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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 %
SCA
151
Stonebridge Capital Advisors
Minnesota
$570K 6,361 +540 +9%
CCMG
152
Clark Capital Management Group
Pennsylvania
$552K 6,158 -266,605 -98%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$549K 6,127 -539 -8%
TNB
154
Thomasville National Bank
Georgia
$548K 6,120 -165 -3%
FIM
155
Freedom Investment Management
Connecticut
$545K 6,090 -550 -8%
PWM
156
ParenteBeard Wealth Management
Pennsylvania
$537K 5,996 -172 -3%
Axa
157
Axa
France
$524K 5,854 – –
DADC
158
D.A. Davidson & Co
Montana
$519K 5,806 -159 -3%
NAM
159
NTV Asset Management
West Virginia
$519K 5,800 – –
NL
160
NWAM LLC
Washington
$499K 5,574 -153 -3%
AHS
161
Aspiriant Holdings S3
California
$480K 5,364 -1,418 -21%
SCM
162
SOL Capital Management
Maryland
$477K 5,330 – –
Bessemer Group
163
Bessemer Group
New Jersey
$468K 5,220 – –
SAM
164
Silvercrest Asset Management
New York
$466K 5,207 +5,207 New
LI
165
LMCG Investments
Massachusetts
$459K 5,120 +1,994 +64%
EVM
166
Eaton Vance Management
Massachusetts
$430K 4,795 -50 -1%
FSA
167
Financial Sense Advisors
California
$406K 4,536 -3,436 -43%
JWBC
168
J.W. Burns & Co
New York
$382K 4,268 -275 -6%
MM
169
Meridian Management
Arkansas
$381K 4,250 – –
BOS
170
Bingham Osborn & Scarborough
California
$381K 4,253 +4,253 New
HWA
171
Heritage Wealth Advisors
Virginia
$368K 4,115 – –
BAM
172
Berkshire Asset Management
Pennsylvania
$366K 4,087 – –
MFS
173
MSI Financial Services
Massachusetts
$365K 4,074 +888 +28%
BPBT
174
Boston Private Bank & Trust
Massachusetts
$363K 4,050 – –
MWP
175
MYCIO Wealth Partners
Pennsylvania
$362K 4,040 +8 +0.2%
5 6
7
8 9