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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 %
FCA
551
FinTrust Capital Advisors
South Carolina
$120K – – –
RG
552
Retirement Group
California
$117K +$117K +1,528 New
LAS
553
Lloyd Advisory Services
Georgia
$114K +$114K +1,496 New
PCA
554
Providence Capital Advisors
North Carolina
$111K – – –
VCM
555
Vigilant Capital Management
Maine
$111K – – –
FNBOSM
556
First National Bank of South Miami
Florida
$107K – – –
AIM
557
Acropolis Investment Management
Missouri
$106K +$106K +1,388 New
AIC
558
Archer Investment Corporation
Indiana
$100K – – –
TC
559
Trust Company
Kansas
$96K – – –
Deutsche Bank
560
Deutsche Bank
Germany
$92K -$115K -1,520 -56%
TFS
561
TrustCore Financial Services
Tennessee
$92K – – –
HCA
562
Horan Capital Advisors
Ohio
$82K – – –
PC
563
Permanens Capital
New York
$82K +$7.64K +100 +10%
FFC
564
First Financial Corp
Indiana
$81K – – –
CFG
565
Citizens Financial Group
Rhode Island
$81K +$41.7K +550 +106%
BFO
566
Biltmore Family Office
North Carolina
$78K +$1.23K +16 +2%
FEG
567
Financial Enhancement Group
Indiana
$76K – – –
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$76K +$69.9K +910 +1,138%
RWA
569
Ropes Wealth Advisors
Massachusetts
$75K – – –
SIAP
570
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$74K – – –
CIAS
571
CBIZ Investment Advisory Services
Ohio
$74K – – –
BWL
572
Bogart Wealth LLC
Virginia
$72K -$2.76K -36 -4%
EFSCE
573
Enterprise Financial Services Corp (EFSC)
Missouri
$72K – – –
FANJ
574
Financial Architects (New Jersey)
New Jersey
$72K +$17.4K +228 +32%
CFB
575
Cullen/Frost Bankers
Texas
$71K +$1.83K +24 +3%
21 22
23
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