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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

276 hedge funds and large institutions have $2.81B invested in iShares Russell Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
276
Holders Change
+40
Holders Change %
+16.95%
% of All Funds
8.02%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.46%
New
60
Increased
87
Reduced
76
Closed
15
Calls
$1.12M
Puts
$1.11M
Net Calls
+$17K
Net Calls Change
+$612K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$218M
2
SIM
2
Sigma Investment Management
Oregon
$26.9M
3
PWAG
3
Polaris Wealth Advisory Group
California
$49.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$20.6M
5
U
5
UBS
Switzerland
$226M

Top Sellers

1
CB
1
Commerce Bank
Missouri
$53.6M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$30.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$805K
4
Comerica Bank
4
Comerica Bank
Texas
$9.99M
5
Barclays
5
Barclays
United Kingdom
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
201
MSI Financial Services
Massachusetts
$237K 2,814 -55 -2%
FT
202
Fiduciary Trust
Massachusetts
$236K 2,799 +2,799 New
SI
203
SII Investments
Wisconsin
$232K 2,765 -209 -7%
BAC
204
Boys Arnold & Co
North Carolina
$227K 2,685 +2,685 New
FAM
205
Fred Alger Management
New York
$224K 2,650 +2,650 New
MHS
206
M Holdings Securities
Oregon
$222K 2,630 +2,630 New
MCM
207
Manchester Capital Management
Vermont
$221K 2,625 +2,340 +821%
ICAS
208
Investors Capital Advisory Services
Massachusetts
$221K 2,620 +2,620 New
UBWV
209
United Bank (West Virginia)
West Virginia
$216K 2,560 – –
Principal Financial Group
210
Principal Financial Group
Iowa
$214K 2,531 +2,531 New
BC
211
Bartlett & Co
Ohio
$213K 2,520 – –
RT
212
Rockland Trust
Massachusetts
$211K 2,500 +2,500 New
1SB
213
1ST Source Bank
Indiana
$211K 2,500 +2,500 New
BDF
214
Balasa Dinverno & Foltz
$210K 2,789 +2,789 New
WTC
215
WhitTier Trust Company
Nevada
$209K 2,475 – –
NPC
216
National Planning Corporation
California
$209K 2,486 +2,486 New
PCM
217
Parsons Capital Management
Rhode Island
$203K 2,402 +2,402 New
MAM
218
Marquette Asset Management
Minnesota
$203K 2,408 +2,408 New
NEPWA
219
New England Private Wealth Advisors
Massachusetts
$203K 2,420 +2,420 New
PSUF
220
People's United Financial
Connecticut
$159K 1,886 – –
PMFA
221
Plante Moran Financial Advisors
Michigan
$157K 1,863 +360 +24%
MFBTD
222
MB Financial Bank - Trust Department
Illinois
$138K 1,640 – –
CAL
223
Capital Advisors Ltd
Ohio
$138K 1,639 +1,639 New
M
224
MOTCO
Texas
$131K 1,553 – –
Federated Hermes
225
Federated Hermes
Pennsylvania
$128K 1,516 +1,516 New
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9
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