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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

622 hedge funds and large institutions have $6.98B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
-65
Holders Change %
-9.46%
% of All Funds
13.74%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.75%
New
63
Increased
172
Reduced
232
Closed
116
Calls
$8.51M
Puts
$8.31M
Net Calls
+$194K
Net Calls Change
-$231K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$653M
2
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$159M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$98.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$87.5M
5
SF
Synovus Financial
Georgia
$133M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$64.6M
3
CM
Churchill Management
California
$8.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
176
Powell Investment Advisors
Florida
$1.82M -$16.2K -266 -0.9%
PAS
177
Partnervest Advisory Services
California
$1.78M +$32.9K +542 +2%
LPIC
178
LeJeune Puetz Investment Counsel
Michigan
$1.73M – – –
IP
179
Investment Partners
Ohio
$1.72M +$53K +872 +3%
SWP
180
Stratos Wealth Partners
Ohio
$1.72M -$805K -13,236 -32%
WWM
181
Windsor Wealth Management
Indiana
$1.7M -$15K -246 -0.9%
BPA
182
Beacon Pointe Advisors
California
$1.69M +$254K +4,188 +18%
CSM
183
CAMG Solamere Management
North Carolina
$1.69M -$79.9K -1,316 -5%
MA
184
MCF Advisors
Kentucky
$1.69M – – –
GT
185
Glenview Trust
Kentucky
$1.68M -$1.58K -26 -0.1%
SSB
186
Sandy Spring Bank
Maryland
$1.66M +$6.57K +108 +0.4%
TNB
187
Thomasville National Bank
Georgia
$1.64M +$35.3K +500 +2%
HNB
188
Huntington National Bank
Ohio
$1.63M -$2.09M – –
GWMIA
189
Global Wealth Management Investment Advisory
Florida
$1.62M -$45.5K -748 -3%
SFG
190
Sage Financial Group
Pennsylvania
$1.62M -$32K -526 -2%
CFGS
191
Concourse Financial Group Securities
Alabama
$1.61M +$765K +12,588 +91%
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
$1.58M +$153K +2,508 +11%
CTC
193
Central Trust Company
Missouri
$1.56M -$51.7K -850 -3%
CWM
194
Calamos Wealth Management
Illinois
$1.54M -$58.6K -964 -4%
AIC
195
Ameritas Investment Company
Nebraska
$1.54M +$51K +840 +3%
GWM
196
Geneos Wealth Management
Colorado
$1.52M -$42.9K -712 -3%
SCA
197
Spearhead Capital Advisors
Florida
$1.51M +$1.51M +24,902 New
HCMT
198
Highland Capital Management (Tennessee)
Tennessee
$1.49M -$28K -460 -2%
SWM
199
Southern Wealth Management
Texas
$1.49M +$343K +5,650 +30%
RG
200
Rathbones Group
United Kingdom
$1.45M -$23.7K -390 -2%
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