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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
$122M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$175M
3
FCBT
First Citizens Bank & Trust
North Carolina
$40.5M
4
CAM
Congress Asset Management
Massachusetts
$22.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59M

Top Sellers

1
SGAM
Stephens Group Asset Management
Arkansas
$56.1M
2
Bank of America
Bank of America
North Carolina
$590M
3
M&T Bank
M&T Bank
New York
$0
4
Barclays
Barclays
United Kingdom
$462K
5
AP
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTCOCP
676
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$5K +68 New
CWC
677
Carolinas Wealth Consulting
North Carolina
$5K +$5K +68 New
LC
678
Lindbrook Capital
California
$4K – – –
M
679
MOTCO
Texas
$4K +$4K +50 New
DY
680
Dowling & Yahnke
California
$3K +$3K +36 New
SIS
681
SVB Investment Services
Utah
$3K +$3K +38 New
SWM
682
Selective Wealth Management
Virginia
$2K – – –
HI
683
Human Investing
Oregon
$2K +$2K +28 New
FCH
684
Freestone Capital Holdings
Washington
$1.11K +$99 +1,292 +10%
BRC
685
Bell Rock Capital
Delaware
$1K – – –
LPWM
686
Lake Point Wealth Management
Texas
$1K +$1K +8 New
RMAM
687
Raab & Moskowitz Asset Management
New Jersey
$1K +$1K +22 New
BNP Paribas Financial Markets
688
BNP Paribas Financial Markets
France
$305 – – –
M&T Bank
689
M&T Bank
New York
– -$44.3M -626,384 Closed
AP
690
Advisors Preferred
Maryland
– -$36.3M -513,960 Closed
CS
691
Credit Suisse
Switzerland
– -$11.7M -164,870 Closed
FMT
692
First Mercantile Trust
Tennessee
– -$7.74M -109,474 Closed
Axa
693
Axa
France
– -$5.93M -83,908 Closed
FIG
694
FundX Investment Group
California
– -$3.16M -44,752 Closed
GSWM
695
Golden State Wealth Management
California
– -$1.7M -24,046 Closed
Susquehanna International Group
696
Susquehanna International Group
Pennsylvania
– -$945K -13,374 Closed
FTIOP
697
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$632K -8,948 Closed
UBS AM
698
UBS AM
Illinois
– -$605K -8,564 Closed
SWA
699
Stratos Wealth Advisors
Ohio
– -$447K -6,324 Closed
TSS
700
Two Sigma Securities
New York
– -$255K -3,614 Closed
25 26 27
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