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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 %
FCM
176
Frontier Capital Management
Massachusetts
$962K +$962K +19,758 New
RG
177
Rathbones Group
United Kingdom
$948K -$132K -2,700 -12%
ICOA
178
Investment Centers of America
North Dakota
$930K +$118K +2,440 +15%
WI
179
WrapManager Inc
California
$858K +$779 +16 +0.1%
RT
180
Rockland Trust
Massachusetts
$854K -$43.9K -902 -5%
Franklin Resources
181
Franklin Resources
California
$816K +$114K +2,348 +16%
FCI
182
Financial Counselors Inc
Kansas
$804K +$804K +16,518 New
WT
183
Whittier Trust
California
$792K – – –
MWP
184
MYCIO Wealth Partners
Pennsylvania
$761K +$419K +8,616 +123%
S
185
SignatureFD
Georgia
$752K -$1.12M -22,908 -60%
AllianceBernstein
186
AllianceBernstein
Tennessee
$740K +$740K +15,192 New
SWM
187
SVA Wealth Management
Wisconsin
$726K – – –
MGIA
188
Moneta Group Investment Advisors
Missouri
$719K +$15.7K +322 +2%
BC
189
Bartlett & Co
Ohio
$718K +$319K +6,540 +80%
AA
190
Alesco Advisors
New York
$696K – – –
AW
191
ACG Wealth
Georgia
$686K +$2.34K +48 +0.3%
FHA
192
First Horizon Advisors
Tennessee
$680K – – –
HCA
193
Harbour Capital Advisors
Virginia
$679K -$16.6K -340 -2%
WI
194
Wedgewood Investors
Pennsylvania
$670K – – –
AAM
195
Autus Asset Management
Arizona
$668K -$9.26K -190 -1%
MC
196
Mathes Company
New York
$657K -$263K -5,400 -29%
DGI
197
Disciplined Growth Investors
Minnesota
$645K +$645K +13,244 New
UWPG
198
Ullmann Wealth Partners Group
Florida
$632K +$632K +12,486 New
Axa
199
Axa
France
$629K -$4.1M -84,200 -87%
FIM
200
Freedom Investment Management
Connecticut
$627K -$16.2K -332 -3%
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