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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

409 hedge funds and large institutions have $4.9B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 136 increasing their positions, 119 reducing their positions, and 28 closing their positions.

Holders
409
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
10.21%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.55%
New
37
Increased
136
Reduced
119
Closed
28
Calls
$18.9M
Puts
$15.4M
Net Calls
+$3.41M
Net Calls Change
+$8.5M

Top Buyers

1
TF
1
TIAA FSB
Florida
$507M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$77.3M
3
LPL Financial
3
LPL Financial
California
$70.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$47.2M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$86.1M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$1.25M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60.9M
3
LFAS
3
Level Four Advisory Services
Texas
$347K
4
UBS Group
4
UBS Group
Switzerland
$209M
5
Goldman Sachs
5
Goldman Sachs
New York
$51.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WIC
76
Whitegate Investment Counselors
New Hampshire
$6.77M 62,647 -225 -0.4%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$6.41M 59,276 -5,567 -9%
JWM
78
Jacobus Wealth Management
Wisconsin
$6.18M 57,171 +2,675 +5%
FMWA
79
Forvis Mazars Wealth Advisors
Missouri
$6.14M 56,848 +4,045 +8%
CIM
80
Confluence Investment Management
Missouri
$6.01M 55,574 +5,368 +11%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$5.95M 55,035 +2,703 +5%
KCM
82
Karp Capital Management
California
$5.57M 51,555 +11,110 +27%
MBT
83
Monroe Bank & Trust
Michigan
$5.36M 49,599 -890 -2%
CAN
84
Cetera Advisor Networks
California
$5.33M 49,309 -32,671 -40%
GG
85
GenWealth Group
New Jersey
$5.32M 49,261 +49,261 New
CAM
86
Congress Asset Management
Massachusetts
$5.32M 49,238 +4,954 +11%
AWM
87
AE Wealth Management
Kansas
$5.29M 48,926 +14,675 +43%
FC
88
Forte Capital
New York
$5.21M 48,227 +565 +1%
SS
89
Simplicity Solutions
Minnesota
$5.17M 47,851 +13,512 +39%
SWPG
90
Strategic Wealth Partners Group
Illinois
$4.97M 46,021 -855 -2%
HS
91
Huntington Steele
Pennsylvania
$4.91M 45,417 -671 -1%
OAM
92
Occidental Asset Management
California
$4.87M 45,058 +860 +2%
DJSG
93
D.J. St. Germain
Massachusetts
$4.62M 42,769 +1,928 +5%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$4.58M 42,353 +29,206 +222%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.43M 40,945 +40,171 +5,190%
TI
96
Truepoint Inc
Ohio
$4.39M 40,208 -933 -2%
PGFC
97
Peapack-Gladstone Financial Corp
New Jersey
$4.33M 40,073 +4,224 +12%
SAM
98
Sequent Asset Management
Texas
$4.21M 38,960 – –
CBU
99
CIBC Bank USA
Illinois
$4.19M 38,743 -670 -2%
BlackRock
100
BlackRock
New York
$4.05M 37,458 -82 -0.2%
2 3
4
5 6