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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
+$98.3M
2
Deutsche Bank
Deutsche Bank
Germany
+$67.8M
3
SGAM
Stephens Group Asset Management
Arkansas
+$32.9M
4
TF
TIAA FSB
Florida
+$20.2M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$12.2M

Top Sellers

1
EB
Eastern Bank
Massachusetts
-$25.8M
2
Morgan Stanley
Morgan Stanley
New York
-$25.1M
3
CG
Cutler Group
California
-$15.7M
4
Jane Street
Jane Street
New York
-$14.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
476
Catamount Wealth Management
Connecticut
$6K -$3.24K -54 -35%
AWM
477
Aevitas Wealth Management
Massachusetts
$6K +$6K +98 New
SWPG
478
Strategic Wealth Partners Group
Illinois
$5.34K -$173 -2,806 -3%
MWM
479
Mascoma Wealth Management
New Hampshire
$5K – – –
CFD
480
Creative Financial Designs
Indiana
$4K – – –
IP
481
Intellectus Partners
California
$4K – – –
PG
482
Patten Group
Tennessee
$4K +$4K +60 New
VNA
483
Valley National Advisers
Pennsylvania
$3K – – –
ME
484
McIlrath & Eck
Washington
$3K – – –
AWM
485
Avior Wealth Management
Nebraska
$3K +$3K +54 New
OIA
486
OneDigital Investment Advisors
Kansas
$2K – – –
AFNAS
487
American Financial Network Advisory Services
California
$1.03K -$5.83K -1,502 -85%
RFM
488
Royal Fund Management
Florida
$1K -$5.54K -144 -85%
GWS
489
Glassman Wealth Services
Virginia
$1K -$2K -20 -67%
AAP
490
Arax Advisory Partners
Colorado
$1K – – –
BNP Paribas Financial Markets
491
BNP Paribas Financial Markets
France
$246 – – –
Wellington Management Group
492
Wellington Management Group
Massachusetts
– -$12.5M -207,868 Closed
TSS
493
Two Sigma Securities
New York
– -$11.3M -186,860 Closed
Westfield Capital Management
494
Westfield Capital Management
Massachusetts
– -$6.07M -100,700 Closed
Susquehanna International Group
495
Susquehanna International Group
Pennsylvania
– -$4.86M -80,630 Closed
DJSG
496
D.J. St. Germain
Massachusetts
– -$4.62M -76,664 Closed
PCM
497
Price Capital Management
Louisiana
– -$3.53M -58,440 Closed
BAM
498
Belpointe Asset Management
Nevada
– -$3.37M -55,900 Closed
TRCT
499
Tower Research Capital (TRC)
New York
– -$1.48M -24,516 Closed
Natixis Advisors
500
Natixis Advisors
Massachusetts
– -$1.22M -20,164 Closed
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