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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

687 hedge funds and large institutions have $8.21B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+105
Holders Change %
+18.04%
% of All Funds
13.57%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
142
Increased
200
Reduced
174
Closed
27
Calls
$1.18M
Puts
$750K
Net Calls
+$425K
Net Calls Change
+$241K

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$122M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$175M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$40.5M
4
CAM
4
Congress Asset Management
Massachusetts
$22.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$59M

Top Sellers

1
SGAM
1
Stephens Group Asset Management
Arkansas
$56.1M
2
Bank of America
2
Bank of America
North Carolina
$590M
3
M&T Bank
3
M&T Bank
New York
$0
4
Barclays
4
Barclays
United Kingdom
$462K
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
151
Cassaday & Co
Virginia
$2.97M +$34.9K +916 +1%
MC
152
Mathes Company
New York
$2.96M – – –
NL
153
NWAM LLC
Washington
$2.86M +$665K +8,718 +30%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$2.76M +$1.19M +15,396 +75%
SIA
155
Starfire Investment Advisers
Michigan
$2.75M -$48.4K -634 -2%
Bessemer Group
156
Bessemer Group
New Jersey
$2.72M -$5.19K -68 -0.2%
BJL
157
Brighton Jones LLC
Washington
$2.71M +$915 +12 +0%
RFC
158
Regions Financial Corp
Alabama
$2.67M -$84.7K -1,110 -3%
MWP
159
MYCIO Wealth Partners
Pennsylvania
$2.64M +$812K +10,638 +44%
ONB
160
Old National Bancorp
Indiana
$2.63M +$75.7K +992 +3%
MCM
161
MV Capital Management
Maryland
$2.61M – – –
AWM
162
Aprio Wealth Management
Georgia
$2.61M +$2.61M +34,228 New
AB
163
Atlas Brown
Kentucky
$2.52M +$697K +9,138 +38%
EWMCB
164
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.52M -$67.3K -882 -3%
FFG
165
Ford Financial Group
California
$2.48M -$41.7K -546 -2%
DADC
166
D.A. Davidson & Co
Montana
$2.44M -$37.8K -496 -2%
CL
167
Choreo LLC
Illinois
$2.39M -$103K -1,352 -4%
DGI
168
Disciplined Growth Investors
Minnesota
$2.36M +$2.36M +30,926 New
PIA
169
Powell Investment Advisors
Florida
$2.3M +$2.3M +30,118 New
FAAS
170
First Allied Advisory Services
California
$2.29M -$253K -3,310 -10%
FHA
171
First Horizon Advisors
Tennessee
$2.25M -$14.2K -186 -0.6%
CBU
172
CIBC Bank USA
Illinois
$2.25M -$104K -1,358 -4%
CSM
173
CAMG Solamere Management
North Carolina
$2.23M +$55.7K +730 +3%
AWM
174
Atticus Wealth Management
Florida
$2.22M +$2.22M +29,030 New
PAS
175
Partnervest Advisory Services
California
$2.19M -$245K -3,206 -10%
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