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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

276 hedge funds and large institutions have $2.81B invested in iShares Russell Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
276
Holders Change
+40
Holders Change %
+16.95%
% of All Funds
8.02%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.46%
New
60
Increased
87
Reduced
76
Closed
15
Calls
$1.12M
Puts
$1.11M
Net Calls
+$17K
Net Calls Change
+$612K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$218M
2
SIM
2
Sigma Investment Management
Oregon
$26.9M
3
PWAG
3
Polaris Wealth Advisory Group
California
$49.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$20.6M
5
U
5
UBS
Switzerland
$226M

Top Sellers

1
CB
1
Commerce Bank
Missouri
$53.6M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$30.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$805K
4
Comerica Bank
4
Comerica Bank
Texas
$9.99M
5
Barclays
5
Barclays
United Kingdom
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
MWP
176
MYCIO Wealth Partners
Pennsylvania
$340K 4,032 +3,802 +1,653%
CCM
177
Cohen Capital Management
California
$338K 4,007 -127 -3%
PFP
178
Pinnacle Financial Partners
Tennessee
$332K 3,933 +3,933 New
SFSIG
179
San Francisco Sentry Investment Group
California
$331K 3,924 +276 +8%
ANB
180
Amarillo National Bank
Texas
$330K 3,914 +314 +9%
CIP
181
Chartwell Investment Partners
Pennsylvania
$329K 3,900 – –
GIM
182
Goelzer Investment Management
Indiana
$326K 3,868 -270 -7%
I
183
IberiaBank
Louisiana
$312K 3,700 -170 -4%
FNBT
184
FineMark National Bank & Trust
Florida
$301K 3,572 – –
WT
185
Whittier Trust
California
$295K 3,493 – –
WB
186
Webster Bank
Connecticut
$295K 3,500 +3,500 New
CT
187
Cambridge Trust
Massachusetts
$294K 3,480 -560 -14%
SFG
188
Sage Financial Group
Pennsylvania
$292K 3,463 +3,463 New
UBS AM
189
UBS AM
Illinois
$283K 3,352 – –
HCM
190
Hollencrest Capital Management
California
$277K 3,281 +3,281 New
SC
191
SouthState Corp
Florida
$269K 3,184 +259 +9%
Natixis Advisors
192
Natixis Advisors
Massachusetts
$267K 3,170 -83 -3%
FSA
193
Financial Sense Advisors
California
$267K 3,170 +3,170 New
LI
194
LMCG Investments
Massachusetts
$264K 3,126 +40 +1%
SFG
195
Sather Financial Group
Texas
$257K 3,051 +3,051 New
NL
196
NWAM LLC
Washington
$255K 3,027 -2,641 -47%
Westfield Capital Management
197
Westfield Capital Management
Massachusetts
$253K 3,000 +3,000 New
BPC
198
Banque Pictet & Cie
Switzerland
$253K 3,000 +3,000 New
MGIA
199
Moneta Group Investment Advisors
Missouri
$245K 2,906 – –
IT
200
Investors Trust
Texas
$238K 2,856 -10,062 -78%
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8
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