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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 %
RIM
526
Regent Investment Management
Kentucky
$368K – – –
MMPW
527
Mitchell McLeod Pugh & Williams
Alabama
$368K – – –
Fiera Capital (Canada)
528
Fiera Capital (Canada)
Quebec, Canada
$367K – – –
CHJWM
529
Carlton Hofferkamp & Jenks Wealth Management
Texas
$366K -$58.5K -531 -14%
FFC
530
First Financial Corp
Indiana
$363K – – –
CAL
531
Capital Advisors Ltd
Ohio
$360K – – –
AF
532
Affiance Financial
Minnesota
$359K – – –
CFA
533
Cahill Financial Advisors
Minnesota
$357K -$11.5K -102 -3%
MAM
534
Madison Asset Management
Wisconsin
$354K – – –
BCM
535
Bourgeon Capital Management
Connecticut
$353K – – –
WA
536
WealthTrust Axiom
Pennsylvania
$352K – – –
RIA
537
Regal Investment Advisors
Michigan
$352K +$352K +3,112 New
AA
538
Ancora Advisors
Ohio
$351K -$56.6K -500 -14%
TYCC
539
Texas Yale Capital Corp
Florida
$350K – – –
BTWM
540
Baker Tilly Wealth Management
Wisconsin
$349K -$48.7K -430 -12%
FIM
541
Fernwood Investment Management
Massachusetts
$349K – – –
SWM
542
SeaCrest Wealth Management
New York
$348K +$36.5K +322 +12%
HPWA
543
Hall Private Wealth Advisors
North Carolina
$348K +$348K +3,070 New
PWM
544
Perigon Wealth Management
California
$346K – – –
FMN
545
Financial Management Network
California
$346K – – –
SC
546
Savant Capital
Illinois
$343K -$11.2K -99 -3%
SMA
547
Sage Mountain Advisors
Georgia
$340K – – –
AWM
548
Avior Wealth Management
Nebraska
$338K +$19.3K +171 +6%
RSWM
549
Robertson Stephens Wealth Management
California
$338K +$37.8K +334 +13%
IC
550
Intersect Capital
California
$336K +$227 +2 +0.1%
20 21
22
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