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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 %
KL
651
KilterHowling LLC
Colorado
$325K +$325K +2,824 New
NHC
652
Nicholas Hoffman & Company
Georgia
$325K – – –
TSWM
653
Tyler-Stone Wealth Management
Ohio
$324K +$324K +2,810 New
TGAM
654
TBH Global Asset Management
Tennessee
$315K – – –
ST
655
Smithfield Trust
Pennsylvania
$314K -$25.9K -225 -8%
CHJWM
656
Carlton Hofferkamp & Jenks Wealth Management
Texas
$314K -$1.44K -15 -0.5%
BB
657
Busey Bank
Illinois
$314K +$314K +2,724 New
WB
658
West Bancorporation
Iowa
$313K +$313K +2,717 New
TPA
659
Trivium Point Advisory
Connecticut
$312K – – –
HFA
660
High Falls Advisors
New York
$311K -$22.9K -199 -7%
SFG
661
Sovereign Financial Group
Connecticut
$311K -$5.07K -44 -2%
CCMG
662
Clark Capital Management Group
Pennsylvania
$310K +$310K +2,694 New
RBFC
663
Roman Butler Fullerton & Co
Missouri
$307K -$131K -1,140 -30%
WAL
664
W Advisors LLC
Tennessee
$307K +$307K +2,667 New
IA
665
Insight Advisors
Pennsylvania
$306K -$5.75K -50 -2%
CPA
666
Cardiff Park Advisors
California
$305K +$305K +2,645 New
PIFP
667
Partners in Financial Planning
Virginia
$303K -$24.7K -248 -8%
LRPA
668
L. Roy Papp & Associates
Arizona
$300K -$128K -1,106 -30%
IAIM
669
International Assets Investment Management
Florida
$300K +$32.6K +283 +12%
PSF
670
Pacific Sun Financial
California
$298K -$1.15K -10 -0.4%
ACM
671
AlphaStar Capital Management
North Carolina
$297K +$8.34K +80 +3%
FHA
672
Flagship Harbor Advisors
Massachusetts
$296K -$20.4K -177 -6%
BWM
673
BT Wealth Management
Georgia
$294K – – –
TA
674
TrueWealth Advisors
Alabama
$294K – – –
BCA
675
Biltmore Capital Advisors
New Jersey
$292K -$162K -1,406 -36%
25 26
27
28 29