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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 %
VHAM
501
Van Hulzen Asset Management
California
$228K +$5.18K +68 +2%
MAM
502
Mastrapasqua Asset Management
Tennessee
$226K – – –
WDL
503
Well Done LLC
Michigan
$224K – – –
CT
504
Cambridge Trust
Massachusetts
$223K +$223K +2,922 New
PCM
505
Parsons Capital Management
Rhode Island
$223K +$223K +2,924 New
HA
506
Harborview Advisors
Maine
$222K -$30.5K -400 -12%
KIA
507
KCM Investment Advisors
California
$220K – – –
CSPIA
508
Cary Street Partners Investment Advisory
Virginia
$220K +$220K +2,884 New
MAFM
509
Mid Atlantic Financial Management
Pennsylvania
$219K +$219K +2,872 New
OC
510
Oarsman Capital
Wisconsin
$218K – – –
ACA
511
Aptus Capital Advisors
Alabama
$218K – – –
RC
512
Rinet Company
Massachusetts
$217K – – –
CAAS
513
Capital Asset Advisory Services
Michigan
$212K +$212K +2,656 New
BFA
514
Bragg Financial Advisors
North Carolina
$211K +$211K +2,760 New
9WM
515
9258 Wealth Management
Ohio
$210K +$210K +2,748 New
MG
516
Mather Group
Illinois
$210K +$210K +2,748 New
CAS
517
Cascadia Advisory Services
Oregon
$210K +$210K +2,754 New
CF
518
Centaurus Financial
California
$209K +$209K +2,740 New
TGAM
519
TBH Global Asset Management
Tennessee
$208K +$208K +2,730 New
BSW
520
Buckingham Strategic Wealth
Missouri
$206K -$32.8K -430 -14%
LFAS
521
Level Four Advisory Services
Texas
$205K +$205K +2,676 New
CG
522
Caprock Group
Idaho
$205K +$205K +2,692 New
HF
523
Halpern Financial
Virginia
$204K +$204K +2,668 New
SFS
524
Sowell Financial Services
Arkansas
$202K -$272K -3,560 -57%
BG
525
Berry Group
Massachusetts
$201K +$201K +2,638 New
19 20
21
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