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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 %
ACS
401
Archford Capital Strategies
Illinois
$95K +$95K +1,572 New
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$93K +$87.1K +1,418 +1,477%
PCA
403
Providence Capital Advisors
North Carolina
$90K – – –
WB
404
Webster Bank
Connecticut
$80K – – –
OIA
405
Optimum Investment Advisors
Illinois
$79K +$79K +1,278 New
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$78.7K – – –
EFSCE
407
Enterprise Financial Services Corp (EFSC)
Missouri
$78K – – –
APP
408
Avantax Planning Partners
Iowa
$78K +$78K +1,264 New
TC
409
Trust Company
Kansas
$77K – – –
TFS
410
TrustCore Financial Services
Tennessee
$74K – – –
BWA
411
BDO Wealth Advisors
Florida
$72K +$1.85K +30 +3%
BWL
412
Bogart Wealth LLC
Virginia
$69K -$980 -16 -1%
VDFA
413
Vickerman & Driscoll Financial Advisors
Washington
$67K -$33.3K -544 -33%
FC
414
Ferris Capital
Massachusetts
$64K +$64K +1,046 New
CHC
415
City Holding Co
West Virginia
$63K – – –
FPF
416
FNY Partners Fund
New York
$62K -$7.24K -118 -10%
FEG
417
Financial Enhancement Group
Indiana
$61K +$61K +1,000 New
SIAP
418
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$60K – – –
FMTCOCP
419
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58.4K – – –
SNT
420
Security National Trust
West Virginia
$52K -$4.67K -76 -8%
JCM
421
Jacobi Capital Management
Pennsylvania
$51K +$119 +2 +0.2%
HR
422
Howe & Rusling
New York
$50K – – –
CPIG
423
Chicago Partners Investment Group
Illinois
$50K – – –
JGIA
424
Jackson Grant Investment Advisers
Connecticut
$50K +$124 +2 +0.2%
FANJ
425
Financial Architects (New Jersey)
New Jersey
$49K – – –
15 16
17
18 19