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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

527 hedge funds and large institutions have $5.79B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 164 increasing their positions, 149 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+18
Holders Change %
+3.54%
% of All Funds
11.76%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.58%
New
88
Increased
164
Reduced
149
Closed
65
Calls
$4.46M
Puts
$3.98M
Net Calls
+$478K
Net Calls Change
+$112K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$675M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$108M
3
CAM
Congress Asset Management
Massachusetts
$77.9M
4
Bank of America
Bank of America
North Carolina
$499M
5
EWA
EP Wealth Advisors
California
$59.5M

Top Sellers

1
NFG
Noven Financial Group
Colorado
$0
2
SS
Simplicity Solutions
Minnesota
$753K
3
Neuberger Berman Group
Neuberger Berman Group
New York
$0
4
AWM
AE Wealth Management
Kansas
$731K
5
HPC
HM Payson & Co
Maine
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
126
Tolleson Wealth Management
Texas
$2.81M +$2.81M +49,482 New
OAM
127
Occidental Asset Management
California
$2.76M -$13.3K -234 -0.5%
GWA
128
Guidant Wealth Advisors
Illinois
$2.7M -$5.32M -93,570 -66%
SEI Investments
129
SEI Investments
Pennsylvania
$2.57M +$485K +8,526 +23%
Citadel Advisors
130
Citadel Advisors
Florida
$2.52M +$1.63M +28,696 +184%
JCM
131
Julex Capital Management
Massachusetts
$2.52M +$2.52M +44,256 New
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.5M -$1.5M -26,306 -37%
CG
133
Colony Group
Massachusetts
$2.5M +$2.5M +44,018 New
FHA
134
First Horizon Advisors
Tennessee
$2.41M +$1.2M +21,152 +100%
CC
135
Courier Capital
New York
$2.36M +$315K +5,540 +15%
MCM
136
MV Capital Management
Maryland
$2.33M -$59.1K -1,040 -2%
APW
137
Acima Private Wealth
Virginia
$2.28M +$2.28M +40,100 New
EAM
138
Eukles Asset Management
Ohio
$2.27M +$2.27M +39,942 New
LSA
139
L & S Advisors
California
$2.26M -$275K -4,846 -11%
MC
140
Mathes Company
New York
$2.24M – – –
SWP
141
Stratos Wealth Partners
Ohio
$2.22M +$27.4K +482 +1%
FNT
142
First National Trust
Pennsylvania
$2.21M +$1.16M +20,398 +110%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$2.2M +$71.8K +1,262 +3%
NFG
144
Next Financial Group
Texas
$2.19M +$2.18M +38,370 +31,975%
PAS
145
Partnervest Advisory Services
California
$2.19M +$15.4K +270 +0.7%
SIA
146
Starfire Investment Advisers
Michigan
$2.16M +$75.7K +1,332 +4%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$2.14M +$1.69M +29,634 +367%
CL
148
Choreo LLC
Illinois
$2.14M -$143K -2,512 -6%
BJL
149
Brighton Jones LLC
Washington
$2.12M +$1.82K +32 +0.1%
HFS
150
HL Financial Services
Kentucky
$2.06M -$224K -3,942 -10%
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