%
NAM
395
NTV Asset Management
West Virginia
$205K – – –
Chevy Chase Trust
396
Chevy Chase Trust
Maryland
$205K +$30.1K +528 +17%
BP
397
Ballentine Partners
Massachusetts
$204K – – –
HCM
398
Hollencrest Capital Management
California
$204K – – –
NWM
399
Northwest Wealth Management
Iowa
$202K – – –
CCT
400
Country Club Trust
Missouri
$201K -$22.8K -400 -10%
14 15
16
17 18