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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

407 hedge funds and large institutions have $4.36B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+43
Holders Change %
+11.81%
% of All Funds
10.19%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.65%
New
70
Increased
152
Reduced
102
Closed
22
Calls
$4.8M
Puts
$6.41M
Net Calls
-$1.61M
Net Calls Change
+$2.72M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$423M
2
TCT
TIAA CREF Trust
Missouri
$405M
3
Morgan Stanley
Morgan Stanley
New York
$307M
4
Bank of America
Bank of America
North Carolina
$347M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$10.1M

Top Sellers

1
NFG
Noven Financial Group
Colorado
$15M
2
MNA
Manning & Napier Advisors
New York
$14.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$14.2M
4
CS
Credit Suisse
Switzerland
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
151
Atlas Brown
Kentucky
$1.35M – – –
TCM
152
TimesSquare Capital Management
New York
$1.34M +$185K +3,800 +16%
SWP
153
Stratos Wealth Partners
Ohio
$1.34M +$132K +2,714 +11%
FMWA
154
Forvis Mazars Wealth Advisors
Missouri
$1.26M +$1.26M +25,914 New
GT
155
Glenmede Trust
Pennsylvania
$1.26M – – –
CDIA
156
Capital Directions Investment Advisors
Georgia
$1.26M -$48.9K -1,004 -4%
DDPIC
157
Deroy & Devereaux Private Investment Counsel
Michigan
$1.24M +$127K +2,600 +11%
OC
158
Oppenheimer & Co
New York
$1.23M -$205K -4,208 -14%
EWA
159
EP Wealth Advisors
California
$1.22M +$912K +22,924 +296%
GWM
160
Geneos Wealth Management
Colorado
$1.22M +$60.6K +1,244 +5%
JPMPWA
161
J.P. Morgan Private Wealth Advisors
California
$1.16M +$101K +2,074 +10%
ICM
162
IMS Capital Management
Oregon
$1.16M +$57.5K +1,182 +5%
GIA
163
GHP Investment Advisors
Colorado
$1.14M -$38.5K -790 -3%
NL
164
NWAM LLC
Washington
$1.13M +$74K +1,520 +7%
IP
165
Investment Partners
Ohio
$1.08M -$11.1K -228 -1%
SS
166
Simplicity Solutions
Minnesota
$1.07M +$757K +15,554 +239%
MCM
167
Murphy Capital Management
New Jersey
$1.06M -$35K -720 -3%
AWM
168
AE Wealth Management
Kansas
$1.06M +$1.06M +21,758 New
MCWS
169
McKinley Carter Wealth Services
West Virginia
$1.05M +$98.6K +2,024 +10%
BUB
170
BBVA USA Bancshares
Texas
$1.05M -$136K -2,798 -11%
NPC
171
National Planning Corporation
California
$1.04M -$67K -1,332 -6%
GT
172
Glenview Trust
Kentucky
$1.02M +$1.02M +20,934 New
CWM
173
Cranbrook Wealth Management
Michigan
$996K – – –
CCP
174
Corient Capital Partners
California
$987K -$292K -5,998 -23%
Jennison Associates
175
Jennison Associates
New York
$976K +$642K +13,174 +192%
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