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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

527 hedge funds and large institutions have $5.79B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 164 increasing their positions, 149 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+18
Holders Change %
+3.54%
% of All Funds
11.76%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.58%
New
88
Increased
164
Reduced
149
Closed
65
Calls
$4.46M
Puts
$3.98M
Net Calls
+$478K
Net Calls Change
+$112K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$675M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$108M
3
CAM
3
Congress Asset Management
Massachusetts
$77.9M
4
Bank of America
4
Bank of America
North Carolina
$499M
5
EWA
5
EP Wealth Advisors
California
$59.5M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$0
2
SS
2
Simplicity Solutions
Minnesota
$753K
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$0
4
AWM
4
AE Wealth Management
Kansas
$731K
5
HPC
5
HM Payson & Co
Maine
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
176
Sage Financial Group
Pennsylvania
$1.5M +$1.5M +26,354 New
ORI
177
Oak Ridge Investments
Illinois
$1.49M +$1.49M +26,152 New
MCWS
178
McKinley Carter Wealth Services
West Virginia
$1.48M +$49.7K +874 +3%
BWM
179
Brickley Wealth Management
California
$1.46M -$364K -6,402 -20%
PA
180
Prism Advisors
California
$1.44M – – –
CDIA
181
Capital Directions Investment Advisors
Georgia
$1.44M -$25.9K -456 -2%
V
182
Veritable
Delaware
$1.43M – – –
BUB
183
BBVA USA Bancshares
Texas
$1.43M -$39.7K -698 -3%
BWA
184
BDO Wealth Advisors
Florida
$1.42M +$1.36M +23,840 +2,091%
NL
185
NWAM LLC
Washington
$1.4M -$8.53K -150 -0.6%
AB
186
Atlas Brown
Kentucky
$1.4M -$22.6K -398 -2%
GWM
187
Geneos Wealth Management
Colorado
$1.38M +$5.95K +106 +0.4%
GT
188
Glenview Trust
Kentucky
$1.35M – – –
WT
189
Whittier Trust
California
$1.34M -$8.53K -150 -0.6%
BTS
190
BB&T Securities
Virginia
$1.34M +$131K +2,302 +11%
AW
191
ACG Wealth
Georgia
$1.34M +$199K +3,494 +17%
TNB
192
Thomasville National Bank
Georgia
$1.33M -$22K -386 -2%
APA
193
American Portfolios Advisors
New York
$1.29M -$44.9K -790 -3%
FAAS
194
First Allied Advisory Services
California
$1.29M -$173K -3,028 -12%
RG
195
Rathbones Group
United Kingdom
$1.28M -$30.1K -530 -2%
FA
196
FCG Advisors
New Jersey
$1.28M +$7.51K +132 +0.6%
MWP
197
MYCIO Wealth Partners
Pennsylvania
$1.27M +$568K +9,992 +81%
NCMW
198
Northern Capital Management (Wisconsin)
Wisconsin
$1.24M -$92.7K -1,630 -7%
Brown Advisory
199
Brown Advisory
Maryland
$1.24M +$973K +17,122 +368%
ICM
200
IMS Capital Management
Oregon
$1.23M +$1.17M +20,580 +2,122%
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