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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 %
AWM
276
Atticus Wealth Management
Florida
$1.75M -$83K -740 -5%
SWM
277
Spire Wealth Management
Virginia
$1.73M -$262K -2,338 -13%
FNBSF
278
First National Bank Sioux Falls
South Dakota
$1.71M – – –
FFA
279
Freedman Financial Associates
Massachusetts
$1.7M – – –
MPPLM
280
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.7M +$1.7M +15,169 New
PPWM
281
PFG Private Wealth Management
Florida
$1.68M +$79.9K +713 +5%
GL
282
Graypoint LLC
New York
$1.68M – – –
GWMIA
283
Global Wealth Management Investment Advisory
Florida
$1.67M -$506K -4,515 -23%
SWA
284
Stratos Wealth Advisors
Ohio
$1.66M +$933K +8,325 +128%
CHAM
285
Clear Harbor Asset Management
Connecticut
$1.63M +$1.63M +14,535 New
GSWM
286
Golden State Wealth Management
California
$1.6M -$6.16K -55 -0.4%
SAM
287
Silvercrest Asset Management
New York
$1.6M +$41.5K +370 +3%
AA
288
Alesco Advisors
New York
$1.6M – – –
VVP
289
Venture Visionary Partners
Ohio
$1.6M – – –
BCM
290
Brookstone Capital Management
Illinois
$1.6M +$205K +1,796 +15%
SFG
291
Summit Financial Group
West Virginia
$1.59M – – –
AWS
292
AJ Wealth Strategies
New York
$1.53M +$395K +3,523 +35%
CA
293
Clearstead Advisors
Ohio
$1.53M -$56.7K -506 -4%
RJT
294
Raymond James Trust
Florida
$1.53M – – –
CAL
295
Capital Analysts LLC
Pennsylvania
$1.52M -$11.7K -104 -0.8%
FT
296
Fiduciary Trust
Massachusetts
$1.52M – – –
Principal Financial Group
297
Principal Financial Group
Iowa
$1.49M -$815K -7,267 -35%
WT
298
Whittier Trust
California
$1.46M -$25.9K -231 -2%
AI
299
Atria Investments
North Carolina
$1.46M +$1.46M +13,044 New
BWM
300
Brickley Wealth Management
California
$1.46M -$6.27K -56 -0.4%
10 11
12
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