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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

818 hedge funds and large institutions have $11.9B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 246 increasing their positions, 251 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+20
Holders Change %
+2.51%
% of All Funds
14.28%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.65%
New
63
Increased
246
Reduced
251
Closed
31
Calls
$4.04M
Puts
$1.42M
Net Calls
+$2.63M
Net Calls Change
-$1.26M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$144M
2
Citigroup
Citigroup
New York
+$68.9M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$50.8M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$49.7M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$45.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$251M
2
BlackRock
BlackRock
New York
-$240M
3
Wells Fargo
Wells Fargo
California
-$238M
4
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$54M
5
TF
TIAA FSB
Florida
-$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
476
Baldwin Wealth Partners
Massachusetts
$472K – – –
UWPG
477
Ullmann Wealth Partners Group
Florida
$470K – – –
MWM
478
McNaughton Wealth Management
California
$469K – – –
VA
479
Valmark Advisers
Ohio
$469K +$67.5K +596 +17%
AWM
480
Apollon Wealth Management
South Carolina
$464K +$48.7K +431 +12%
EL
481
EMFO LLC
Florida
$458K +$458K +4,048 New
MFG
482
Magnus Financial Group
New York
$457K -$37.5K -331 -8%
AP
483
Adero Partners
California
$453K – – –
IWC
484
Integrated Wealth Concepts
Massachusetts
$453K +$42.8K +378 +10%
9WM
485
9258 Wealth Management
Ohio
$448K +$1.92K +17 +0.4%
TCBWMS
486
Texas Capital Bank Wealth Management Services
Texas
$447K – – –
BCA
487
Biltmore Capital Advisors
New Jersey
$446K -$53.7K -474 -11%
KPWS
488
Kestra Private Wealth Services
Texas
$445K +$6.9K +61 +2%
PCMC
489
Private Capital Management (Colorado)
Colorado
$441K +$16.5K +146 +4%
HH
490
Hilltop Holdings
Texas
$436K +$436K +3,853 New
MA
491
MONECO Advisors
Connecticut
$432K +$3.85K +34 +0.9%
RBFC
492
Roman Butler Fullerton & Co
Missouri
$431K +$113 +1 +0%
BP
493
Ballentine Partners
Massachusetts
$430K – – –
ODIJL
494
One Day In July LLC
Vermont
$426K +$54.4K +480 +15%
AW
495
ACG Wealth
Georgia
$424K -$11.3K -100 -3%
FA
496
FDx Advisors
Illinois
$422K -$8.71K -77 -2%
SCA
497
Sage Capital Advisors
South Dakota
$422K – – –
MIA
498
MainStreet Investment Advisors
Illinois
$422K – – –
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
$422K – – –
LRPA
500
L. Roy Papp & Associates
Arizona
$420K +$113 +1 +0%
18 19
20
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