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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 %
PMFA
401
Plante Moran Financial Advisors
Michigan
$194K -$5.01K -88 -3%
VCM
402
Vigilant Capital Management
Maine
$193K -$2.16K -38 -1%
Federated Hermes
403
Federated Hermes
Pennsylvania
$186K +$115K +2,014 +161%
WAS
404
WESPAC Advisors SoCal
California
$181K – – –
PO
405
Private Ocean
California
$175K -$2.04K -36 -1%
CCM
406
Colorado Capital Management
Colorado
$175K – – –
CFA
407
Carroll Financial Associates
North Carolina
$175K – – –
FHA
408
Flagship Harbor Advisors
Massachusetts
$173K -$17.2K -304 -9%
VFA
409
Valeo Financial Advisors
Indiana
$163K +$18.9K +332 +13%
LWCFA
410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$156K +$30.7K +540 +25%
OFW
411
Omnia Family Wealth
Florida
$155K – – –
CIR
412
Clear Investment Research
Georgia
$153K +$46.6K +816 +44%
CAC
413
Certified Advisory Corp
Florida
$139K +$72.4K +1,276 +109%
MIM
414
Macroview Investment Management
Maryland
$138K -$8.77K -154 -6%
FFC
415
First Financial Corp
Indiana
$131K – – –
PFO
416
Pathstone Family Office
New Jersey
$131K +$226 +4 +0.2%
BOPW
417
Brandywine Oak Private Wealth
Pennsylvania
$128K +$128K +2,268 New
FA
418
Fortis Advisors
Pennsylvania
$127K +$568 +10 +0.4%
CAL
419
Capital Advisors Ltd
Ohio
$125K – – –
TL
420
TrueWealth LLC
Georgia
$117K -$6.83K -120 -6%
Lazard Asset Management
421
Lazard Asset Management
New York
$113K – – –
MFBTD
422
MB Financial Bank - Trust Department
Illinois
$110K – – –
WAP
423
Wealthcare Advisory Partners
Pennsylvania
$109K +$19.1K +336 +21%
DSC
424
Duncker Streett & Co
Missouri
$102K – – –
EWA
425
ERTS Wealth Advisors
Michigan
$93K +$93K +1,630 New
15 16
17
18 19