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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

425 hedge funds and large institutions have $5.02B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 144 reducing their positions, and 26 closing their positions.

Holders
425
Holders Change
+16
Holders Change %
+3.91%
% of All Funds
10.61%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.6%
New
44
Increased
127
Reduced
144
Closed
26
Calls
$43.1M
Puts
$28M
Net Calls
+$15.1M
Net Calls Change
+$11.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$482M
2
LFAS
2
Level Four Advisory Services
Texas
$30.4M
3
TF
3
TIAA FSB
Florida
$557M
4
Goldman Sachs
4
Goldman Sachs
New York
$71.4M
5
CS
5
Credit Suisse
Switzerland
$14.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.9M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$48.2M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$15.3M
5
LPL Financial
5
LPL Financial
California
$49.8M
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
26
Johnson Investment Counsel
Ohio
$34.6M 305,814 -3,933 -1%
TA
27
Teachers Advisors
New York
$32.9M 290,801 – –
LFAS
28
Level Four Advisory Services
Texas
$30.4M 268,398 +264,998 +7,794%
RJA
29
Raymond James & Associates
Florida
$25.1M 221,525 +3,658 +2%
EB
30
Eastern Bank
Massachusetts
$24.7M 218,411 -186 -0.1%
Truist Financial
31
Truist Financial
North Carolina
$23.3M 206,189 +5,836 +3%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$22.5M 199,107 +21,290 +12%
NFG
33
Noven Financial Group
Colorado
$21.5M 190,082 +7,129 +4%
Creative Planning
34
Creative Planning
Kansas
$20.7M 182,947 +2,140 +1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$19.9M 176,170 -538,978 -75%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$19.2M 169,904 -4,524 -3%
UB
37
UMB Bank
Missouri
$18.6M 164,240 -2,421 -1%
KeyBank National Association
38
KeyBank National Association
Ohio
$18.2M 161,198 +4,182 +3%
BF
39
BOK Financial
Oklahoma
$17.9M 158,516 -1,822 -1%
MML Investors Services
40
MML Investors Services
Massachusetts
$16.7M 147,159 +8,440 +6%
ANTB
41
AMG National Trust Bank
Colorado
$16M 141,545 +1,055 +0.8%
NP
42
NorthRock Partners
Minnesota
$15.5M 136,590 +9,170 +7%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$15.3M 135,231 -301,869 -69%
CS
44
Credit Suisse
Switzerland
$14.9M 131,994 +123,088 +1,382%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$13.7M 120,793 -77,356 -39%
BC
46
Brinker Capital
Pennsylvania
$13.4M 118,463 +524 +0.4%
BCIM
47
Bishop & Co Investment Management
Pennsylvania
$13.3M 117,642 -3,633 -3%
IIC
48
Integrated Investment Consultants
Michigan
$13.2M 116,520 -2,551 -2%
TSS
49
Two Sigma Securities
New York
$13.1M 116,140 +116,140 New
AI
50
Accredited Investors
Minnesota
$13.1M 115,815 -6,222 -5%
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