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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

276 hedge funds and large institutions have $2.96B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 90 reducing their positions, and 15 closing their positions.

Holders
276
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
8.01%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
21
Increased
99
Reduced
90
Closed
15
Calls
$866K
Puts
$256K
Net Calls
+$610K
Net Calls Change
-$1.32M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$103M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$168M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$40.1M
4
Bank of America
4
Bank of America
North Carolina
$284M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$33.1M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$76M
2
AP
2
Advisors Preferred
Maryland
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$2.22M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$160M
5
RJA
5
Raymond James & Associates
Florida
$5.09M
Name Market Value Shares Shares
Change 		Shares
Change %
HTC
176
Haverford Trust Company
Pennsylvania
$364K 4,115 +1,157 +39%
HWA
177
Heritage Wealth Advisors
Virginia
$363K 4,115 – –
BAM
178
Berkshire Asset Management
Pennsylvania
$361K 4,087 – –
BPBT
179
Boston Private Bank & Trust
Massachusetts
$358K 4,050 – –
PFP
180
Pinnacle Financial Partners
Tennessee
$353K 3,990 +190 +5%
CCM
181
Cohen Capital Management
California
$346K 3,915 -98 -2%
NPC
182
National Planning Corporation
California
$343K 3,879 +113 +3%
SFSIG
183
San Francisco Sentry Investment Group
California
$340K 3,844 -145 -4%
WA
184
WFG Advisors
Texas
$340K 3,848 +1 +0%
FAAS
185
First Allied Advisory Services
California
$333K 3,774 +311 +9%
I
186
IberiaBank
Louisiana
$327K 3,700 – –
MWP
187
MYCIO Wealth Partners
Pennsylvania
$324K 3,664 -376 -9%
GIM
188
Goelzer Investment Management
Indiana
$315K 3,564 – –
WB
189
Webster Bank
Connecticut
$309K 3,500 – –
FNBT
190
FineMark National Bank & Trust
Florida
$306K 3,459 +1 +0%
UBS AM
191
UBS AM
Illinois
$296K 3,352 – –
MFBTD
192
MB Financial Bank - Trust Department
Illinois
$294K 3,308 +1,668 +102%
MGIA
193
Moneta Group Investment Advisors
Missouri
$289K 3,266 -670 -17%
BBHC
194
Brown Brothers Harriman & Co
New York
$284K 3,218 +798 +33%
EWA
195
EP Wealth Advisors
California
$274K 3,100 +75 +2%
BPC
196
Banque Pictet & Cie
Switzerland
$265K 3,000 – –
AIM
197
Allen Investment Management
New York
$265K 3,001 +3,001 New
CT
198
Cambridge Trust
Massachusetts
$263K 2,980 -697 -19%
BDF
199
Balasa Dinverno & Foltz
$263K 3,789 +1,000 +36%
NEPWA
200
New England Private Wealth Advisors
Massachusetts
$258K 2,917 -115 -4%
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8
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