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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

276 hedge funds and large institutions have $2.81B invested in iShares Russell Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
276
Holders Change
+40
Holders Change %
+16.95%
% of All Funds
8.02%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.46%
New
60
Increased
87
Reduced
76
Closed
15
Calls
$1.12M
Puts
$1.11M
Net Calls
+$17K
Net Calls Change
+$612K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$218M
2
SIM
2
Sigma Investment Management
Oregon
$26.9M
3
PWAG
3
Polaris Wealth Advisory Group
California
$49.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$20.6M
5
U
5
UBS
Switzerland
$226M

Top Sellers

1
CB
1
Commerce Bank
Missouri
$53.6M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$30.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$805K
4
Comerica Bank
4
Comerica Bank
Texas
$9.99M
5
Barclays
5
Barclays
United Kingdom
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
HCMT
76
Highland Capital Management (Tennessee)
Tennessee
$2.61M 30,933 -35 -0.1%
Northern Trust
77
Northern Trust
Illinois
$2.58M 30,533 -14,497 -32%
BAM
78
Barrett Asset Management
New York
$2.51M 29,725 +7,005 +31%
BTS
79
BB&T Securities
Virginia
$2.48M 2,938 -2 -0.1%
FMBTD
80
First Midwest Bank Trust Division
Illinois
$2.45M 29,077 +11,035 +61%
GW
81
GW & Wade
Massachusetts
$2.42M 28,718 +1,230 +4%
MMLI
82
Massachusetts Mutual Life Insurance
Massachusetts
$2.33M 27,661 +3,227 +13%
VFS
83
VSR Financial Services
Kansas
$2.12M 25,130 +14,050 +127%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$2.11M 25,041 +1,711 +7%
CTC
85
Central Trust Company
Missouri
$2.04M 24,166 +14,243 +144%
JWM
86
Jacobus Wealth Management
Wisconsin
$2.01M 23,783 +733 +3%
AP
87
Advisors Preferred
Maryland
$2M 23,659 +23,659 New
1IA
88
1834 Investment Advisors
Wisconsin
$1.98M 23,512 – –
NIP
89
Nicholas Investment Partners
California
$1.98M 23,482 +23,482 New
RIM
90
Regent Investment Management
Kentucky
$1.92M 22,761 +167 +0.7%
GT
91
Glenmede Trust
Pennsylvania
$1.88M 22,246 +11,076 +99%
CC
92
Courier Capital
New York
$1.7M 20,140 – –
FA
93
FCG Advisors
New Jersey
$1.69M 20,071 -3,170 -14%
OC
94
Oppenheimer & Co
New York
$1.69M 19,983 -340 -2%
MWM
95
Merriman Wealth Management
Washington
$1.67M 19,743 +160 +0.8%
NCMW
96
Northern Capital Management (Wisconsin)
Wisconsin
$1.62M 19,198 – –
BJL
97
Brighton Jones LLC
Washington
$1.62M 19,172 +7 +0%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$1.58M 18,713 +304 +2%
DGI
99
Disciplined Growth Investors
Minnesota
$1.54M 18,250 +18,250 New
CIG
100
Consolidated Investment Group
Colorado
$1.53M 18,080 – –
2 3
4
5 6