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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

284 hedge funds and large institutions have $2.82B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 26 closing their positions.

Holders
284
Holders Change
+8
Holders Change %
+2.9%
% of All Funds
8.21%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
36
Increased
96
Reduced
79
Closed
26
Calls
$3.77M
Puts
$1.44M
Net Calls
+$2.33M
Net Calls Change
+$2.31M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$35.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.3M
3
Bank of America
3
Bank of America
North Carolina
$246M
4
DGI
4
Disciplined Growth Investors
Minnesota
$18.8M
5
WT
5
Wilmington Trust
Delaware
$46.9M

Top Sellers

1
U
1
UBS
Switzerland
$111M
2
Invesco
2
Invesco
Georgia
$0
3
SIM
3
Sigma Investment Management
Oregon
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.3M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AT
76
Arden Trust
Delaware
$2.96M 68,984 -7,878 -10%
SCG
77
Strategic Capital Group
Washington
$2.94M 68,548 +68,548 New
BAM
78
Barrett Asset Management
New York
$2.82M 65,660 +6,210 +10%
GW
79
GW & Wade
Massachusetts
$2.72M 63,298 +5,862 +10%
BIM
80
BlackRock Investment Management
Delaware
$2.71M 63,102 – –
WTIM
81
Wilmington Trust Investment Management
Delaware
$2.52M 59,330 +33,334 +128%
HCMT
82
Highland Capital Management (Tennessee)
Tennessee
$2.52M 58,666 -3,200 -5%
BTS
83
BB&T Securities
Virginia
$2.5M 5,826 -50 -0.9%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$2.46M 57,266 +7,184 +14%
JWM
85
Jacobus Wealth Management
Wisconsin
$2.42M 56,364 +8,798 +18%
CTC
86
Central Trust Company
Missouri
$2.39M 55,678 +7,346 +15%
Two Sigma Investments
87
Two Sigma Investments
New York
$2.21M 51,470 +51,470 New
VFS
88
VSR Financial Services
Kansas
$2.18M 50,836 +576 +1%
WB
89
WesBanco Bank
West Virginia
$2.16M 50,282 +15,390 +44%
Barclays
90
Barclays
United Kingdom
$2.09M 48,976 -163,898 -77%
1IA
91
1834 Investment Advisors
Wisconsin
$2.02M 47,024 – –
AB
92
Atlas Brown
Kentucky
$1.97M 45,916 +45,916 New
M&T Bank
93
M&T Bank
New York
$1.95M 45,448 +27,752 +157%
RIM
94
Regent Investment Management
Kentucky
$1.91M 44,622 -900 -2%
AP
95
Advisors Preferred
Maryland
$1.89M 44,068 -3,250 -7%
CL
96
Choreo LLC
Illinois
$1.82M 42,498 +42,498 New
Ameriprise
97
Ameriprise
Minnesota
$1.75M 40,796 +8,338 +26%
RhumbLine Advisers
98
RhumbLine Advisers
Massachusetts
$1.74M 40,530 +20,250 +100%
OC
99
Oppenheimer & Co
New York
$1.74M 40,468 +502 +1%
CC
100
Courier Capital
New York
$1.72M 40,042 -238 -0.6%
2 3
4
5 6