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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

284 hedge funds and large institutions have $2.82B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+8
Holders Change %
+2.9%
% of All Funds
8.21%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
36
Increased
96
Reduced
79
Closed
26
Calls
$3.77M
Puts
$1.44M
Net Calls
+$2.33M
Net Calls Change
+$2.31M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$35.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.3M
3
Bank of America
3
Bank of America
North Carolina
$246M
4
DGI
4
Disciplined Growth Investors
Minnesota
$18.8M
5
WT
5
Wilmington Trust
Delaware
$46.9M

Top Sellers

1
U
1
UBS
Switzerland
$111M
2
Invesco
2
Invesco
Georgia
$0
3
SIM
3
Sigma Investment Management
Oregon
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.3M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
201
MSI Financial Services
Massachusetts
$273K +$31.9K +744 +13%
LWM
202
Lyons Wealth Management
Florida
$272K +$272K +6,346 New
LI
203
LMCG Investments
Massachusetts
$268K – – –
WT
204
Whittier Trust
California
$257K -$42.9K -1,000 -14%
BPC
205
Banque Pictet & Cie
Switzerland
$257K – – –
FTUS
206
Flow Traders U.S.
New York
$256K +$216K +5,022 +535%
FA
207
FDx Advisors
Illinois
$254K +$254K +5,932 New
Natixis Advisors
208
Natixis Advisors
Massachusetts
$251K -$21K -490 -8%
DWM
209
Destination Wealth Management
California
$251K +$251K +5,850 New
IT
210
Investors Trust
Texas
$245K – – –
FT
211
Fiduciary Trust
Massachusetts
$240K – – –
ICAS
212
Investors Capital Advisory Services
Massachusetts
$236K +$12K +280 +5%
MHS
213
M Holdings Securities
Oregon
$226K – – –
MCM
214
Manchester Capital Management
Vermont
$225K – – –
UBWV
215
United Bank (West Virginia)
West Virginia
$220K – – –
BDF
216
Balasa Dinverno & Foltz
$216K – – –
BC
217
Bartlett & Co
Ohio
$216K – – –
RT
218
Rockland Trust
Massachusetts
$215K – – –
1SB
219
1ST Source Bank
Indiana
$215K – – –
FAAS
220
First Allied Advisory Services
California
$215K +$215K +5,000 New
WTC
221
WhitTier Trust Company
Nevada
$212K – – –
PCM
222
Parsons Capital Management
Rhode Island
$206K – – –
First Manhattan
223
First Manhattan
New York
$186K +$186K +4,348 New
HCM
224
Horrell Capital Management
Arkansas
$180K +$74.3K +1,736 +70%
RIA
225
Regal Investment Advisors
Michigan
$176K +$96.2K +2,246 +121%
7 8
9
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