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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

574 hedge funds and large institutions have $6.6B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 154 increasing their positions, 184 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+47
Holders Change %
+8.92%
% of All Funds
12.44%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.72%
New
92
Increased
154
Reduced
184
Closed
38
Calls
$10.5M
Puts
$8.81M
Net Calls
+$1.67M
Net Calls Change
+$1.2M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.02B
2
CM
Churchill Management
California
$63.6M
3
ZB
Zions Bancorporation
Utah
$39.6M
4
AP
Advisors Preferred
Maryland
$31.5M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$33.5M

Top Sellers

1
TF
TIAA FSB
Florida
$288M
2
CAM
Congress Asset Management
Massachusetts
$4.11M
3
Bank of America
Bank of America
North Carolina
$508M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$99M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$77.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWP
401
Northstar Wealth Partners
Connecticut
$252K +$252K +3,720 New
CCMG
402
Clark Capital Management Group
Pennsylvania
$251K – – –
LRPA
403
L. Roy Papp & Associates
Arizona
$251K +$251K +3,694 New
VFA
404
Valeo Financial Advisors
Indiana
$250K +$55.6K +820 +29%
NAM
405
NTV Asset Management
West Virginia
$244K – – –
HCM
406
Hollencrest Capital Management
California
$244K – – –
BP
407
Ballentine Partners
Massachusetts
$243K – – –
HJA
408
Hugh Johnson Advisors
New York
$243K +$243K +3,588 New
NWM
409
Northwest Wealth Management
Iowa
$241K – – –
AI
410
Atria Investments
North Carolina
$239K -$47.8K -704 -17%
DC
411
Davenport & Co
Virginia
$237K +$237K +3,500 New
VA
412
Valmark Advisers
Ohio
$236K +$236K +3,472 New
IF
413
IRON Financial
Illinois
$234K +$234K +3,450 New
IC
414
Intersect Capital
California
$233K +$233K +3,436 New
PMFA
415
Plante Moran Financial Advisors
Michigan
$231K – – –
BAM
416
Berkshire Asset Management
Pennsylvania
$231K +$231K +3,400 New
RIG
417
Renaissance Investment Group
Massachusetts
$231K +$231K +3,402 New
HA
418
Harborview Advisors
Maine
$231K +$231K +3,412 New
SMC
419
Smith, Moore & Co
Missouri
$227K +$227K +3,342 New
NAS
420
Nicolet Advisory Services
Wisconsin
$227K +$227K +3,354 New
CCT
421
Country Club Trust
Missouri
$226K -$13.6K -200 -6%
RF
422
RHS Financial
California
$226K +$226K +3,326 New
Fiera Capital (Canada)
423
Fiera Capital (Canada)
Quebec, Canada
$224K -$112K -1,644 -33%
RCAG
424
Rehmann Capital Advisory Group
Michigan
$223K +$223K +3,284 New
SWM
425
SeaCrest Wealth Management
New York
$219K -$72.9K -1,076 -25%
15 16
17
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