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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 %
FA
101
FCG Advisors
New Jersey
$1.41M 15,231 -1,282 -8%
Barclays
102
Barclays
United Kingdom
$1.41M 15,804 -8,684 -35%
UCFA
103
United Capital Financial Advisors
Texas
$1.4M 15,652 +6,200 +66%
TFA
104
Transamerica Financial Advisors
Florida
$1.39M 15,553 -2,080 -12%
AI
105
Atria Investments
North Carolina
$1.35M 15,067 -25 -0.2%
BUB
106
BBVA USA Bancshares
Texas
$1.31M 14,618 -667 -4%
MCM
107
Murphy Capital Management
New Jersey
$1.25M 13,949 -746 -5%
CDIA
108
Capital Directions Investment Advisors
Georgia
$1.23M 13,716 – –
FUBT
109
First United Bank & Trust
Maryland
$1.16M 12,954 +486 +4%
GIA
110
GHP Investment Advisors
Colorado
$1.15M 12,852 +1 +0%
BCM
111
Barometer Capital Management
Ontario, Canada
$1.15M 12,800 – –
Creative Planning
112
Creative Planning
Kansas
$1.13M 12,618 +2,149 +21%
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$1.11M 12,373 -64,206 -84%
ANB
114
Amarillo National Bank
Texas
$1.1M 12,334 +5,714 +86%
ONB
115
Old National Bancorp
Indiana
$1.05M 11,745 +935 +9%
HC
116
HHG & Company
Connecticut
$1.03M 11,486 +1 +0%
CWM
117
Cranbrook Wealth Management
Michigan
$1.03M 11,449 -56 -0.5%
GT
118
Glenmede Trust
Pennsylvania
$1.01M 11,270 +100 +0.9%
DDPIC
119
Deroy & Devereaux Private Investment Counsel
Michigan
$985K 11,000 – –
TCM
120
TimesSquare Capital Management
New York
$949K 10,600 -2,500 -19%
FCI
121
Financial Counselors Inc
Kansas
$938K 10,469 -470 -4%
RFC
122
Regions Financial Corp
Alabama
$920K 10,278 +1,233 +14%
BPB
123
Badgley, Phelps & Bell
Washington
$885K 9,880 – –
CBU
124
CIBC Bank USA
Illinois
$875K 9,773 -3,865 -28%
MC
125
Mathes Company
New York
$864K 9,650 -1,200 -11%
3 4
5
6 7