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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

687 hedge funds and large institutions have $8.21B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 200 increasing their positions, 174 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+105
Holders Change %
+18.04%
% of All Funds
13.57%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.77%
New
142
Increased
200
Reduced
174
Closed
27
Calls
$1.18M
Puts
$750K
Net Calls
+$425K
Net Calls Change
+$241K

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$122M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$175M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$40.5M
4
CAM
4
Congress Asset Management
Massachusetts
$22.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$59M

Top Sellers

1
SGAM
1
Stephens Group Asset Management
Arkansas
$56.1M
2
Bank of America
2
Bank of America
North Carolina
$590M
3
M&T Bank
3
M&T Bank
New York
$0
4
Barclays
4
Barclays
United Kingdom
$462K
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oppenheimer & Co
New York
$1.81M -$64.5K -846 -3%
APA
202
American Portfolios Advisors
New York
$1.8M -$74.5K -976 -4%
AW
203
ACG Wealth
Georgia
$1.8M -$123K -1,608 -6%
Thrivent Financial for Lutherans
204
Thrivent Financial for Lutherans
Minnesota
$1.79M +$1.55M +20,354 +659%
MFG
205
Menard Financial Group
Texas
$1.78M +$1.78M +23,270 New
PFO
206
Pathstone Family Office
New Jersey
$1.77M +$3.05K +4 +0.2%
CDIA
207
Capital Directions Investment Advisors
Georgia
$1.76M -$33K -432 -2%
CG
208
Colony Group
Massachusetts
$1.74M -$69.3K -908 -4%
TNB
209
Thomasville National Bank
Georgia
$1.73M -$38.1K -500 -2%
DI
210
Disciplined Investments
Oklahoma
$1.66M +$1.66M +21,764 New
Cetera Investment Advisers
211
Cetera Investment Advisers
Illinois
$1.65M +$136K +1,782 +9%
MWM
212
McNaughton Wealth Management
California
$1.63M +$1.63M +21,440 New
Kovitz Investment Group Partners
213
Kovitz Investment Group Partners
Illinois
$1.63M -$15.3K -200 -0.9%
ANB
214
Amarillo National Bank
Texas
$1.63M +$1.53K +20 +0.1%
CP
215
CornerStone Partners
Virginia
$1.63M +$1.63M +21,316 New
BWA
216
BDO Wealth Advisors
Florida
$1.58M +$259K +3,398 +20%
AIG
217
American International Group
New York
$1.57M +$534K +7,000 +52%
IAA
218
Independent Advisor Alliance
North Carolina
$1.57M +$1.57M +20,552 New
FA
219
FCG Advisors
New Jersey
$1.53M -$6.26K -82 -0.4%
WRF
220
Waddell & Reed Financial
Kansas
$1.51M +$1.51M +19,744 New
AT
221
Arden Trust
Delaware
$1.5M -$11.4K -150 -0.8%
V
222
Veritable
Delaware
$1.47M – – –
BIA
223
BHK Investment Advisors
Alabama
$1.45M -$7.47K -98 -0.5%
NA
224
NewEdge Advisors
Louisiana
$1.44M -$1.22K -16 -0.1%
SWM
225
Southern Wealth Management
Texas
$1.44M +$1.44M +18,916 New
7 8
9
10 11