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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

329 hedge funds and large institutions have $4.09B invested in iShares Russell Mid-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+6
Holders Change %
+1.86%
% of All Funds
8.78%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.59%
New
41
Increased
115
Reduced
95
Closed
29
Calls
$2.51M
Puts
$803K
Net Calls
+$1.7M
Net Calls Change
+$333K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$68.2M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$83.8M
3
FMP
3
Financial Management Professionals
Texas
$41.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$91.6M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$34.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$354M
2
MAA
2
Managed Account Advisors
New Jersey
$13.9M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$21.6M
4
Comerica Bank
4
Comerica Bank
Texas
$11.6M
5
CMO
5
Covenant Multifamily Offices
Texas
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
151
Mathes Company
New York
$945K – – –
SWM
152
SVA Wealth Management
Wisconsin
$923K +$703K +14,350 +319%
PFM
153
Parsec Financial Management
North Carolina
$885K +$885K +18,080 New
Two Sigma Advisers
154
Two Sigma Advisers
New York
$862K +$862K +17,600 New
FIM
155
Freedom Investment Management
Connecticut
$833K -$135K -2,762 -14%
WI
156
Wedgewood Investors
Pennsylvania
$816K +$3.92K +80 +0.5%
TFA
157
Transamerica Financial Advisors
Florida
$814K -$594K -12,128 -42%
PAG
158
Private Advisor Group
New Jersey
$805K +$36.6K +748 +5%
WT
159
Whittier Trust
California
$796K +$558K +11,400 +234%
Kayne Anderson Rudnick Investment Management
160
Kayne Anderson Rudnick Investment Management
California
$759K -$4.84M -98,876 -86%
EWA
161
EP Wealth Advisors
California
$757K -$467K -9,538 -38%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$741K -$28K -572 -4%
HCA
163
Harbour Capital Advisors
Virginia
$740K – – –
FHA
164
First Horizon Advisors
Tennessee
$734K -$63.9K -1,298 -8%
AA
165
Alesco Advisors
New York
$700K – – –
FMC
166
First Merchants Corp
Indiana
$700K +$700K +14,298 New
IP
167
Investment Partners
Ohio
$697K +$29.1K +594 +4%
WSFS
168
Wilmington Savings Fund Society
Delaware
$683K – – –
FNT
169
First National Trust
Pennsylvania
$660K – – –
TNB
170
Thomasville National Bank
Georgia
$659K +$47.7K +974 +8%
ST
171
Sageworth Trust
Pennsylvania
$652K – – –
SCM
172
Sterling Capital Management
North Carolina
$611K +$611K +12,470 New
DADC
173
D.A. Davidson & Co
Montana
$599K -$4.98K -102 -0.8%
SCM
174
SOL Capital Management
Maryland
$591K +$9.8K +200 +2%
RG
175
Rathbones Group
United Kingdom
$581K -$166K -3,400 -22%
5 6
7
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