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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

712 hedge funds and large institutions have $9.64B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 194 increasing their positions, 252 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+26
Holders Change %
+3.79%
% of All Funds
14.4%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.89%
New
71
Increased
194
Reduced
252
Closed
38
Calls
$4.31M
Puts
$27.5M
Net Calls
-$23.2M
Net Calls Change
-$24.8M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$30.7M
2
BCI
Brinker Capital Investments
Pennsylvania
+$25.6M
3
Wells Fargo
Wells Fargo
California
+$20.6M
4
CB
Commerce Bank
Missouri
+$11.7M
5
Ameriprise
Ameriprise
Minnesota
+$11.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$50M
2
Barclays
Barclays
United Kingdom
-$38M
3
TF
TIAA FSB
Florida
-$32.1M
4
AP
Advisors Preferred
Maryland
-$26.6M
5
UBS Group
UBS Group
Switzerland
-$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
451
HBK Sorce Advisory
Pennsylvania
$341K – – –
VFA
452
Valeo Financial Advisors
Indiana
$336K -$19.7K -228 -6%
CAAS
453
Capital Asset Advisory Services
Michigan
$331K – – –
BP
454
Ballentine Partners
Massachusetts
$329K – – –
AW
455
ACG Wealth
Georgia
$328K +$8.13K +94 +3%
CPO
456
Cerity Partners OCIO
New York
$325K – – –
GIA
457
Gladstone Institutional Advisory
Florida
$323K +$35.1K +406 +12%
SCA
458
Sage Capital Advisors
South Dakota
$322K – – –
GRP
459
Global Retirement Partners
California
$320K -$191K -2,210 -37%
LRPA
460
L. Roy Papp & Associates
Arizona
$320K – – –
MC
461
Middleton & Co
Massachusetts
$320K – – –
ST
462
Smithfield Trust
Pennsylvania
$317K – – –
HCM
463
Hollencrest Capital Management
California
$313K – – –
Lazard Asset Management
464
Lazard Asset Management
New York
$311K – – –
MA
465
MONECO Advisors
Connecticut
$310K +$3.11K +36 +1%
CIA
466
Choate Investment Advisors
Massachusetts
$309K – – –
WPC
467
White Pine Capital
Minnesota
$306K – – –
KPWS
468
Kestra Private Wealth Services
Texas
$305K +$305K +3,532 New
TP
469
Tranquility Partners
Tennessee
$302K -$2.6K -30 -0.9%
WAP
470
Wealthcare Advisory Partners
Pennsylvania
$300K +$173 +2 +0.1%
JWCA
471
J.W. Cole Advisors
Florida
$298K +$298K +3,450 New
FFN
472
Focus Financial Network
Minnesota
$298K +$173 +2 +0.1%
WI
473
Wintrust Investments
Illinois
$297K +$173 +2 +0.1%
TNA
474
True North Advisors
Texas
$296K +$44.9K +520 +18%
SMC
475
Smith, Moore & Co
Missouri
$295K +$5.19K +60 +2%
17 18
19
20 21