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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

492 hedge funds and large institutions have $5.64B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 166 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
11.29%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.78%
New
48
Increased
148
Reduced
166
Closed
34
Calls
$16.2M
Puts
$27.3M
Net Calls
-$11.1M
Net Calls Change
-$21.4M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$129M
2
Deutsche Bank
Deutsche Bank
Germany
$67.8M
3
SGAM
Stephens Group Asset Management
Arkansas
$77.7M
4
TF
TIAA FSB
Florida
$638M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$21.8M

Top Sellers

1
EB
Eastern Bank
Massachusetts
$1.26M
2
Morgan Stanley
Morgan Stanley
New York
$405M
3
CG
Cutler Group
California
$596K
4
Jane Street
Jane Street
New York
$2.78M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
26
Zions Bancorporation
Utah
$43.1M +$2.73M +44,472 +7%
PWAG
27
Polaris Wealth Advisory Group
California
$42.6M -$1.26M -20,426 -3%
JIC
28
Johnson Investment Counsel
Ohio
$38.4M +$45.4K +738 +0.1%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$33.4M -$4.23M -68,832 -11%
TA
30
Teachers Advisors
New York
$32.8M – – –
LFAS
31
Level Four Advisory Services
Texas
$31.1M -$1.97M -32,074 -6%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$30.1M +$3.11M +50,620 +12%
RJA
33
Raymond James & Associates
Florida
$29.8M +$1.83M +29,744 +7%
Truist Financial
34
Truist Financial
North Carolina
$26.5M +$723K +11,762 +3%
NFG
35
Noven Financial Group
Colorado
$24.2M +$1.12M +18,162 +5%
Creative Planning
36
Creative Planning
Kansas
$22.9M +$47.8K +778 +0.2%
FMWA
37
Forvis Mazars Wealth Advisors
Missouri
$21.8M +$12.2M +198,546 +127%
KeyBank National Association
38
KeyBank National Association
Ohio
$20.2M -$4.42M -71,876 -18%
UB
39
UMB Bank
Missouri
$19.4M -$167K -2,712 -0.9%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$19.4M -$597K -9,712 -3%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$19.3M +$531K +8,638 +3%
BF
42
BOK Financial
Oklahoma
$18.8M -$845K -13,750 -4%
AssetMark Inc
43
AssetMark Inc
California
$18.3M +$2.25M +36,656 +14%
ANTB
44
AMG National Trust Bank
Colorado
$17.4M -$90.6K -1,474 -0.5%
MML Investors Services
45
MML Investors Services
Massachusetts
$17.4M -$693K -11,268 -4%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$16.7M -$996K -16,200 -6%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$16.6M -$4.87M -79,144 -23%
NP
48
NorthRock Partners
Minnesota
$16.4M -$769K -12,512 -4%
IIC
49
Integrated Investment Consultants
Michigan
$14.9M +$14.9M +241,910 New
BC
50
Brinker Capital
Pennsylvania
$14.4M -$1.79M -29,132 -11%
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