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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

686 hedge funds and large institutions have $8.96B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 184 increasing their positions, 247 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+64
Holders Change %
+10.29%
% of All Funds
14.1%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.95%
New
104
Increased
184
Reduced
247
Closed
35
Calls
$3.46M
Puts
$1.9M
Net Calls
+$1.56M
Net Calls Change
+$1.37M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$79.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$53.7M
3
Barclays
Barclays
United Kingdom
+$34.7M
4
AP
Advisors Preferred
Maryland
+$32.2M
5
AAP
Arax Advisory Partners
Colorado
+$26M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$187M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
3
SF
Synovus Financial
Georgia
-$53.8M
4
TF
TIAA FSB
Florida
-$53.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
501
Bourgeon Capital Management
Connecticut
$246K – – –
WA
502
WealthTrust Axiom
Pennsylvania
$246K +$246K +3,116 New
FIM
503
Fernwood Investment Management
Massachusetts
$244K +$244K +3,086 New
TYCC
504
Texas Yale Capital Corp
Florida
$244K +$244K +3,090 New
GIM
505
Goelzer Investment Management
Indiana
$242K -$56.3K -712 -19%
PWM
506
Perigon Wealth Management
California
$242K – – –
FFC
507
First Financial Corp
Indiana
$242K +$158K +2,000 +189%
IC
508
Intersect Capital
California
$240K +$240K +3,036 New
STB
509
S&T Bank
Pennsylvania
$239K +$239K +3,018 New
TGAM
510
TBH Global Asset Management
Tennessee
$237K +$237K +3,002 New
CFA
511
Carroll Financial Associates
North Carolina
$236K – – –
CCA
512
Clearwater Capital Advisors
Illinois
$235K -$152K -1,930 -39%
RBFC
513
Roman Butler Fullerton & Co
Missouri
$235K +$235K +2,976 New
CIR
514
Clear Investment Research
Georgia
$234K +$51.2K +646 +28%
TC
515
TownSquare Capital
Utah
$232K -$127K -1,600 -35%
CWM
516
CCG Wealth Management
California
$230K -$56.4K -714 -20%
TNA
517
True North Advisors
Texas
$230K -$39.5K -500 -15%
TPA
518
Trivium Point Advisory
Connecticut
$229K +$229K +2,812 New
FHA
519
Flagship Harbor Advisors
Massachusetts
$228K -$20.9K -266 -8%
PCM
520
Parsons Capital Management
Rhode Island
$228K +$228K +2,884 New
HFA
521
High Falls Advisors
New York
$228K +$228K +2,890 New
OC
522
Oarsman Capital
Wisconsin
$226K +$226K +2,856 New
WF
523
Welch & Forbes
Massachusetts
$225K +$225K +2,846 New
RC
524
Rinet Company
Massachusetts
$225K +$225K +2,850 New
FAM
525
Formidable Asset Management
Ohio
$224K +$224K +2,840 New
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