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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

276 hedge funds and large institutions have $2.81B invested in iShares Russell Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
276
Holders Change
+40
Holders Change %
+16.95%
% of All Funds
8.02%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.46%
New
60
Increased
87
Reduced
76
Closed
15
Calls
$1.12M
Puts
$1.11M
Net Calls
+$17K
Net Calls Change
+$612K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$218M
2
SIM
2
Sigma Investment Management
Oregon
$26.9M
3
PWAG
3
Polaris Wealth Advisory Group
California
$49.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$20.6M
5
U
5
UBS
Switzerland
$226M

Top Sellers

1
CB
1
Commerce Bank
Missouri
$53.6M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$30.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$805K
4
Comerica Bank
4
Comerica Bank
Texas
$9.99M
5
Barclays
5
Barclays
United Kingdom
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
126
Goldman Sachs
New York
$805K 9,543 -99,633 -91%
TI
127
Truepoint Inc
Ohio
$785K 9,307 -11,742 -56%
PFA
128
Pure Financial Advisors
California
$778K 9,220 -831 -8%
RFC
129
Regions Financial Corp
Alabama
$776K 9,199 -78 -0.8%
KFS
130
KMS Financial Services
Washington
$767K 9,085 -235 -3%
Creative Planning
131
Creative Planning
Kansas
$747K 8,853 +2,478 +39%
M&T Bank
132
M&T Bank
New York
$746K 8,848 +895 +11%
WI
133
Wedgewood Investors
Pennsylvania
$742K 8,791 – –
William Blair & Company
134
William Blair & Company
Illinois
$705K 8,359 +183 +2%
NTCOC
135
Northern Trust Company of Connecticut
Connecticut
$693K 8,209 -7 -0.1%
HC
136
HHG & Company
Connecticut
$682K 8,085 +3,120 +63%
FCI
137
Financial Counselors Inc
Kansas
$663K 7,865 -1,814 -19%
PAG
138
Private Advisor Group
New Jersey
$654K 7,756 +7,756 New
HCA
139
Harbour Capital Advisors
Virginia
$646K 7,655 – –
WCM
140
Wisconsin Capital Management
Wisconsin
$641K 7,600 – –
MC
141
Mathes Company
New York
$641K 7,600 +7,600 New
TFA
142
Transamerica Financial Advisors
Florida
$628K 7,439 +1,332 +22%
HNB
143
Huntington National Bank
Ohio
– – – –
SPL
144
Smart Portfolios LLC
Washington
$618K 7,342 -651 -8%
Calamos Advisors
145
Calamos Advisors
Illinois
$610K 7,225 +7,225 New
AHS
146
Aspiriant Holdings S3
California
$597K 7,072 -32 -0.5%
JPMPWA
147
J.P. Morgan Private Wealth Advisors
California
$594K 7,044 -101 -1%
WSFS
148
Wilmington Savings Fund Society
Delaware
$588K 6,975 – –
FHA
149
First Horizon Advisors
Tennessee
$577K 7,110 -910 -11%
FNT
150
First National Trust
Pennsylvania
$576K 6,821 – –
4 5
6
7 8