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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

687 hedge funds and large institutions have $8.21B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+105
Holders Change %
+18.04%
% of All Funds
13.57%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
142
Increased
200
Reduced
174
Closed
27
Calls
$1.18M
Puts
$750K
Net Calls
+$425K
Net Calls Change
+$241K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$74.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.7M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$39.5M
4
CAM
Congress Asset Management
Massachusetts
+$15.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.7M

Top Sellers

1
SGAM
Stephens Group Asset Management
Arkansas
-$73.1M
2
Bank of America
Bank of America
North Carolina
-$47.6M
3
M&T Bank
M&T Bank
New York
-$44.3M
4
Barclays
Barclays
United Kingdom
-$39.2M
5
AP
Advisors Preferred
Maryland
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOO
451
First National Bank of Omaha
Nebraska
$289K -$43.9K -574 -13%
VCP
452
Vista Capital Partners
Oregon
$285K +$45.7K +600 +19%
William Blair Investment Management
453
William Blair Investment Management
Illinois
$284K – – –
SCA
454
Sage Capital Advisors
South Dakota
$284K – – –
VF
455
Virtu Financial
New York
$283K -$442K -5,794 -61%
PCMC
456
Private Capital Management (Colorado)
Colorado
$283K – – –
LRPA
457
L. Roy Papp & Associates
Arizona
$282K +$305 +4 +0.1%
CAN
458
Claraphi Advisory Network
United States
$281K +$281K +3,684 New
TC
459
TownSquare Capital
Utah
$279K +$45.1K +592 +19%
HCM
460
Hollencrest Capital Management
California
$275K – – –
Lazard Asset Management
461
Lazard Asset Management
New York
$274K – – –
VFA
462
Valeo Financial Advisors
Indiana
$272K – – –
NWM
463
Northwest Wealth Management
Iowa
$272K – – –
SXL
464
Summit X LLC
Missouri
$271K – – –
DC
465
Davenport & Co
Virginia
$266K -$762 -10 -0.3%
TPA
466
Trivium Point Advisory
Connecticut
$266K – – –
SCM
467
Schnieders Capital Management
California
$266K +$45.7K +600 +21%
GIA
468
Gladstone Institutional Advisory
Florida
$264K -$2.29K -30 -0.9%
IC
469
Intersect Capital
California
$262K – – –
TNA
470
True North Advisors
Texas
$260K +$260K +3,410 New
VA
471
Valmark Advisers
Ohio
$257K – – –
Macquarie Group
472
Macquarie Group
Australia
$257K +$257K +3,372 New
CAL
473
Capital Advisors Ltd
Ohio
$255K -$29K -380 -10%
SMC
474
Smith, Moore & Co
Missouri
$255K – – –
RF
475
RHS Financial
California
$254K – – –
17 18
19
20 21