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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

409 hedge funds and large institutions have $4.9B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 136 increasing their positions, 119 reducing their positions, and 28 closing their positions.

Holders
409
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
10.21%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.55%
New
37
Increased
136
Reduced
119
Closed
28
Calls
$18.9M
Puts
$15.4M
Net Calls
+$3.41M
Net Calls Change
+$8.5M

Top Buyers

1
TF
1
TIAA FSB
Florida
$507M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$77.3M
3
LPL Financial
3
LPL Financial
California
$70.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$47.2M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$86.1M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$1.25M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60.9M
3
LFAS
3
Level Four Advisory Services
Texas
$347K
4
UBS Group
4
UBS Group
Switzerland
$209M
5
Goldman Sachs
5
Goldman Sachs
New York
$51.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BUB
176
BBVA USA Bancshares
Texas
$1.12M 10,389 -533 -5%
WI
177
WrapManager Inc
California
$1.11M 10,244 -220 -2%
CWM
178
Cranbrook Wealth Management
Michigan
$1.1M 10,145 – –
MCM
179
MAI Capital Management
Ohio
$1.09M 10,115 +6,000 +146%
MCM
180
Murphy Capital Management
New Jersey
$1.03M 9,486 -900 -9%
CS
181
Credit Suisse
Switzerland
$962K 8,906 -25,258 -74%
Kayne Anderson Rudnick Investment Management
182
Kayne Anderson Rudnick Investment Management
California
$951K 8,795 -152 -2%
CCA
183
Clearwater Capital Advisors
Illinois
$935K 8,657 +2,229 +35%
Millennium Management
184
Millennium Management
New York
$930K 8,608 +8,608 New
Franklin Resources
185
Franklin Resources
California
$905K 8,374 – –
MGIA
186
Moneta Group Investment Advisors
Missouri
$905K 8,370 +503 +6%
WT
187
Whittier Trust
California
$874K 8,090 – –
FNBSF
188
First National Bank Sioux Falls
South Dakota
$829K 7,670 +7,670 New
RT
189
Rockland Trust
Massachusetts
$828K 7,660 -375 -5%
FCI
190
Financial Counselors Inc
Kansas
$827K 7,647 -317 -4%
AA
191
Alesco Advisors
New York
$773K 7,150 – –
SWM
192
SVA Wealth Management
Wisconsin
$767K 7,096 +21 +0.3%
GRP
193
Global Retirement Partners
California
$766K 7,086 +5,934 +515%
FHA
194
First Horizon Advisors
Tennessee
$752K 6,918 -9 -0.1%
WI
195
Wedgewood Investors
Pennsylvania
$744K 6,881 – –
ICOA
196
Investment Centers of America
North Dakota
$742K 6,864 -1,418 -17%
SPC
197
Sigma Planning Corp
Michigan
$734K 6,792 +1,508 +29%
AI
198
Atria Investments
North Carolina
$723K 6,690 +2,102 +46%
MAM
199
Meeder Asset Management
Ohio
$715K 6,615 +2,491 +60%
SAM
200
Silvercrest Asset Management
New York
$714K 6,604 -150 -2%
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