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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 %
AOWM
426
Alpha Omega Wealth Management
Virginia
$49K – – –
VIA
427
Vantage Investment Advisors
Pennsylvania
$46K -$3.71K -60 -7%
GFP
428
Gryphon Financial Partners
Ohio
$45K – – –
CAC
429
Certified Advisory Corp
Florida
$44K +$10.1K +164 +30%
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$43K – – –
LA
431
Legacy Advisors
Pennsylvania
$43K – – –
PCTC
432
Perkins Coie Trust Company
Washington
$42K – – –
SFC
433
SYM Financial Corp
Indiana
$41K +$25.9K +422 +172%
CB
434
Community Bank
New York
$40K – – –
RWA
435
Ropes Wealth Advisors
Massachusetts
$40K +$5.43K +88 +16%
JFA
436
JNBA Financial Advisors
Minnesota
$39K -$7.14K -116 -15%
HDIM
437
Hanson & Doremus Investment Management
Vermont
$39K – – –
TI
438
Truepoint Inc
Ohio
$38.7K -$287K -70,650 -88%
FIB
439
First Interstate Bank
Montana
$37K – – –
CBT
440
Capital Bank & Trust
California
$36K – – –
WP
441
WealthShield Partners
North Carolina
$35K – – –
ML
442
McAdam LLC
Pennsylvania
$35K +$35K +574 New
SIM
443
Sonora Investment Management
Arizona
$34.4K – – –
SWA
444
Sutton Wealth Advisors
Florida
$33.7K – – –
POIA
445
Pin Oak Investment Advisors
Texas
$30K – – –
JA
446
JOYN Advisors
Georgia
$29K +$29K +472 New
BCI
447
Brinker Capital Investments
Pennsylvania
$27K -$47.4K -780 -64%
TCOV
448
Trust Company of Vermont
Vermont
$27K – – –
FWM
449
Focused Wealth Management
New York
$26K – – –
QAM
450
QCI Asset Management
New York
$25K – – –
16 17
18
19 20