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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

323 hedge funds and large institutions have $3.63B invested in iShares Russell Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 78 reducing their positions, and 15 closing their positions.

Holders
323
Holders Change
+47
Holders Change %
+17.03%
% of All Funds
8.62%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.45%
New
66
Increased
113
Reduced
78
Closed
15
Calls
$2.68M
Puts
$1.31M
Net Calls
+$1.37M
Net Calls Change
+$761K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$459M
2
UBS Group
2
UBS Group
Switzerland
$126M
3
M&T Bank
3
M&T Bank
New York
$151M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.1M
5
Citigroup
5
Citigroup
New York
$34.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.6M
2
B
2
Baird
Wisconsin
$3.48M
3
SWM
3
Strategic Wealth Management
Washington
$0
4
AI
4
Accredited Investors
Minnesota
$39.1M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$459M 4,927,947 +1,451,941 +42%
Bank of America
2
Bank of America
North Carolina
$327M 3,504,567 +286,266 +9%
Morgan Stanley
3
Morgan Stanley
New York
$270M 2,895,245 +273,837 +10%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$186M 1,996,827 +92,031 +5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$172M 1,842,493 +26,682 +1%
M&T Bank
6
M&T Bank
New York
$151M 1,621,021 +454,712 +39%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$141M 1,511,614 +58,872 +4%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$128M 1,375,162 +54,427 +4%
UBS Group
9
UBS Group
Switzerland
$126M 1,354,099 +1,354,099 New
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$95.1M 1,019,912 +54,392 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$84.2M 903,641 +42,876 +5%
SB
12
Suntrust Banks
Georgia
$78M 837,180 +91,980 +12%
SI
13
Stephens Inc
Arkansas
$65.8M 705,470 +25,584 +4%
CB
14
Commerce Bank
Missouri
$61.5M 659,373 +42,884 +7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$59.1M 633,625 +406,672 +179%
JIC
16
Johnson Investment Counsel
Ohio
$55.4M 594,724 -530 -0.1%
Goldman Sachs
17
Goldman Sachs
New York
$52.7M 565,027 +104,619 +23%
SF
18
Synovus Financial
Georgia
$50.7M 543,551 +9,224 +2%
PWAG
19
Polaris Wealth Advisory Group
California
$47.1M 505,599 +271,412 +116%
TA
20
Teachers Advisors
New York
$47.1M 505,391 – –
VOYA Investment Management
21
VOYA Investment Management
Georgia
$43M 461,496 +7,400 +2%
LPL Financial
22
LPL Financial
California
$42.3M 453,977 +53,415 +13%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$39.8M 425,612 +870 +0.2%
AI
24
Accredited Investors
Minnesota
$39.1M 419,047 -34,428 -8%
US Bancorp
25
US Bancorp
Minnesota
$36.9M 395,654 -13,193 -3%
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