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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

686 hedge funds and large institutions have $8.96B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 184 increasing their positions, 247 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+64
Holders Change %
+10.29%
% of All Funds
14.1%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.95%
New
104
Increased
184
Reduced
247
Closed
35
Calls
$3.46M
Puts
$1.9M
Net Calls
+$1.56M
Net Calls Change
+$1.37M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$79.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$53.7M
3
Barclays
Barclays
United Kingdom
+$34.7M
4
AP
Advisors Preferred
Maryland
+$32.2M
5
AAP
Arax Advisory Partners
Colorado
+$26M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$187M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
3
SF
Synovus Financial
Georgia
-$53.8M
4
TF
TIAA FSB
Florida
-$53.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
426
Magnus Financial Group
New York
$383K -$5.86K -74 -2%
IWP
427
Icon Wealth Partners
Texas
$382K – – –
IF
428
IRON Financial
Illinois
$379K – – –
Millennium Management
429
Millennium Management
New York
$378K +$378K +4,776 New
CHJWM
430
Carlton Hofferkamp & Jenks Wealth Management
Texas
$377K +$2.37K +28 +0.6%
ACM
431
Advisors Capital Management
New Jersey
$369K -$178K -2,248 -33%
SSWM
432
Smith Salley Wealth Management
North Carolina
$368K – – –
GC
433
Gilbert & Cook
Iowa
$366K -$235K -2,978 -39%
GFS
434
GYL Financial Synergies
Connecticut
$361K -$117K -1,484 -25%
BAM
435
Belpointe Asset Management
Nevada
$359K +$15.5K +196 +5%
AIA
436
Armor Investment Advisors
North Carolina
$356K – – –
C
437
Certuity
Florida
$353K +$353K +4,470 New
WTB
438
Washington Trust Bank
Washington
$342K -$328K -4,152 -49%
BL
439
Balentine LLC
Georgia
$342K – – –
FA
440
FDx Advisors
Illinois
$341K +$3.32K +42 +1%
Legal & General Group
441
Legal & General Group
United Kingdom
$340K -$55.3K -700 -14%
SMFS
442
Squar Milner Financial Services
California
$332K -$131K -1,660 -28%
UWPG
443
Ullmann Wealth Partners Group
Florida
$329K – – –
NAS
444
Nicolet Advisory Services
Wisconsin
$328K +$43.3K +548 +15%
VFA
445
Valeo Financial Advisors
Indiana
$325K – – –
VA
446
Valmark Advisers
Ohio
$324K +$53.7K +680 +20%
WLIM
447
White Lighthouse Investment Management
Massachusetts
$323K +$323K +4,080 New
BWP
448
Baldwin Wealth Partners
Massachusetts
$322K – – –
CAM
449
Cresset Asset Management
Illinois
$322K +$322K +4,076 New
CAAS
450
Capital Asset Advisory Services
Michigan
$321K – – –
16 17
18
19 20