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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

590 hedge funds and large institutions have $7.74B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+16
Holders Change %
+2.79%
% of All Funds
12.83%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
58
Increased
176
Reduced
194
Closed
34
Calls
$11.8M
Puts
$10.2M
Net Calls
+$1.61M
Net Calls Change
-$60K

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.09B
2
Bank of America
2
Bank of America
North Carolina
$607M
3
Wells Fargo
3
Wells Fargo
California
$1.12B
4
Barclays
4
Barclays
United Kingdom
$48.2M
5
American Century Companies
5
American Century Companies
Missouri
$31.9M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$11.5M
2
Deutsche Bank
2
Deutsche Bank
Germany
$14.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$458M
4
SI
4
Stephens Inc
Arkansas
$58.2M
5
AssetMark Inc
5
AssetMark Inc
California
$8.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
601
Welch & Forbes
Massachusetts
– -$204K -3,004 Closed
OFW
602
Omnia Family Wealth
Florida
– -$185K -2,730 Closed
WTB
603
Washington Trust Bank
Washington
– -$136K -2,004 Closed
CAM
604
Cresset Asset Management
Illinois
– -$85K -1,260 Closed
HCA
605
Horan Capital Advisors
Ohio
– -$73K -1,080 Closed
FC
606
Ferris Capital
Massachusetts
– -$71K -1,046 Closed
FMTCOCP
607
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$64K -950 Closed
IC
608
Inscription Capital
Texas
– -$55K -808 Closed
FNC
609
First National Corp
Massachusetts
– -$45K -670 Closed
BMM
610
Buffington Mohr McNeal
Idaho
– -$33K -484 Closed
WA
611
WP Advisors
California
– -$307 -452 Closed
BWM
612
BerganKDV Wealth Management
Minnesota
– -$26K -390 Closed
WCM
613
WealthBridge Capital Management
Ohio
– -$25K -360 Closed
AIA
614
Alera Investment Advisors
Illinois
– -$21K -308 Closed
PCIA
615
Prime Capital Investment Advisors
Kansas
– -$19K -286 Closed
OWD
616
Osborn Williams & Donohoe
Ohio
– -$20K -282 Closed
AF
617
Allworth Financial
California
– -$12K -170 Closed
SWP
618
Strategic Wealth Partners
Ohio
– -$11K -166 Closed
AWM
619
Aevitas Wealth Management
Massachusetts
– -$6K -98 Closed
BWM
620
Baystate Wealth Management
Massachusetts
– -$5K -70 Closed
IP
621
Intellectus Partners
California
– -$4K -58 Closed
LWM
622
Liberty Wealth Management
California
– -$2K -34 Closed
RCM
623
Requisite Capital Management
Texas
– -$1K -14 Closed
ST
624
Sageworth Trust
Pennsylvania
– -$1K -10 Closed
NWA
625
New World Advisors
Massachusetts
– -$1K -8 Closed
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