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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

406 hedge funds and large institutions have $4.62B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
10.12%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.62%
New
38
Increased
119
Reduced
131
Closed
36
Calls
$1.74M
Puts
$6.83M
Net Calls
-$5.08M
Net Calls Change
-$3.48M

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$463M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$110M
3
Morgan Stanley
3
Morgan Stanley
New York
$344M
4
EB
4
Eastern Bank
Massachusetts
$22.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$212M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$0
2
TA
2
Teachers Advisors
New York
$30.2M
3
MNA
3
Manning & Napier Advisors
New York
$3.67M
4
SI
4
Stephens Inc
Arkansas
$71.2M
5
Wells Fargo
5
Wells Fargo
California
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
201
Caprock Group
Idaho
$571K +$208 +4 +0%
AAM
202
Autus Asset Management
Arizona
$566K -$145K -2,790 -20%
CC
203
Cassaday & Co
Virginia
$557K -$103K -3,992 -16%
MFW
204
Mosaic Family Wealth
Missouri
$556K -$26.4K -508 -5%
Bessemer Group
205
Bessemer Group
New Jersey
$550K – – –
SPC
206
Sigma Planning Corp
Michigan
$548K +$157K +3,034 +40%
MWP
207
MYCIO Wealth Partners
Pennsylvania
$547K -$263K -5,078 -32%
YWP
208
YorkBridge Wealth Partners
New York
$534K -$4.23K -80 -0.8%
AIP
209
Ameritas Investment Partners
Nebraska
$530K +$194K +3,748 +58%
FNBT
210
FineMark National Bank & Trust
Florida
$528K -$3.53K -68 -0.7%
LFG
211
LifePlan Financial Group
Ohio
$522K +$8.21K +158 +2%
CAL
212
Capital Analysts LLC
Pennsylvania
$510K +$31.1K +600 +7%
AP
213
Appleton Partners
Massachusetts
$507K +$507K +9,778 New
QCG
214
Quadrant Capital Group
Ohio
$506K – – –
BWA
215
Burt Wealth Advisors
Maryland
$500K – – –
NAM
216
NTV Asset Management
West Virginia
$498K – – –
LCM
217
Liberty Capital Management
Michigan
$497K -$31.4K -606 -6%
NFG
218
Nations Financial Group
Iowa
$491K +$519 +10 +0.1%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$491K +$137K +2,650 +39%
UWPG
220
Ullmann Wealth Partners Group
Florida
$477K -$170K -3,284 -26%
PFA
221
Pure Financial Advisors
California
$477K -$15.9K -306 -3%
AI
222
Atria Investments
North Carolina
$476K +$476K +9,176 New
TH
223
Timber Hill
Connecticut
$452K +$452K +8,708 New
GC
224
Gilbert & Cook
Iowa
$450K -$104 -2 -0%
SQA
225
Simon Quick Advisors
New Jersey
$444K +$184K +3,550 +71%
7 8
9
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