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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
$675M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$108M
3
CAM
Congress Asset Management
Massachusetts
$77.9M
4
Bank of America
Bank of America
North Carolina
$499M
5
EWA
EP Wealth Advisors
California
$59.5M

Top Sellers

1
NFG
Noven Financial Group
Colorado
$0
2
SS
Simplicity Solutions
Minnesota
$753K
3
Neuberger Berman Group
Neuberger Berman Group
New York
$0
4
AWM
AE Wealth Management
Kansas
$731K
5
HPC
HM Payson & Co
Maine
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
526
NewEdge Advisors
Louisiana
$922 +$178 +3,138 +24%
BNP Paribas Financial Markets
527
BNP Paribas Financial Markets
France
$227 – – –
NFG
528
Noven Financial Group
Colorado
– -$25.1M -369,676 Closed
Neuberger Berman Group
529
Neuberger Berman Group
New York
– -$18.3M -270,488 Closed
GG
530
GenWealth Group
New Jersey
– -$12M -180,092 Closed
CWM
531
Cornerstone Wealth Management
Missouri
– -$671K -153,886 Closed
Susquehanna International Group
532
Susquehanna International Group
Pennsylvania
– -$4.56M -67,260 Closed
SG Americas Securities
533
SG Americas Securities
New York
– -$3.24M -47,762 Closed
FTS
534
Fifth Third Securities
Ohio
– -$1.69M -24,986 Closed
VF
535
Virtu Financial
New York
– -$1.65M -24,288 Closed
Two Sigma Investments
536
Two Sigma Investments
New York
– -$1.57M -23,220 Closed
Natixis Advisors
537
Natixis Advisors
Massachusetts
– -$1.55M -22,928 Closed
Renaissance Technologies
538
Renaissance Technologies
New York
– -$854K -12,600 Closed
GTAM
539
Global Trust Asset Management
Florida
– -$630K -9,300 Closed
William Blair Investment Management
540
William Blair Investment Management
Illinois
– -$472K -6,960 Closed
TW
541
Transform Wealth
Colorado
– -$450K -6,636 Closed
GC
542
Gratus Capital
Georgia
– -$428K -6,310 Closed
MPPLM
543
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$372K -5,490 Closed
SCM
544
Sterneck Capital Management
Missouri
– -$349K -5,142 Closed
PWM
545
Perigon Wealth Management
California
– -$341K -5,014 Closed
VAM
546
Visionary Asset Management
Texas
– -$313K -4,600 Closed
NEPWA
547
New England Private Wealth Advisors
Massachusetts
– -$307K -4,538 Closed
BCM
548
Bourgeon Capital Management
Connecticut
– -$278K -4,108 Closed
CS
549
Comerica Securities
Michigan
– -$277K -4,072 Closed
CT
550
Cambridge Trust
Massachusetts
– -$249K -3,670 Closed
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