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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

329 hedge funds and large institutions have $4.09B invested in iShares Russell Mid-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 95 reducing their positions, and 29 closing their positions.

Holders
329
Holders Change
+6
Holders Change %
+1.86%
% of All Funds
8.78%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.59%
New
41
Increased
115
Reduced
95
Closed
29
Calls
$2.51M
Puts
$803K
Net Calls
+$1.7M
Net Calls Change
+$333K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$68.2M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$83.8M
3
FMP
3
Financial Management Professionals
Texas
$41.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$91.6M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$34.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$354M
2
MAA
2
Managed Account Advisors
New Jersey
$13.9M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$21.6M
4
Comerica Bank
4
Comerica Bank
Texas
$11.6M
5
CMO
5
Covenant Multifamily Offices
Texas
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PSI
76
Pinnacle Summer Investments
Virginia
$4.63M 47,296 -572 -1%
Ameriprise
77
Ameriprise
Minnesota
$4.37M 44,570 +1,176 +3%
B
78
Baird
Wisconsin
$4.3M 43,881 +6,606 +18%
HS
79
Huntington Steele
Pennsylvania
$4.25M 43,411 -1,043 -2%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$4.18M 42,726 +5,771 +16%
Wellington Management Group
81
Wellington Management Group
Massachusetts
$3.99M 40,761 +33,669 +475%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$3.9M 39,790 -378 -0.9%
SAM
83
Sequent Asset Management
Texas
$3.82M 38,960 – –
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$3.81M 38,869 +11,038 +40%
CBU
85
CIBC Bank USA
Illinois
$3.57M 36,401 +3,034 +9%
CTC
86
Central Trust Company
Missouri
$3.52M 35,961 +4,009 +13%
V
87
Veritable
Delaware
$3.52M 35,896 – –
FBNAT
88
FirstMerit Bank N.A. Trustee
Ohio
$3.48M 35,548 -282 -0.8%
WB
89
WesBanco Bank
West Virginia
$3.4M 34,704 +28 +0.1%
Northern Trust
90
Northern Trust
Illinois
$3.35M 34,204 -10,910 -24%
JWM
91
Jacobus Wealth Management
Wisconsin
$3.31M 33,756 +1,548 +5%
HFS
92
HL Financial Services
Kentucky
$3.27M 33,366 -53,802 -62%
BAM
93
Barrett Asset Management
New York
$3.22M 32,875 +393 +1%
KCM
94
Karp Capital Management
California
$3.15M 32,165 +1,375 +4%
BTS
95
BB&T Securities
Virginia
$3.04M 3,103 -615 -17%
Barclays
96
Barclays
United Kingdom
$2.91M 30,046 +5,541 +23%
UCFA
97
United Capital Financial Advisors
Texas
$2.82M 29,031 +6,778 +30%
DGI
98
Disciplined Growth Investors
Minnesota
$2.82M 28,800 -18,900 -40%
FC
99
Forte Capital
New York
$2.81M 28,456 -679 -2%
LFG
100
LifePlan Financial Group
Ohio
$2.8M 28,623 -1,053 -4%
2 3
4
5 6