IWP icon

iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

494 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 140 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
11.33%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
34
Increased
140
Reduced
160
Closed
26
Calls
$4.84M
Puts
$5.86M
Net Calls
-$1.01M
Net Calls Change
+$10.1M

Top Buyers

1
TF
1
TIAA FSB
Florida
$753M
2
Morgan Stanley
2
Morgan Stanley
New York
$445M
3
SI
3
Stephens Inc
Arkansas
$74.1M
4
Ameriprise
4
Ameriprise
Minnesota
$79.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.6M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$76.3M
2
ZB
2
Zions Bancorporation
Utah
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$50.8M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$207M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAG
26
Polaris Wealth Advisory Group
California
$42.5M -$104K -1,694 -0.2%
JIC
27
Johnson Investment Counsel
Ohio
$39.3M -$302K -4,768 -0.8%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$35.4M +$4.34M +68,522 +14%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$34.1M -$353K -5,570 -1%
TA
30
Teachers Advisors
New York
$34M +$224K +3,538 +0.7%
RJA
31
Raymond James & Associates
Florida
$32.6M +$1.92M +30,330 +6%
LFAS
32
Level Four Advisory Services
Texas
$32M -$16.1K -254 -0.1%
Truist Financial
33
Truist Financial
North Carolina
$27M -$336K -5,296 -1%
KeyBank National Association
34
KeyBank National Association
Ohio
$25.3M +$4.44M +70,042 +21%
Creative Planning
35
Creative Planning
Kansas
$23.7M +$74.5K +1,176 +0.3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$23.6M +$11M +173,562 +87%
NFG
37
Noven Financial Group
Colorado
$23.1M -$1.85M -29,218 -7%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$22.6M +$186K +2,932 +0.8%
AssetMark Inc
39
AssetMark Inc
California
$20.9M +$2.09M +33,016 +11%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$19.6M -$369K -5,828 -2%
BF
41
BOK Financial
Oklahoma
$19.3M -$91.5K -1,444 -0.5%
UB
42
UMB Bank
Missouri
$19M -$1.07M -16,836 -5%
ANTB
43
AMG National Trust Bank
Colorado
$18.4M +$481K +7,588 +3%
SS
44
Simplicity Solutions
Minnesota
$18.2M +$4.71M +74,274 +35%
NP
45
NorthRock Partners
Minnesota
$17.1M +$260K +4,106 +2%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$17.1M -$10.1K -160 -0.1%
AWM
47
AE Wealth Management
Kansas
$16.7M +$2.78M +43,938 +20%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$16.5M -$722K -11,400 -4%
PSUF
49
People's United Financial
Connecticut
$15.6M +$1.57M +710 +11%
IIC
50
Integrated Investment Consultants
Michigan
$15.6M +$286K +4,518 +2%
1
2
3 4 5