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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

830 hedge funds and large institutions have $11.8B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 257 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+12
Holders Change %
+1.47%
% of All Funds
14.58%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.61%
New
71
Increased
248
Reduced
257
Closed
46
Calls
$3.51M
Puts
$12M
Net Calls
-$8.5M
Net Calls Change
-$11.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$288M
2
Barclays
2
Barclays
United Kingdom
$80.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$54M
4
LPL Financial
4
LPL Financial
California
$174M
5
AssetMark Inc
5
AssetMark Inc
California
$15.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.04B
2
TF
2
TIAA FSB
Florida
$1.58B
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$0
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$33.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Pinnacle Associates
New York
$2.61M – – –
KWM
227
Kingsview Wealth Management
Oregon
$2.61M +$285K +2,545 +12%
KPWS
228
Kestra Private Wealth Services
Texas
$2.61M +$2.16M +19,307 +491%
CSM
229
CAMG Solamere Management
North Carolina
$2.6M – – –
CG
230
Colony Group
Massachusetts
$2.59M -$1.12K -10 -0%
PFS
231
Prospera Financial Services
Texas
$2.56M -$54.4K -485 -2%
Bank of Nova Scotia
232
Bank of Nova Scotia
Ontario, Canada
$2.56M +$174K +1,552 +7%
BWA
233
BDO Wealth Advisors
Florida
$2.53M -$104K -931 -4%
TWM
234
Tradition Wealth Management
Minnesota
$2.5M +$1.59M +14,205 +175%
AIG
235
American International Group
New York
$2.49M -$44.8K -400 -2%
BPA
236
Beacon Pointe Advisors
California
$2.49M +$237K +2,118 +11%
SWM
237
Strategic Wealth Management
Washington
$2.46M -$129K -1,149 -5%
GSIS
238
Global Strategic Investment Solutions
Arizona
$2.45M – – –
RG
239
Rathbones Group
United Kingdom
$2.4M -$80.1K -715 -3%
MA
240
MCF Advisors
Kentucky
$2.4M – – –
FMBTD
241
First Midwest Bank Trust Division
Illinois
$2.4M -$146K -1,306 -6%
TFGT
242
TS Financial Group (TSFG)
Illinois
$2.36M -$5.72K -51 -0.2%
PA
243
Prism Advisors
California
$2.31M -$44.1K -394 -2%
AF
244
Advisornet Financial
Minnesota
$2.25M -$792K -7,069 -26%
DBIA
245
Dumont & Blake Investment Advisors
New Jersey
$2.22M +$24.3K +217 +1%
EVM
246
Eaton Vance Management
Massachusetts
$2.19M -$2.8K -25 -0.1%
HTC
247
Haverford Trust Company
Pennsylvania
$2.19M +$102K +912 +5%
V
248
Veritable
Delaware
$2.17M – – –
Kayne Anderson Rudnick Investment Management
249
Kayne Anderson Rudnick Investment Management
California
$2.16M +$79.6K +710 +4%
ML
250
McAdam LLC
Pennsylvania
$2.16M -$167K -1,491 -7%
8 9
10
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