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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 %
HCMT
251
Highland Capital Management (Tennessee)
Tennessee
$2.14M – – –
GTAM
252
Global Trust Asset Management
Florida
$2.14M +$402K +3,586 +23%
CCT
253
Country Club Trust
Missouri
$2.13M +$8.45K +75 +0.4%
Franklin Resources
254
Franklin Resources
California
$2.13M -$12.9K -115 -0.6%
SC
255
Savant Capital
Illinois
$2.13M +$1.79M +15,945 +527%
CPSC
256
Carl P. Sherr & Co
Massachusetts
$2.1M -$159K -1,415 -7%
TNB
257
Thomasville National Bank
Georgia
$2.09M -$11.2K -100 -0.5%
AF
258
Allworth Financial
California
$2.06M +$559K +4,988 +37%
MIAN
259
Mariner Independent Advisor Network
Kansas
$1.95M +$87.4K +779 +5%
OPS
260
Orion Portfolio Solutions
Nebraska
$1.94M -$76.3K -681 -4%
Brown Advisory
261
Brown Advisory
Maryland
$1.93M -$58.2K -519 -3%
JFGIW
262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.92M -$56.2K -501 -3%
BAM
263
Barrett Asset Management
New York
$1.91M +$60.5K +540 +3%
APA
264
American Portfolios Advisors
New York
$1.9M -$71.5K -638 -4%
SSB
265
Sandy Spring Bank
Maryland
$1.89M -$41.9K -374 -2%
SFG
266
Sage Financial Group
Pennsylvania
$1.86M -$333K -2,974 -15%
SWM
267
Shakespeare Wealth Management
Wisconsin
$1.86M -$11K -97 -0.6%
NFG
268
Nadler Financial Group
Illinois
$1.86M +$151K +1,345 +9%
BU
269
BBVA USA
Alabama
$1.83M -$29.9K -267 -2%
TVAMP
270
Tennessee Valley Asset Management Partners
Tennessee
$1.82M -$3.48K -31 -0.2%
CM
271
Castleark Management
Illinois
$1.79M – – –
CA
272
CastleArk Alternatives
Illinois
$1.79M +$1.79M +16,000 New
RDFA
273
Ritter Daniher Financial Advisory
Ohio
$1.78M – – –
SBH
274
Segall Bryant & Hamill
Illinois
$1.78M -$5.6K -50 -0.3%
BP
275
Broadleaf Partners
Ohio
$1.78M -$2.13K -19 -0.1%
9 10
11
12 13