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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 %
W
626
WealthOne
New York
$347K -$621K -5,389 -64%
SMA
627
Sage Mountain Advisors
Georgia
$346K – – –
BTWM
628
Baker Tilly Wealth Management
Wisconsin
$346K – – –
PWMAG
629
Pinnacle Wealth Management Advisory Group
New Jersey
$346K +$41K +356 +13%
PCA
630
Personal Capital Advisors
California
$345K +$90.7K +818 +36%
CFA
631
Carroll Financial Associates
North Carolina
$344K – – –
AWM
632
Avior Wealth Management
Nebraska
$343K +$6.11K +53 +2%
SFA
633
Sequoia Financial Advisors
Ohio
$343K +$343K +2,974 New
PWP
634
Perfromance Wealth Partners
Illinois
$343K +$343K +2,980 New
FMN
635
Financial Management Network
California
$342K – – –
CF
636
Centaurus Financial
California
$340K – – –
DIA
637
Dana Investment Advisors
Wisconsin
$338K -$38.6K -335 -10%
STA
638
Summit Trail Advisors
New York
$338K +$49.8K +432 +17%
MCWA
639
Meadow Creek Wealth Advisors
Georgia
$337K +$337K +2,921 New
FLPIM
640
F.L. Putnam Investment Management
Massachusetts
$335K – – –
PFA
641
Pure Financial Advisors
California
$334K +$6.8K +59 +2%
CG
642
Cutler Group
California
$334K +$334K +2,900 New
CWM
643
CCG Wealth Management
California
$330K – – –
KA
644
Kovack Advisors
Florida
$330K +$44.1K +382 +15%
PCM
645
Parsons Capital Management
Rhode Island
$329K – – –
VCP
646
Vista Capital Partners
Oregon
$329K – – –
AA
647
Argent Advisors
Louisiana
$328K – – –
BBA
648
BLB&B Advisors
Pennsylvania
$327K -$759K -6,598 -70%
TI
649
Trexquant Investment
Connecticut
$327K +$327K +2,834 New
CCFM
650
Clear Creek Financial Management
Washington
$326K – – –
24 25
26
27 28