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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

492 hedge funds and large institutions have $5.64B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 166 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
11.29%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.78%
New
48
Increased
148
Reduced
166
Closed
34
Calls
$16.2M
Puts
$27.3M
Net Calls
-$11.1M
Net Calls Change
-$21.4M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$129M
2
Deutsche Bank
Deutsche Bank
Germany
$67.8M
3
SGAM
Stephens Group Asset Management
Arkansas
$77.7M
4
TF
TIAA FSB
Florida
$638M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$21.8M

Top Sellers

1
EB
Eastern Bank
Massachusetts
$1.26M
2
Morgan Stanley
Morgan Stanley
New York
$405M
3
CG
Cutler Group
California
$596K
4
Jane Street
Jane Street
New York
$2.78M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$14.3M -$780K -12,568 -5%
AWM
52
AE Wealth Management
Kansas
$13.5M +$3.49M +56,834 +35%
AI
53
Accredited Investors
Minnesota
$13.5M -$217K -3,528 -2%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$742K +12,078 +6%
BPB
55
Badgley, Phelps & Bell
Washington
$13.3M +$478K +7,782 +4%
BCIM
56
Bishop & Co Investment Management
Pennsylvania
$13.3M -$1.23M -20,086 -9%
SS
57
Simplicity Solutions
Minnesota
$13.1M +$3.27M +53,208 +33%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$12.9M -$538K -8,750 -4%
MA
59
MUFG Americas
New York
$12.7M +$628K +10,220 +5%
OCM
60
One Capital Management
California
$12.6M -$262K -4,260 -2%
SCM
61
Sterling Capital Management
North Carolina
$12.5M -$1.28M -20,862 -9%
SFSG
62
Stearns Financial Services Group
North Carolina
$12.3M -$82.6K -1,344 -0.7%
Stifel Financial
63
Stifel Financial
Missouri
$12.2M +$3.44M +56,200 +39%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$12.2M -$12.1M -198,052 -50%
UCFA
65
United Capital Financial Advisors
Texas
$12M +$979K +15,932 +9%
JFG
66
JMG Financial Group
Illinois
$11.7M -$70.9K -1,154 -0.6%
AG
67
Advisor Group
Arizona
$11.6M -$465K -7,568 -4%
LFWA
68
LBJ Family Wealth Advisors
Texas
$11.3M +$45.6K +742 +0.4%
SQA
69
Simon Quick Advisors
New Jersey
$10.9M +$7.49M +121,906 +222%
I2I
70
Insight 2811 Inc
Illinois
$10.8M +$62.3K +1,014 +0.6%
GG
71
GenWealth Group
New Jersey
$10.6M +$4.25M +69,082 +66%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$10.2M +$1.28M +20,872 +14%
CS
73
Credit Suisse
Switzerland
$10.1M +$8.47M +137,764 +507%
AP
74
Advisors Preferred
Maryland
$10.1M +$10.1M +164,930 New
CA
75
Cetera Advisors
Colorado
$9.87M -$279K -4,540 -3%
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3
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