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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

509 hedge funds and large institutions have $6.41B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 28 closing their positions.

Holders
509
Holders Change
+15
Holders Change %
+3.04%
% of All Funds
11.66%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.6%
New
45
Increased
153
Reduced
167
Closed
28
Calls
$759K
Puts
$393K
Net Calls
+$366K
Net Calls Change
+$1.38M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$356M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$43.7M
3
TF
3
TIAA FSB
Florida
$830M
4
SGAM
4
Stephens Group Asset Management
Arkansas
$93.9M
5
HPC
5
HM Payson & Co
Maine
$16M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$0
2
M&T Bank
2
M&T Bank
New York
$46.6M
3
TA
3
Teachers Advisors
New York
$0
4
LFAS
4
Level Four Advisory Services
Texas
$357K
5
Wells Fargo
5
Wells Fargo
California
$522M
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
26
Johnson Investment Counsel
Ohio
$42M 309,489 -253 -0.1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$40.7M 300,210 +20,875 +7%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$36.1M 266,555 -2,153 -0.8%
RJA
29
Raymond James & Associates
Florida
$34.6M 255,549 -1,608 -0.6%
Truist Financial
30
Truist Financial
North Carolina
$31.6M 232,762 +20,033 +9%
KeyBank National Association
31
KeyBank National Association
Ohio
$29.8M 219,682 +20,397 +10%
PWAG
32
Polaris Wealth Advisory Group
California
$29M 213,657 -132,166 -38%
NFG
33
Noven Financial Group
Colorado
$25.1M 184,838 +2,471 +1%
SS
34
Simplicity Solutions
Minnesota
$24.5M 180,568 +37,294 +26%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$24.1M 177,885 +71,988 +68%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$22.6M 166,690 -12,014 -7%
Creative Planning
37
Creative Planning
Kansas
$21.6M 159,562 -27,288 -15%
AssetMark Inc
38
AssetMark Inc
California
$21.5M 158,672 -6,423 -4%
BF
39
BOK Financial
Oklahoma
$21.2M 156,173 +4,016 +3%
CMO
40
Covenant Multifamily Offices
Texas
$20.6M 152,261 +46,616 +44%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$20.6M 151,831 -2,957 -2%
AWM
42
AE Wealth Management
Kansas
$20.3M 149,395 +17,778 +14%
ANTB
43
AMG National Trust Bank
Colorado
$20M 147,462 +2,076 +1%
UB
44
UMB Bank
Missouri
$19.8M 146,292 -3,271 -2%
NP
45
NorthRock Partners
Minnesota
$19.1M 140,199 +4,977 +4%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$18.4M 135,647 -50,957 -27%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$18.3M 135,244 – –
Two Sigma Advisers
48
Two Sigma Advisers
New York
$17.5M 128,900 -1,600 -1%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$16.9M 124,850 +4,096 +3%
IIC
50
Integrated Investment Consultants
Michigan
$16.5M 121,562 -1,652 -1%
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