IWP icon

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 %
LB
376
Legacy Bridge
Iowa
$347K -$531K -8,720 -60%
RIS
377
Retirement Income Solutions
Michigan
$347K – – –
IA
378
IFP Advisors
Florida
$344K -$17.9K -288 -5%
AL
379
Aspiriant LLC
California
$343K – – –
HIS
380
Horizon Investment Services
Indiana
$343K +$79.6K +1,310 +30%
WAM
381
Wealthspire Advisors (Maryland)
Maryland
$341K +$122 +2 +0%
WANY
382
Wealthspire Advisors (New York)
New York
$341K +$341K +5,608 New
IWM
383
IHT Wealth Management
Illinois
$339K -$7.79K -128 -2%
Westfield Capital Management
384
Westfield Capital Management
Massachusetts
$338K – – –
IWS
385
Insight Wealth Strategies
California
$334K -$13.5M -221,716 -98%
VWA
386
V Wealth Advisors
Kansas
$333K +$30.2K +496 +10%
WWM
387
Western Wealth Management
Colorado
$330K -$22K -360 -6%
RMDI
388
R.M. Davis Inc
Maine
$326K – – –
GRP
389
Global Retirement Partners
California
$323K +$21.4K +352 +7%
PFA
390
Pathway Financial Advisors
Vermont
$322K – – –
SQA
391
Simon Quick Advisors
New Jersey
$318K -$50.7K -834 -14%
PA
392
Parallel Advisors
California
$317K – – –
CHJWM
393
Carlton Hofferkamp & Jenks Wealth Management
Texas
$317K +$2.29K +32 +0.7%
MM
394
Meridian Management
Arkansas
$316K – – –
FSA
395
Financial Sense Advisors
California
$315K +$13.8K +226 +5%
LNC
396
Lincoln National Corp
Pennsylvania
$312K +$73.9K +1,214 +31%
TC
397
TownSquare Capital
Utah
$309K +$58.8K +860 +23%
SWM
398
SVA Wealth Management
Wisconsin
$307K -$25K -412 -8%
MCM
399
Manchester Capital Management
Vermont
$305K -$105K -1,720 -26%
Legal & General Group
400
Legal & General Group
United Kingdom
$304K +$304K +5,000 New
14 15
16
17 18