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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

527 hedge funds and large institutions have $5.79B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 164 increasing their positions, 149 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+18
Holders Change %
+3.54%
% of All Funds
11.76%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.58%
New
88
Increased
164
Reduced
149
Closed
65
Calls
$4.46M
Puts
$3.98M
Net Calls
+$478K
Net Calls Change
+$112K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$675M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$108M
3
CAM
3
Congress Asset Management
Massachusetts
$77.9M
4
Bank of America
4
Bank of America
North Carolina
$499M
5
EWA
5
EP Wealth Advisors
California
$59.5M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$0
2
SS
2
Simplicity Solutions
Minnesota
$753K
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$0
4
AWM
4
AE Wealth Management
Kansas
$731K
5
HPC
5
HM Payson & Co
Maine
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
151
Steward Partners Investment Advisory
New York
$2.05M -$330K -5,802 -14%
HCM
152
HMS Capital Management
Tennessee
$2.02M +$1.23M +21,620 +156%
OAM
153
Oppenheimer Asset Management
New York
$2.02M +$2.02M +35,460 New
ONB
154
Old National Bancorp
Indiana
$2M -$1.05M -18,444 -34%
AP
155
Advisors Preferred
Maryland
$1.99M -$6.27M -110,238 -76%
RFC
156
Regions Financial Corp
Alabama
$1.95M -$38.7K -680 -2%
EWMCB
157
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.89M +$51.5K +906 +3%
CTC
158
Central Trust Company
Missouri
$1.85M +$132K +2,316 +8%
WA
159
Waverly Advisors
Alabama
$1.82M +$1.82M +32,064 New
Bessemer Group
160
Bessemer Group
New Jersey
$1.79M +$124K +2,176 +7%
GWMIA
161
Global Wealth Management Investment Advisory
Florida
$1.75M +$1.75M +30,802 New
MA
162
MCF Advisors
Kentucky
$1.73M -$796 -14 -0%
DDPIC
163
Deroy & Devereaux Private Investment Counsel
Michigan
$1.71M – – –
CSM
164
CAMG Solamere Management
North Carolina
$1.65M +$150K +2,630 +10%
SPC
165
Sigma Planning Corp
Michigan
$1.63M +$125K +2,198 +8%
LPIC
166
LeJeune Puetz Investment Counsel
Michigan
$1.62M – – –
WWM
167
Windsor Wealth Management
Indiana
$1.61M -$27.2K -478 -2%
HCMT
168
Highland Capital Management (Tennessee)
Tennessee
$1.6M -$9.1K -160 -0.6%
PWP
169
Private Wealth Partners
California
$1.59M +$1.59M +27,960 New
IP
170
Investment Partners
Ohio
$1.57M -$22.4K -394 -1%
ANB
171
Amarillo National Bank
Texas
$1.53M +$24K +422 +2%
SSB
172
Sandy Spring Bank
Maryland
$1.53M -$9.21K -162 -0.6%
AT
173
Arden Trust
Delaware
$1.52M -$234K -4,120 -13%
CWM
174
Calamos Wealth Management
Illinois
$1.51M -$11.4K -200 -0.7%
CM
175
Castleark Management
Illinois
$1.5M +$114K +2,000 +8%
5 6
7
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