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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

687 hedge funds and large institutions have $8.21B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+105
Holders Change %
+18.04%
% of All Funds
13.57%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
142
Increased
200
Reduced
174
Closed
27
Calls
$1.18M
Puts
$750K
Net Calls
+$425K
Net Calls Change
+$241K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$74.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.7M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$39.5M
4
CAM
Congress Asset Management
Massachusetts
+$15.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$10.7M

Top Sellers

1
SGAM
Stephens Group Asset Management
Arkansas
-$73.1M
2
Bank of America
Bank of America
North Carolina
-$47.6M
3
M&T Bank
M&T Bank
New York
-$44.3M
4
Barclays
Barclays
United Kingdom
-$39.2M
5
AP
Advisors Preferred
Maryland
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
476
Fiera Capital (Canada)
Quebec, Canada
$252K – – –
OA
477
Oxbow Advisors
Texas
$250K -$46.5K -610 -16%
FLA
478
Financial Life Advisors
Texas
$250K -$1.37K -18 -0.5%
CCMG
479
Clark Capital Management Group
Pennsylvania
$249K -$32.8K -430 -12%
BAM
480
Berkshire Asset Management
Pennsylvania
$249K – – –
SW
481
SteelPeak Wealth
California
$248K +$248K +3,256 New
FHA
482
Flagship Harbor Advisors
Massachusetts
$246K -$36.8K -482 -13%
AA
483
Ancora Advisors
Ohio
$244K – – –
NAS
484
Nicolet Advisory Services
Wisconsin
$244K +$152 +2 +0.1%
WF
485
Welch & Forbes
Massachusetts
$244K +$244K +3,196 New
BCM
486
Bourgeon Capital Management
Connecticut
$238K – – –
GC
487
Gratus Capital
Georgia
$237K – – –
WA
488
WealthTrust Axiom
Pennsylvania
$237K – – –
PWM
489
Perigon Wealth Management
California
$237K +$1.39K +18 +0.6%
TYCC
490
Texas Yale Capital Corp
Florida
$236K – – –
PV
491
Private Vista
Illinois
$235K – – –
CCM
492
Colorado Capital Management
Colorado
$235K – – –
FIM
493
Fernwood Investment Management
Massachusetts
$235K – – –
SFP
494
Strategic Financial Partners
Oregon
$235K +$235K +3,080 New
SYBT
495
Stock Yards Bank & Trust
Kentucky
$235K +$235K +3,090 New
Chevy Chase Trust
496
Chevy Chase Trust
Maryland
$234K – – –
BDF
497
Balasa Dinverno & Foltz
$231K -$137K -2,748 -37%
HFA
498
High Falls Advisors
New York
$231K -$60.6K -796 -21%
STB
499
S&T Bank
Pennsylvania
$230K +$230K +3,018 New
CFA
500
Carroll Financial Associates
North Carolina
$228K -$1.07K -14 -0.5%
18 19
20
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