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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

527 hedge funds and large institutions have $5.79B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 164 increasing their positions, 149 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+18
Holders Change %
+3.54%
% of All Funds
11.76%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.58%
New
88
Increased
164
Reduced
149
Closed
65
Calls
$4.46M
Puts
$3.98M
Net Calls
+$478K
Net Calls Change
+$112K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$675M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$108M
3
CAM
3
Congress Asset Management
Massachusetts
$77.9M
4
Bank of America
4
Bank of America
North Carolina
$499M
5
EWA
5
EP Wealth Advisors
California
$59.5M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$0
2
SS
2
Simplicity Solutions
Minnesota
$753K
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$0
4
AWM
4
AE Wealth Management
Kansas
$731K
5
HPC
5
HM Payson & Co
Maine
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$46M +$269K +4,740 +0.6%
M&T Bank
27
M&T Bank
New York
$40.9M +$1.85M +32,488 +5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$39.8M +$5.62M +98,858 +16%
JIC
29
Johnson Investment Counsel
Ohio
$34.7M -$499K -8,776 -1%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$33.7M -$2.96M -52,000 -8%
RJA
31
Raymond James & Associates
Florida
$32.7M +$3.66M +64,294 +13%
Truist Financial
32
Truist Financial
North Carolina
$30.7M +$4.19M +73,748 +16%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$28M -$2.33M -40,964 -8%
KeyBank National Association
34
KeyBank National Association
Ohio
$25.5M +$479K +8,432 +2%
PWAG
35
Polaris Wealth Advisory Group
California
$23.8M -$478K -8,402 -2%
Creative Planning
36
Creative Planning
Kansas
$19.4M +$1.3M +22,814 +7%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$18M +$775K +13,636 +4%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$17.8M +$3.65M +64,186 +26%
CMO
39
Covenant Multifamily Offices
Texas
$17.4M +$86K +1,512 +0.5%
GW
40
GW & Wade
Massachusetts
$17.1M +$11.9M +209,294 +231%
BF
41
BOK Financial
Oklahoma
$16.4M -$1.31M -23,120 -7%
NP
42
NorthRock Partners
Minnesota
$16.4M +$480K +8,442 +3%
ANTB
43
AMG National Trust Bank
Colorado
$16.4M -$385K -6,766 -2%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$15.7M +$8.57M +150,748 +120%
SCM
45
Sterling Capital Management
North Carolina
$15.6M +$4.48M +78,800 +40%
IIC
46
Integrated Investment Consultants
Michigan
$15.3M +$1.44M +25,374 +10%
AssetMark Inc
47
AssetMark Inc
California
$14.7M -$3.33M -58,574 -18%
RWA
48
Redhawk Wealth Advisors
Minnesota
$14.4M +$14.4M +221,922 New
WTB
49
Washington Trust Bank
Washington
$14.3M +$14.3M +250,996 +43,275%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$14M -$6.2M -108,996 -31%
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