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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

712 hedge funds and large institutions have $9.64B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 194 increasing their positions, 252 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+26
Holders Change %
+3.79%
% of All Funds
14.4%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.89%
New
71
Increased
194
Reduced
252
Closed
38
Calls
$4.31M
Puts
$27.5M
Net Calls
-$23.2M
Net Calls Change
-$24.8M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$102M
2
BCI
Brinker Capital Investments
Pennsylvania
$25.6M
3
Wells Fargo
Wells Fargo
California
$1.18B
4
CB
Commerce Bank
Missouri
$226M
5
Ameriprise
Ameriprise
Minnesota
$141M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$100M
2
Barclays
Barclays
United Kingdom
$603K
3
TF
TIAA FSB
Florida
$1.31B
4
AP
Advisors Preferred
Maryland
$11.4M
5
UBS Group
UBS Group
Switzerland
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
176
Great Valley Advisor Group
Delaware
$2.94M +$29.2K +338 +1%
EWMCB
177
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.83M -$156K -1,806 -5%
CWA
178
Capital Wealth Alliance
Arizona
$2.82M +$162K +1,872 +6%
VOYA Investment Management
179
VOYA Investment Management
Georgia
$2.76M +$548K +6,338 +25%
MCM
180
MV Capital Management
Maryland
$2.71M – – –
DI
181
Disciplined Investments
Oklahoma
$2.7M – – –
SWP
182
Stratos Wealth Partners
Ohio
$2.69M -$207K -2,392 -7%
CFGS
183
Concourse Financial Group Securities
Alabama
$2.68M +$227K +2,624 +9%
WWM
184
Windsor Wealth Management
Indiana
$2.68M -$76.9K -852 -3%
PIA
185
Powell Investment Advisors
Florida
$2.67M +$11.8K +136 +0.4%
RFC
186
Regions Financial Corp
Alabama
$2.67M -$342K -3,952 -11%
SWM
187
Strategic Wealth Management
Washington
$2.64M -$9.51K -110 -0.4%
SPL
188
Smart Portfolios LLC
Washington
$2.64M -$9.51K -110 -0.4%
PA
189
Prism Advisors
California
$2.6M -$28.9K -334 -1%
AF
190
Advisornet Financial
Minnesota
$2.6M -$15K -174 -0.6%
PAS
191
Partnervest Advisory Services
California
$2.59M -$70.4K -814 -3%
CCFM
192
Clear Creek Financial Management
Washington
$2.56M +$2.56M +29,624 New
LPIC
193
LeJeune Puetz Investment Counsel
Michigan
$2.47M – – –
IP
194
Investment Partners
Ohio
$2.44M -$41.3K -478 -2%
FFG
195
Ford Financial Group
California
$2.41M -$29.7K -344 -1%
MA
196
MCF Advisors
Kentucky
$2.38M -$9.51K -110 -0.4%
PCIA
197
Prime Capital Investment Advisors
Kansas
$2.36M +$1.86M +21,536 +376%
AWE
198
Avidian Wealth Enterprises
Texas
$2.35M +$280K +3,238 +14%
BPA
199
Beacon Pointe Advisors
California
$2.3M +$19.5K +226 +0.9%
SWM
200
Southern Wealth Management
Texas
$2.26M +$313K +3,624 +16%
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