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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

527 hedge funds and large institutions have $5.79B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 164 increasing their positions, 149 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+18
Holders Change %
+3.54%
% of All Funds
11.76%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.58%
New
88
Increased
164
Reduced
149
Closed
65
Calls
$4.46M
Puts
$3.98M
Net Calls
+$478K
Net Calls Change
+$112K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$675M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$108M
3
CAM
3
Congress Asset Management
Massachusetts
$77.9M
4
Bank of America
4
Bank of America
North Carolina
$499M
5
EWA
5
EP Wealth Advisors
California
$59.5M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$0
2
SS
2
Simplicity Solutions
Minnesota
$753K
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$0
4
AWM
4
AE Wealth Management
Kansas
$731K
5
HPC
5
HM Payson & Co
Maine
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
201
Private Capital Group
Connecticut
$1.22M +$158K +2,784 +15%
JFGIW
202
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.21M +$739K +12,992 +156%
MCM
203
MAI Capital Management
Ohio
$1.19M +$39.8K +700 +3%
DGI
204
Disciplined Growth Investors
Minnesota
$1.19M +$1.19M +20,876 New
BIA
205
BHK Investment Advisors
Alabama
$1.16M +$57.1K +1,004 +5%
FUBT
206
First United Bank & Trust
Maryland
$1.13M -$256K -4,494 -18%
OC
207
Oppenheimer & Co
New York
$1.13M -$231K -4,064 -17%
FCBT
208
First Citizens Bank & Trust
North Carolina
$1.11M +$243K +4,280 +28%
MGIA
209
Moneta Group Investment Advisors
Missouri
$1.1M -$28.7K -504 -3%
IA
210
IFP Advisors
Florida
$1.08M -$216K -3,838 -17%
CWM
211
Cordatus Wealth Management
Pennsylvania
$1.06M +$1.06M +18,632 New
CA
212
Clearstead Advisors
Ohio
$1.03M – – –
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$998K +$477K +8,402 +92%
CWM
214
Cranbrook Wealth Management
Michigan
$976K -$106K -1,866 -10%
MCM
215
Murphy Capital Management
New Jersey
$955K -$59.1K -1,040 -6%
Kayne Anderson Rudnick Investment Management
216
Kayne Anderson Rudnick Investment Management
California
$953K +$223K +3,914 +30%
AFNAS
217
American Financial Network Advisory Services
California
$945K -$61.3K -1,078 -6%
PWMG
218
Prestige Wealth Management Group
New Jersey
$925K +$925K +16,272 New
TFA
219
Transamerica Financial Advisors
Florida
$922K +$307K +5,390 +50%
CAG
220
Csenge Advisory Group
Florida
$912K +$912K +16,046 New
BCA
221
Berman Capital Advisors
Georgia
$901K +$4.32K +76 +0.5%
A
222
AdvicePeriod
California
$892K +$29.6K +520 +3%
BP
223
Broadleaf Partners
Ohio
$890K +$24.3K +428 +3%
SKK
224
Shepherd Kaplan Krochuk
Massachusetts
$875K – – –
FNBSF
225
First National Bank Sioux Falls
South Dakota
$872K – – –
7 8
9
10 11