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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

812 hedge funds and large institutions have $11.7B invested in iShares Russell Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+100
Holders Change %
+14.04%
% of All Funds
14.41%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.89%
New
148
Increased
224
Reduced
261
Closed
37
Calls
$4.96M
Puts
$2.1M
Net Calls
+$2.86M
Net Calls Change
+$26.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$386M
2
Barclays
Barclays
United Kingdom
+$57.4M
3
Creative Planning
Creative Planning
Kansas
+$27.2M
4
TF
TIAA FSB
Florida
+$23.1M
5
PWS
Paragon Wealth Strategies
Florida
+$23.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$92.7M
2
Bessemer Group
Bessemer Group
New Jersey
-$78.4M
3
Wells Fargo
Wells Fargo
California
-$73.1M
4
UBS Group
UBS Group
Switzerland
-$53.3M
5
Goldman Sachs
Goldman Sachs
New York
-$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
576
Apollon Wealth Management
South Carolina
$294K +$294K +2,868 New
RC
577
Rinet Company
Massachusetts
$293K – – –
FNBOO
578
First National Bank of Omaha
Nebraska
$290K – – –
TPA
579
Trivium Point Advisory
Connecticut
$287K -$8.4K -80 -3%
BWM
580
BT Wealth Management
Georgia
$286K – – –
RBFC
581
Roman Butler Fullerton & Co
Missouri
$285K +$103 +1 +0%
SWM
582
SeaCrest Wealth Management
New York
$285K +$3.38K +33 +1%
EP
583
Eudaimonia Partners
Tennessee
$282K -$36.8K -359 -12%
TGAM
584
TBH Global Asset Management
Tennessee
$280K -$28.1K -274 -9%
AT
585
Arden Trust
Delaware
$278K -$3.79K -37 -1%
SFA
586
Sequoia Financial Advisors
Ohio
$278K -$3.49K -34 -1%
YIA
587
YHB Investment Advisors
Connecticut
$278K +$1.44K +14 +0.5%
PWMAG
588
Pinnacle Wealth Management Advisory Group
New Jersey
$272K – – –
RSWM
589
Robertson Stephens Wealth Management
California
$272K +$103 +1 +0%
SWMG
590
Strategic Wealth Management Group
Maryland
$272K +$272K +2,647 New
IWC
591
Integrated Wealth Concepts
Massachusetts
$270K +$6.66K +65 +3%
TA
592
TrueWealth Advisors
Alabama
$269K +$269K +2,552 New
OAM
593
Oppenheimer Asset Management
New York
$266K +$266K +2,595 New
RSS
594
Rosenblum Silverman Sutton
California
$266K +$266K +2,596 New
LGA
595
Lebenthal Global Advisors
New York
$266K +$266K +2,600 New
ECG
596
EPIQ Capital Group
California
$264K +$206 +2 +0.1%
CCA
597
Clearwater Capital Advisors
Illinois
$263K -$40K -390 -13%
WI
598
WrapManager Inc
California
$263K -$10K -98 -4%
BMCM
599
Bryn Mawr Capital Management
Pennsylvania
$263K +$263K +2,564 New
HH
600
Hilltop Holdings
Texas
$262K -$14.4M -140,344 -98%
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