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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

712 hedge funds and large institutions have $9.64B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 194 increasing their positions, 252 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+26
Holders Change %
+3.79%
% of All Funds
14.4%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.89%
New
71
Increased
194
Reduced
252
Closed
38
Calls
$4.31M
Puts
$27.5M
Net Calls
-$23.2M
Net Calls Change
-$24.8M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$30.7M
2
BCI
Brinker Capital Investments
Pennsylvania
+$25.6M
3
Wells Fargo
Wells Fargo
California
+$20.6M
4
CB
Commerce Bank
Missouri
+$11.7M
5
Ameriprise
Ameriprise
Minnesota
+$11.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$50M
2
Barclays
Barclays
United Kingdom
-$38M
3
TF
TIAA FSB
Florida
-$32.1M
4
AP
Advisors Preferred
Maryland
-$26.6M
5
UBS Group
UBS Group
Switzerland
-$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
526
BT Wealth Management
Georgia
$241K – – –
RBFC
527
Roman Butler Fullerton & Co
Missouri
$240K -$17.3K -200 -7%
PCA
528
Personal Capital Advisors
California
$240K +$240K +2,774 New
MAFM
529
Mid Atlantic Financial Management
Pennsylvania
$238K -$5.19K -56 -2%
AT
530
Arden Trust
Delaware
$238K -$1.56K -18 -0.7%
SWM
531
SeaCrest Wealth Management
New York
$238K – – –
SFA
532
Sequoia Financial Advisors
Ohio
$237K +$237K +2,744 New
CPIG
533
Chicago Partners Investment Group
Illinois
$236K +$236K +2,654 New
YIA
534
YHB Investment Advisors
Connecticut
$233K +$233K +2,694 New
WI
535
WrapManager Inc
California
$230K – – –
RSWM
536
Robertson Stephens Wealth Management
California
$229K +$173 +2 +0.1%
PWMAG
537
Pinnacle Wealth Management Advisory Group
New Jersey
$229K +$4.67K +54 +2%
FAM
538
Formidable Asset Management
Ohio
$228K -$18K -208 -7%
ACM
539
AlphaStar Capital Management
North Carolina
$228K – – –
AWM
540
Avior Wealth Management
Nebraska
$228K +$36.6K +424 +19%
MSAM
541
Moloney Securities Asset Management
Missouri
$227K +$227K +2,632 New
TC
542
Telemus Capital
Michigan
$226K -$18.5K -200 -8%
BFA
543
Bragg Financial Advisors
North Carolina
$226K – – –
MPW
544
MA Private Wealth
California
$225K +$173 +2 +0.1%
IWC
545
Integrated Wealth Concepts
Massachusetts
$222K -$387K -4,476 -64%
William Blair Investment Management
546
William Blair Investment Management
Illinois
$222K -$275K -3,182 -55%
ECG
547
EPIQ Capital Group
California
$222K +$346 +4 +0.2%
Lido Advisors
548
Lido Advisors
California
$222K +$222K +2,574 New
SYBT
549
Stock Yards Bank & Trust
Kentucky
$220K -$4.67K -54 -2%
PSF
550
Pacific Sun Financial
California
$220K +$220K +2,540 New
20 21
22
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