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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

622 hedge funds and large institutions have $6.98B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 116 closing their positions.

Holders
622
Holders Change
-65
Holders Change %
-9.46%
% of All Funds
13.74%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.75%
New
63
Increased
172
Reduced
232
Closed
116
Calls
$8.51M
Puts
$8.31M
Net Calls
+$194K
Net Calls Change
-$231K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$653M
2
AFIMH
2
American Family Insurance Mutual Holding
Wisconsin
$159M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$98.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$57M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$64.6M
3
CM
3
Churchill Management
California
$8.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.7M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
451
CCG Wealth Management
California
$221K 1,814 -253 -12%
HCM
452
Hollencrest Capital Management
California
$220K 1,808 +10 +0.6%
BBA
453
BLB&B Advisors
Pennsylvania
$220K 1,808 +1,808 New
NAS
454
Nicolet Advisory Services
Wisconsin
$219K 1,802 +201 +13%
Lazard Asset Management
455
Lazard Asset Management
New York
$218K 1,800 – –
GL
456
Graypoint LLC
New York
$218K 1,794 +1,794 New
NWM
457
Northwest Wealth Management
Iowa
$216K 1,780 – –
NFC
458
Northeast Financial Consultants
Connecticut
$216K 1,775 +1,775 New
WPC
459
White Pine Capital
Minnesota
$215K 1,771 -250 -12%
WAP
460
Wealthcare Advisory Partners
Pennsylvania
$214K 1,758 -388 -18%
MA
461
MONECO Advisors
Connecticut
$209K 1,715 -246 -13%
VA
462
Valmark Advisers
Ohio
$208K 1,711 +29 +2%
BAM
463
Berkshire Asset Management
Pennsylvania
$208K 1,709 +80 +5%
TNA
464
True North Advisors
Texas
$207K 1,705 – –
TC
465
Telemus Capital
Michigan
$205K 1,323 -1,599 -55%
SMC
466
Smith, Moore & Co
Missouri
$204K 1,681 +10 +0.6%
PWM
467
Perigon Wealth Management
California
$201K 1,530 -9 -0.6%
Fiera Capital (Canada)
468
Fiera Capital (Canada)
Quebec, Canada
$201K 1,650 – –
AA
469
Ancora Advisors
Ohio
$194K 1,601 – –
FHA
470
Flagship Harbor Advisors
Massachusetts
$192K 1,581 -30 -2%
BCM
471
Bourgeon Capital Management
Connecticut
$189K 1,558 – –
AT
472
Arden Trust
Delaware
$185K 1,518 -8,301 -85%
CFA
473
Carroll Financial Associates
North Carolina
$181K 1,496 – –
ACA
474
Aptus Capital Advisors
Alabama
$181K 1,496 +63 +4%
CBT
475
Capital Bank & Trust
California
$169K 1,393 +181 +15%
17 18
19
20 21