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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

406 hedge funds and large institutions have $4.62B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
10.12%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.62%
New
38
Increased
119
Reduced
131
Closed
36
Calls
$1.74M
Puts
$6.83M
Net Calls
-$5.08M
Net Calls Change
-$3.48M

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$463M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$110M
3
Morgan Stanley
3
Morgan Stanley
New York
$344M
4
EB
4
Eastern Bank
Massachusetts
$22.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$212M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$0
2
TA
2
Teachers Advisors
New York
$30.2M
3
MNA
3
Manning & Napier Advisors
New York
$3.67M
4
SI
4
Stephens Inc
Arkansas
$71.2M
5
Wells Fargo
5
Wells Fargo
California
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
26
HSBC Holdings
United Kingdom
$29.1M +$639K +12,310 +2%
LFAS
27
Level Four Advisory Services
Texas
$27.6M +$15.4K +296 +0.1%
PWAG
28
Polaris Wealth Advisory Group
California
$27.6M -$542K -10,456 -2%
EB
29
Eastern Bank
Massachusetts
$22.4M +$7.78M +149,980 +53%
Truist Financial
30
Truist Financial
North Carolina
$22.2M +$1.79M +34,466 +9%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$21.6M +$1.25M +24,036 +6%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$21.3M +$6.18M +119,090 +41%
Stifel Financial
33
Stifel Financial
Missouri
$21.1M -$977K -18,892 -4%
Creative Planning
34
Creative Planning
Kansas
$19.2M +$717K +13,812 +4%
LPL Financial
35
LPL Financial
California
$18.6M +$1.4M +27,016 +8%
UB
36
UMB Bank
Missouri
$17.6M +$751K +14,476 +4%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$16.8M +$36.8K +710 +0.2%
BF
38
BOK Financial
Oklahoma
$16.7M -$131K -2,516 -0.8%
NFG
39
Noven Financial Group
Colorado
$16.6M +$641K +12,346 +4%
KeyBank National Association
40
KeyBank National Association
Ohio
$16.1M -$2.18M -42,102 -12%
RJA
41
Raymond James & Associates
Florida
$14.8M -$230K -4,440 -2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$14.6M -$4.97M -95,788 -25%
ANTB
43
AMG National Trust Bank
Colorado
$14.6M -$145K -2,800 -1%
AI
44
Accredited Investors
Minnesota
$13.6M -$499K -9,614 -4%
NP
45
NorthRock Partners
Minnesota
$13.2M -$155K -2,986 -1%
BCIM
46
Bishop & Co Investment Management
Pennsylvania
$12.6M +$134K +2,574 +1%
IIC
47
Integrated Investment Consultants
Michigan
$12.4M +$16.4K +316 +0.1%
BC
48
Brinker Capital
Pennsylvania
$12.3M -$3.01M -58,102 -20%
SCM
49
Sterling Capital Management
North Carolina
$11.9M +$164K +3,170 +1%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$11.8M -$195K -3,764 -2%
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