IWP icon

iShares Russell Mid-Cap Growth ETF
IWP

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 %
HCMT
276
Highland Capital Management (Tennessee)
Tennessee
$2.19M -$18.4K -160 -0.8%
Brown Advisory
277
Brown Advisory
Maryland
$2.13M +$155K +1,344 +8%
BWA
278
BDO Wealth Advisors
Florida
$2.12M -$480K -4,167 -18%
AI
279
Atria Investments
North Carolina
$2.12M +$619K +5,373 +41%
TNB
280
Thomasville National Bank
Georgia
$2.12M -$30K -260 -1%
AIG
281
American International Group
New York
$2.1M -$461K -4,000 -18%
RG
282
Rathbones Group
United Kingdom
$2.08M -$383K -3,325 -16%
EVM
283
Eaton Vance Management
Massachusetts
$2.08M -$176K -1,530 -8%
AF
284
Allworth Financial
California
$2.06M -$54.2K -470 -3%
SWM
285
Shakespeare Wealth Management
Wisconsin
$2.05M +$154K +1,337 +8%
CHAM
286
Clear Harbor Asset Management
Connecticut
$2.04M +$369K +3,207 +22%
HWIS
287
Hancock Whitney Investment Services
Louisiana
$2.03M +$2.03M +17,668 New
APA
288
American Portfolios Advisors
New York
$2.02M +$73.9K +641 +4%
OPS
289
Orion Portfolio Solutions
Nebraska
$1.97M -$33K -286 -2%
NFG
290
Next Financial Group
Texas
$1.96M +$792K +6,871 +68%
PA
291
Prism Advisors
California
$1.96M -$420K -3,642 -18%
OHWP
292
Oak Harbor Wealth Partners
North Carolina
$1.95M +$1.95M +16,956 New
BSW
293
Buckingham Strategic Wealth
Missouri
$1.94M +$1.42M +12,307 +271%
GTAM
294
Global Trust Asset Management
Florida
$1.92M -$279K -2,420 -13%
TVAMP
295
Tennessee Valley Asset Management Partners
Tennessee
$1.91M +$42.5K +369 +2%
NFG
296
Nadler Financial Group
Illinois
$1.91M – – –
SSB
297
Sandy Spring Bank
Maryland
$1.91M -$31.8K -276 -2%
E
298
ETFidea
New York
$1.91M +$1.91M +16,536 New
SWM
299
Spire Wealth Management
Virginia
$1.9M +$125K +1,087 +7%
EC
300
Estate Counselors
Wisconsin
$1.88M -$1.05M -9,095 -36%
10 11
12
13 14