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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

941 hedge funds and large institutions have $12.5B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 291 increasing their positions, 255 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+111
Holders Change %
+13.37%
% of All Funds
14.53%
Holding in Top 10
45
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+28.57%
% of All Funds
0.69%
New
169
Increased
291
Reduced
255
Closed
42
Calls
$23.3M
Puts
$161M
Net Calls
-$138M
Net Calls Change
-$130M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$145M
2
Goldman Sachs
Goldman Sachs
New York
$153M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$291M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$55.5M
5
EF
Empowered Funds
Pennsylvania
$26.4M

Top Sellers

1
Barclays
Barclays
United Kingdom
$23.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$255M
3
Bank of America
Bank of America
North Carolina
$932M
4
Wells Fargo
Wells Fargo
California
$1.02B
5
Bessemer Group
Bessemer Group
New Jersey
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Pinnacle Associates
New York
$2.72M +$41K +356 +2%
GT
252
Glenview Trust
Kentucky
$2.71M -$23K -200 -0.8%
CDIA
253
Capital Directions Investment Advisors
Georgia
$2.68M -$43.2K -375 -2%
KWM
254
Kingsview Wealth Management
Oregon
$2.68M -$6.91K -60 -0.3%
MWM
255
Modera Wealth Management
New Jersey
$2.64M +$2.64M +22,903 New
CL
256
Choreo LLC
Illinois
$2.56M -$144K -1,250 -5%
TMWM
257
Taylor & Morgan Wealth Management
Michigan
$2.56M +$2.56M +22,174 New
FMBTD
258
First Midwest Bank Trust Division
Illinois
$2.55M +$85.1K +739 +3%
OAM
259
Oppenheimer Asset Management
New York
$2.55M +$2.55M +22,085 New
SPL
260
Smart Portfolios LLC
Washington
$2.53M -$403K -3,494 -14%
SWM
261
Strategic Wealth Management
Washington
$2.53M – – –
TFGT
262
TS Financial Group (TSFG)
Illinois
$2.5M +$72.8K +632 +3%
FCI
263
Financial Counselors Inc
Kansas
$2.49M -$200K -1,734 -7%
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$2.47M -$174K -1,500 -7%
AF
265
Advisornet Financial
Minnesota
$2.46M +$150K +1,303 +6%
BPA
266
Beacon Pointe Advisors
California
$2.46M -$94.1K -817 -4%
IFPL
267
Investments & Financial Planning LLC
Kentucky
$2.41M +$2.41M +23,568 New
ML
268
McAdam LLC
Pennsylvania
$2.32M +$101K +880 +5%
DBIA
269
Dumont & Blake Investment Advisors
New Jersey
$2.32M +$32.4K +281 +1%
CPSC
270
Carl P. Sherr & Co
Massachusetts
$2.31M +$144K +1,253 +7%
MCA
271
MSH Capital Advisors
Arizona
$2.3M +$2.3M +19,983 New
V
272
Veritable
Delaware
$2.23M – – –
CCT
273
Country Club Trust
Missouri
$2.19M +$2.89K +25 +0.1%
SC
274
Savant Capital
Illinois
$2.19M +$7.37K +64 +0.3%
HTC
275
Haverford Trust Company
Pennsylvania
$2.19M -$61.1K -530 -3%
9 10
11
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