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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

274 hedge funds and large institutions have $2.83B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 25 closing their positions.

Holders
274
Holders Change
-10
Holders Change %
-3.52%
% of All Funds
7.88%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.4%
New
17
Increased
88
Reduced
92
Closed
25
Calls
$2.2M
Puts
$269K
Net Calls
+$1.93M
Net Calls Change
-$392K

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$82.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$43M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$123M
4
WT
4
Wilmington Trust
Delaware
$57.9M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$114M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
PWAG
2
Polaris Wealth Advisory Group
California
$21.6M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$552K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$168M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$40.5M
Name Market Value Shares Shares
Change 		Shares
Change %
GW
76
GW & Wade
Massachusetts
$2.77M 30,935 -714 -2%
AT
77
Arden Trust
Delaware
$2.77M 30,876 -3,616 -10%
WTIM
78
Wilmington Trust Investment Management
Delaware
$2.7M 30,537 +872 +3%
Ameriprise
79
Ameriprise
Minnesota
$2.64M 29,725 +9,327 +46%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$2.64M 29,458 -149,417 -84%
CTC
81
Central Trust Company
Missouri
$2.59M 28,880 +1,041 +4%
BTS
82
BB&T Securities
Virginia
$2.58M 2,886 -27 -0.9%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$2.57M 28,679 +46 +0.2%
HCMT
84
Highland Capital Management (Tennessee)
Tennessee
$2.56M 28,533 -800 -3%
JWM
85
Jacobus Wealth Management
Wisconsin
$2.55M 28,500 +318 +1%
AB
86
Atlas Brown
Kentucky
$2.29M 25,579 +2,621 +11%
1IA
87
1834 Investment Advisors
Wisconsin
$2.11M 23,512 – –
CL
88
Choreo LLC
Illinois
$1.89M 21,053 -196 -0.9%
OC
89
Oppenheimer & Co
New York
$1.8M 20,070 -164 -0.8%
CC
90
Courier Capital
New York
$1.79M 20,032 +11 +0.1%
Deutsche Bank
91
Deutsche Bank
Germany
$1.78M 19,911 -34,197 -63%
BJL
92
Brighton Jones LLC
Washington
$1.72M 19,179 – –
OC
93
Oakworth Capital
Alabama
$1.69M 18,879 +2,276 +14%
Stifel Financial
94
Stifel Financial
Missouri
$1.68M 18,798 +530 +3%
NCMW
95
Northern Capital Management (Wisconsin)
Wisconsin
$1.66M 18,568 -530 -3%
CM
96
Churchill Management
California
$1.65M 18,363 +1,187 +7%
CIG
97
Consolidated Investment Group
Colorado
$1.62M 18,080 – –
VFS
98
VSR Financial Services
Kansas
$1.51M 16,801 -8,617 -34%
HighTower Advisors
99
HighTower Advisors
Illinois
$1.5M 16,484 +2,484 +18%
PSI
100
Pinnacle Summer Investments
Virginia
$1.43M 16,125 +16,125 New
2 3
4
5 6