IWP icon

iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

622 hedge funds and large institutions have $6.98B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 116 closing their positions.

Holders
622
Holders Change
-65
Holders Change %
-9.46%
% of All Funds
13.74%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.75%
New
63
Increased
172
Reduced
232
Closed
116
Calls
$8.51M
Puts
$8.31M
Net Calls
+$194K
Net Calls Change
-$231K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$653M
2
AFIMH
2
American Family Insurance Mutual Holding
Wisconsin
$159M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$98.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$57M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$64.6M
3
CM
3
Churchill Management
California
$8.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.7M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BFM
651
Boothbay Fund Management
New York
– – -2,505 Closed
EIM
652
Essex Investment Management
Massachusetts
– – -2,425 Closed
FSG
653
Financial Strategies Group
Michigan
– – -2,215 Closed
IAN
654
Integrated Advisors Network
Texas
– – -2,148 Closed
WP
655
WealthSource Partners
California
– – -2,123 Closed
CST
656
Charles Schwab Trust
Nevada
– – -2,051 Closed
LNWWM
657
Laird Norton Wetherby Wealth Management
California
– – -2,048 Closed
RBFC
658
Roman Butler Fullerton & Co
Missouri
– – -1,946 Closed
RP
659
Riverbridge Partners
Minnesota
– – -1,904 Closed
SXL
660
Summit X LLC
Missouri
– – -1,769 Closed
DC
661
Davenport & Co
Virginia
– – -1,745 Closed
SCM
662
Schnieders Capital Management
California
– – -1,745 Closed
TPA
663
Trivium Point Advisory
Connecticut
– – -1,743 Closed
GIA
664
Gladstone Institutional Advisory
Florida
– – -1,732 Closed
IC
665
Intersect Capital
California
– – -1,718 Closed
Macquarie Group
666
Macquarie Group
Australia
– – -1,686 Closed
RF
667
RHS Financial
California
– – -1,663 Closed
FLA
668
Financial Life Advisors
Texas
– – -1,641 Closed
OA
669
Oxbow Advisors
Texas
– – -1,640 Closed
CCMG
670
Clark Capital Management Group
Pennsylvania
– – -1,632 Closed
SW
671
SteelPeak Wealth
California
– – -1,628 Closed
WF
672
Welch & Forbes
Massachusetts
– – -1,598 Closed
WA
673
WealthTrust Axiom
Pennsylvania
– – -1,558 Closed
GC
674
Gratus Capital
Georgia
– – -1,555 Closed
TYCC
675
Texas Yale Capital Corp
Florida
– – -1,545 Closed
25 26
27
28 29