IWP icon

iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

425 hedge funds and large institutions have $5.02B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 144 reducing their positions, and 26 closing their positions.

Holders
425
Holders Change
+16
Holders Change %
+3.91%
% of All Funds
10.61%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.6%
New
44
Increased
127
Reduced
144
Closed
26
Calls
$43.1M
Puts
$28M
Net Calls
+$15.1M
Net Calls Change
+$11.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$482M
2
LFAS
2
Level Four Advisory Services
Texas
$30.4M
3
TF
3
TIAA FSB
Florida
$557M
4
Goldman Sachs
4
Goldman Sachs
New York
$71.4M
5
CS
5
Credit Suisse
Switzerland
$14.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.9M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$48.2M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$15.3M
5
LPL Financial
5
LPL Financial
California
$49.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TAIM
201
TD Ameritrade Investment Management
Nebraska
$730K 6,453 -5,137 -44%
PFS
202
Prospera Financial Services
Texas
$723K 6,325 +567 +10%
SWM
203
SVA Wealth Management
Wisconsin
$711K 6,286 -810 -11%
CCP
204
Corient Capital Partners
California
$708K 6,254 – –
FIM
205
Freedom Investment Management
Connecticut
$697K 6,159 +451 +8%
WCM
206
Washington Capital Management
Washington
$679K 6,000 +3,000 +100%
MWP
207
MYCIO Wealth Partners
Pennsylvania
$677K 5,984 +518 +9%
TFA
208
Transamerica Financial Advisors
Florida
$663K 5,855 -303 -5%
CNBT
209
Canandaigua National Bank & Trust
New York
$633K 5,589 – –
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$629K 5,559 -36,794 -87%
AAM
211
Autus Asset Management
Arizona
$624K 5,514 -5 -0.1%
Bessemer Group
212
Bessemer Group
New Jersey
$591K 5,220 – –
Parallax Volatility Advisers
213
Parallax Volatility Advisers
California
$585K 5,164 +5,163 +516,300%
LIC
214
Lodestar Investment Counsel
Illinois
$577K 5,098 +5,098 New
SI
215
SII Investments
Wisconsin
$572K 5,022 +339 +7%
FA
216
FDx Advisors
Illinois
$571K 5,045 -12,259 -71%
EWA
217
EP Wealth Advisors
California
$571K 5,046 +610 +14%
HCA
218
Harbour Capital Advisors
Virginia
$559K 4,942 – –
FCBT
219
First Citizens Bank & Trust
North Carolina
$559K 4,937 +129 +3%
LFG
220
LifePlan Financial Group
Ohio
$558K 4,930 -79 -2%
CAL
221
Capital Analysts LLC
Pennsylvania
$556K 4,915 -64 -1%
YWP
222
YorkBridge Wealth Partners
New York
$555K 4,906 -150 -3%
AP
223
Appleton Partners
Massachusetts
$553K 4,889 -100 -2%
QCG
224
Quadrant Capital Group
Ohio
$551K 4,921 – –
NFG
225
Nations Financial Group
Iowa
$549K 4,847 +119 +3%
7 8
9
10 11