IWP icon

iShares Russell Mid-Cap Growth ETF

509 hedge funds and large institutions have $6.41B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+15
Holders Change %
+3.04%
% of All Funds
11.66%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.6%
New
45
Increased
153
Reduced
167
Closed
28
Calls
$759K
Puts
$393K
Net Calls
+$366K
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
401
Almanack Investment Partners
Pennsylvania
$138K +$138K +2,180 New
Lazard Asset Management
402
Lazard Asset Management
New York
$135K
MFBTD
403
MB Financial Bank - Trust Department
Illinois
$131K
CIR
404
Clear Investment Research
Georgia
$126K +$126K +1,866 New
DSC
405
Duncker Streett & Co
Missouri
$121K
KPCM
406
Kings Point Capital Management
New York
$108K
CHC
407
City Holding Co
West Virginia
$108K
ACS
408
Archford Capital Strategies
Illinois
$107K
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$107K
CBT
410
Capital Bank & Trust
California
$106K
OIA
411
Optimum Investment Advisors
Illinois
$101K +$14.5K +214 +17%
PCA
412
Providence Capital Advisors
North Carolina
$99K
WB
413
Webster Bank
Connecticut
$89K
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$86.8K
TC
415
Trilogy Capital
California
$86K +$18.5K +272 +27%
TC
416
Trust Company
Kansas
$85K
Federated Hermes
417
Federated Hermes
Pennsylvania
$85K +$85K +1,254 New
EFSCE
418
Enterprise Financial Services Corp (EFSC)
Missouri
$84K +$3.37K +50 +4%
BWL
419
Bogart Wealth LLC
Virginia
$83K +$6.77K +100 +9%
APP
420
Avantax Planning Partners
Iowa
$82K +$82K +1,210 New
WPW
421
Winthrop Partners - WNY
New York
$81.1K
TFS
422
TrustCore Financial Services
Tennessee
$81K
CAC
423
Certified Advisory Corp
Florida
$80K +$8.72K +128 +12%
BWA
424
BDO Wealth Advisors
Florida
$77K
FC
425
Ferris Capital
Massachusetts
$71K