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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 %
VIA
151
Virtus Investment Advisers
Connecticut
$553K 6,550 -30 -0.5%
PWM
152
ParenteBeard Wealth Management
Pennsylvania
$531K 6,296 +1,778 +39%
FB
153
Fulton Bank
Pennsylvania
$522K 6,192 +1,447 +30%
FTIOP
154
Fiduciary Trust International of Pennsylvania
Pennsylvania
$510K 6,041 -10 -0.2%
LFG
155
LifePlan Financial Group
Ohio
$508K 6,026 -37,826 -86%
DADC
156
D.A. Davidson & Co
Montana
$504K 5,985 -399 -6%
Axa
157
Axa
France
$494K 5,854 – –
NAM
158
NTV Asset Management
West Virginia
$489K 5,800 -10,600 -65%
CAM
159
Congress Asset Management
Massachusetts
$489K 5,795 +5,795 New
CCI
160
Columbus Circle Investors
$485K 5,755 +5,755 New
SCM
161
SOL Capital Management
Maryland
$450K 5,330 – –
Bessemer Group
162
Bessemer Group
New Jersey
$440K 5,220 – –
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$425K 5,042 +1,345 +36%
EVM
164
Eaton Vance Management
Massachusetts
$423K 5,020 – –
MIP
165
Marietta Investment Partners
Wisconsin
$423K 5,017 – –
SCA
166
Stonebridge Capital Advisors
Minnesota
$422K 5,001 +5,001 New
WA
167
WFG Advisors
Texas
$413K 4,900 +31 +0.6%
EWA
168
EP Wealth Advisors
California
$405K 4,802 +185 +4%
JWBC
169
J.W. Burns & Co
New York
$383K 4,543 – –
Mariner
170
Mariner
Kansas
$371K 4,393 -23 -0.5%
TNB
171
Thomasville National Bank
Georgia
$371K 4,398 +56 +1%
MM
172
Meridian Management
Arkansas
$359K 4,250 – –
BPBT
173
Boston Private Bank & Trust
Massachusetts
$357K 4,230 – –
BAM
174
Berkshire Asset Management
Pennsylvania
$348K 4,129 +36 +0.9%
HWA
175
Heritage Wealth Advisors
Virginia
$347K 4,115 +4,115 New
5 6
7
8 9