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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 %
GSIS
301
Global Strategic Investment Solutions
Arizona
$1.87M -$642K -5,569 -26%
CM
302
Castleark Management
Illinois
$1.84M – – –
WFM
303
Wolff Financial Management
Michigan
$1.84M +$1.84M +16,005 New
SFG
304
Sage Financial Group
Pennsylvania
$1.84M -$77.1K -669 -4%
RDFA
305
Ritter Daniher Financial Advisory
Ohio
$1.83M – – –
EA
306
Eudaimonia Advisors
Tennessee
$1.81M +$1.81M +15,720 New
AWM
307
Atticus Wealth Management
Florida
$1.8M -$4.38K -38 -0.2%
WWM
308
Western Wealth Management
Colorado
$1.78M +$1.78M +15,443 New
FNBSF
309
First National Bank Sioux Falls
South Dakota
$1.76M – – –
BP
310
Broadleaf Partners
Ohio
$1.75M -$75K -651 -4%
FFA
311
Freedman Financial Associates
Massachusetts
$1.75M – – –
PWS
312
Peloton Wealth Strategists
Indiana
$1.74M +$1.74M +15,124 New
CA
313
Clearstead Advisors
Ohio
$1.73M +$158K +1,370 +10%
GL
314
Graypoint LLC
New York
$1.71M -$20.7K -180 -1%
Financial Engines Advisors
315
Financial Engines Advisors
California
$1.7M +$575K +4,994 +51%
TWM
316
Tradition Wealth Management
Minnesota
$1.68M -$894K -7,756 -35%
RIA
317
Regal Investment Advisors
Michigan
$1.66M +$1.29M +11,218 +356%
AA
318
Alesco Advisors
New York
$1.65M – – –
RJT
319
Raymond James Trust
Florida
$1.64M +$66.6K +578 +4%
FNBT
320
FineMark National Bank & Trust
Florida
$1.64M +$228K +1,981 +16%
SFG
321
Summit Financial Group
West Virginia
$1.64M – – –
BCM
322
Brookstone Capital Management
Illinois
$1.63M +$144K +1,352 +10%
CWM
323
Cordatus Wealth Management
Pennsylvania
$1.62M +$1.62M +14,097 New
GSWM
324
Golden State Wealth Management
California
$1.62M -$28K -243 -2%
VVP
325
Venture Visionary Partners
Ohio
$1.62M -$28.9K -251 -2%
11 12
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