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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

480 hedge funds and large institutions have $5.42B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+55
Holders Change %
+12.94%
% of All Funds
10.9%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.61%
New
92
Increased
135
Reduced
131
Closed
35
Calls
$47.1M
Puts
$36.8M
Net Calls
+$10.3M
Net Calls Change
-$4.76M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$30.3M
2
Bank of America
Bank of America
North Carolina
$465M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$21.1M
4
Jane Street
Jane Street
New York
$17M
5
CG
Cutler Group
California
$16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$422M
2
SI
Stephens Inc
Arkansas
$51.3M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$120M
4
Goldman Sachs
Goldman Sachs
New York
$61.5M
5
CS
Credit Suisse
Switzerland
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
451
Delta Asset Management
Tennessee
$11K – – –
IF
452
Ironwood Financial
Arizona
$11K – – –
BAM
453
Brave Asset Management
New Jersey
$11K +$11K +180 New
RFM
454
Royal Fund Management
Florida
$10K -$2.71K -46 -21%
PFBT
455
Parkside Financial Bank & Trust
Missouri
$10K +$4.76K +78 +91%
SWP
456
Strategic Wealth Partners
Ohio
$10K +$10K +166 New
CWM
457
Catamount Wealth Management
Connecticut
$9K – – –
MIM
458
Macroview Investment Management
Maryland
$9K – – –
CA
459
Calton & Associates
Florida
$9K +$9K +142 New
KFA
460
Kabarec Financial Advisors
Illinois
$9K +$9K +142 New
RCA
461
Rowland Carmichael Advisors
Arizona
$7K – – –
WAP
462
Wealthcare Advisory Partners
Pennsylvania
$6K – – –
CA
463
Crewe Advisors
Utah
$6K +$6K +106 New
MWM
464
Mascoma Wealth Management
New Hampshire
$5K – – –
CFD
465
Creative Financial Designs
Indiana
$4K – – –
ST
466
Sageworth Trust
Pennsylvania
$4K – – –
BRC
467
Bell Rock Capital
Delaware
$4K +$2K +40 +100%
GEA
468
Glen Eagle Advisors
New Jersey
$3.74K -$1.21K -20 -24%
VNA
469
Valley National Advisers
Pennsylvania
$3K – – –
JAM
470
Jolley Asset Management
North Carolina
$3K – – –
IP
471
Intellectus Partners
California
$3K – – –
ME
472
McIlrath & Eck
Washington
$3K +$3K +42 New
GWS
473
Glassman Wealth Services
Virginia
$2K +$2K +30 New
OIA
474
OneDigital Investment Advisors
Kansas
$2K +$2K +32 New
PCG
475
Private Capital Group
Connecticut
$1.14K +$1.14K +18,956 New
17 18
19
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