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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
Wells Fargo
California
+$237M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93M
3
CAM
Congress Asset Management
Massachusetts
+$75.6M
4
Bank of America
Bank of America
North Carolina
+$59.5M
5
EWA
EP Wealth Advisors
California
+$58.3M

Top Sellers

1
NFG
Noven Financial Group
Colorado
-$25.1M
2
SS
Simplicity Solutions
Minnesota
-$19.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$18.3M
4
AWM
AE Wealth Management
Kansas
-$16.2M
5
HPC
HM Payson & Co
Maine
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
501
TCI Wealth Advisors
Arizona
$10K – – –
DAM
502
Delta Asset Management
Tennessee
$10K – – –
TCM
503
Tradewinds Capital Management
Washington
$10K – – –
NSB
504
Norway Savings Bank
Maine
$10K – – –
SWP
505
Strategic Wealth Partners
Ohio
$10K – – –
NCM
506
Next Capital Management
New York
$10K +$10K +184 New
IF
507
Ironwood Financial
Arizona
$9K – – –
SBL
508
Sargent Bickham Lagudis
Colorado
$6K – – –
AWM
509
Aevitas Wealth Management
Massachusetts
$6K – – –
RFA
510
Reilly Financial Advisors
California
$6K – – –
CA
511
Crewe Advisors
Utah
$6K – – –
PFBT
512
Parkside Financial Bank & Trust
Missouri
$6K +$3.18K +52 +113%
DWM
513
Doyle Wealth Management
Florida
$6K +$6K +104 New
MWM
514
Mascoma Wealth Management
New Hampshire
$5K – – –
FGC
515
Financial Gravity Companies
Texas
$5K +$5K +76 New
BWM
516
Baystate Wealth Management
Massachusetts
$4K +$4K +70 New
EWM
517
Elmwood Wealth Management
California
$4K +$4K +72 New
LC
518
Lindbrook Capital
California
$4K +$4K +78 New
CWM
519
Catamount Wealth Management
Connecticut
$3K -$1.5K -20 -33%
VNA
520
Valley National Advisers
Pennsylvania
$3K – – –
PG
521
Patten Group
Tennessee
$2K – – –
CAM
522
Cresset Asset Management
Illinois
$2K +$2K +28 New
GT
523
Glenmede Trust
Pennsylvania
$1.44K +$1.44K +25,402 New
GWS
524
Glassman Wealth Services
Virginia
$1K – – –
LWM
525
Liberty Wealth Management
California
$1K +$1K +34 New
19 20
21
22 23