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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

347 hedge funds and large institutions have $4.01B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-8
Holders Change %
-2.25%
% of All Funds
9.27%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
29
Increased
109
Reduced
114
Closed
33
Calls
$2.93M
Puts
$620K
Net Calls
+$2.31M
Net Calls Change
+$1.75M

Top Buyers

1
S
SignatureFD
Georgia
$71.9M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$170M
3
TCT
TIAA CREF Trust
Missouri
$329M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$211M
5
TA
Teachers Advisors
New York
$63.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$17.5M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$130M
3
Citigroup
Citigroup
New York
$4.92M
4
M&T Bank
M&T Bank
New York
$97.8M
5
JIC
Johnson Investment Counsel
Ohio
$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
151
Stratos Wealth Partners
Ohio
$1.08M +$140K +2,996 +15%
NPC
152
National Planning Corporation
California
$1.07M -$62.6K -1,294 -6%
DDPIC
153
Deroy & Devereaux Private Investment Counsel
Michigan
$1.07M – – –
RG
154
Rathbones Group
United Kingdom
$1.07M +$46.8K +1,000 +5%
GWM
155
Geneos Wealth Management
Colorado
$1.01M +$17.3K +370 +2%
TNB
156
Thomasville National Bank
Georgia
$1M +$370K +7,902 +59%
ASN
157
Advisory Services Network
Georgia
$971K +$757K +16,162 +353%
CWM
158
Cranbrook Wealth Management
Michigan
$960K -$5.99K -128 -0.6%
PFP
159
Pinnacle Financial Partners
Tennessee
$956K +$275K +5,702 +40%
HNB
160
Huntington National Bank
Ohio
$944K -$1.21M – –
JPMPWA
161
J.P. Morgan Private Wealth Advisors
California
$939K +$259K +5,528 +38%
Kayne Anderson Rudnick Investment Management
162
Kayne Anderson Rudnick Investment Management
California
$891K – – –
MC
163
Mathes Company
New York
$884K -$9.83K -210 -1%
IP
164
Investment Partners
Ohio
$882K +$102K +2,190 +13%
CAM
165
Congress Asset Management
Massachusetts
$851K +$851K +18,190 New
WI
166
WrapManager Inc
California
$815K -$94 -2 -0%
SWM
167
SVA Wealth Management
Wisconsin
$771K -$59.1K -1,264 -7%
WT
168
Whittier Trust
California
$761K – – –
FCI
169
Financial Counselors Inc
Kansas
$754K -$44.5K -952 -6%
ICOA
170
Investment Centers of America
North Dakota
$712K +$95.4K +2,038 +15%
RT
171
Rockland Trust
Massachusetts
$710K – – –
FHA
172
First Horizon Advisors
Tennessee
$698K -$814K -17,400 -54%
HCA
173
Harbour Capital Advisors
Virginia
$683K -$7.02K -150 -1%
AA
174
Alesco Advisors
New York
$669K – – –
MFW
175
Mosaic Family Wealth
Missouri
$667K -$61.1K -1,306 -8%
5 6
7
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