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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 %
MPWT
576
MassMutual Private Wealth & Trust
Connecticut
$419K -$10.4K -90 -2%
UWPG
577
Ullmann Wealth Partners Group
Florida
$416K -$62.7K -544 -13%
HA
578
HFG Advisors
Ohio
$415K +$415K +3,600 New
HF
579
Halpern Financial
Virginia
$414K -$53.9K -468 -12%
PMFA
580
Plante Moran Financial Advisors
Michigan
$409K – – –
WPC
581
White Pine Capital
Minnesota
$408K – – –
HCM
582
Hollencrest Capital Management
California
$408K – – –
NAS
583
Nicolet Advisory Services
Wisconsin
$406K -$576 -5 -0.1%
WLIM
584
White Lighthouse Investment Management
Massachusetts
$403K – – –
LHC
585
Little House Capital
Massachusetts
$403K – – –
ZIM
586
Zacks Investment Management
Illinois
$400K -$38.8K -337 -9%
IC
587
Intersect Capital
California
$400K -$24.3K -211 -6%
WLPWM
588
Walled Lake Planning & Wealth Management
Illinois
$399K +$277K +2,410 +228%
LA
589
Latitude Advisors
Florida
$397K -$115 -1 -0%
MA
590
MAS Advisors
Florida
$397K +$397K +3,435 New
BL
591
Balentine LLC
Georgia
$395K +$395K +3,429 New
AA
592
Ancora Advisors
Ohio
$394K -$28.9K -251 -7%
WS
593
Wedbush Securities
California
$390K -$15.1K -131 -4%
Chevy Chase Trust
594
Chevy Chase Trust
Maryland
$389K – – –
MA
595
MONECO Advisors
Connecticut
$387K +$12K +122 +3%
BFA
596
Bragg Financial Advisors
North Carolina
$384K – – –
RWG
597
Regal Wealth Group
California
$380K -$4.77M -41,412 -93%
EDRH
598
Edmond de Rothschild Holding
Switzerland
$380K – – –
OA
599
Oxbow Advisors
Texas
$378K – – –
AA
600
Aire Advisors
California
$377K +$377K +3,280 New
22 23
24
25 26