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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
$949M
2
Citigroup
Citigroup
New York
$93M
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
$1.32B
2
BlackRock
BlackRock
New York
$5.65M
3
Wells Fargo
Wells Fargo
California
$1.05B
4
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$217M
5
TF
TIAA FSB
Florida
$1.65B
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
701
Financial Enhancement Group
Indiana
$113K – – –
BFO
702
Biltmore Family Office
North Carolina
$113K – – –
FGAM
703
Financial Gravity Asset Management
Texas
$113K – – –
EWM
704
Evermay Wealth Management
Virginia
$113K +$113K +1,000 New
PFGIA
705
Patriot Financial Group Insurance Agency
Massachusetts
$112K – – –
SIAP
706
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$111K – – –
1IA
707
1834 Investment Advisors
Wisconsin
$110K – – –
KTC
708
Kistler-Tiffany Companies
Pennsylvania
$109K +$33.1K +293 +44%
PFBT
709
Parkside Financial Bank & Trust
Missouri
$107K +$3.51K +31 +3%
PCA
710
Providence Capital Advisors
North Carolina
$105K – – –
MPCG
711
Matrix Private Capital Group
New York
$105K – – –
Barclays
712
Barclays
United Kingdom
$104K -$685K -6,060 -87%
POIA
713
Pin Oak Investment Advisors
Texas
$101K +$907 +8 +0.9%
JCM
714
Jacobi Capital Management
Pennsylvania
$99K – – –
JGIA
715
Jackson Grant Investment Advisers
Connecticut
$93K – – –
SN
716
Sittner & Nelson
Oregon
$91K – – –
WLPWM
717
Walled Lake Planning & Wealth Management
Illinois
$90K +$7.05K +62 +9%
EFSCE
718
Enterprise Financial Services Corp (EFSC)
Missouri
$89K -$5.68K -50 -6%
SNT
719
Security National Trust
West Virginia
$89K – – –
WB
720
Webster Bank
Connecticut
$85K – – –
JFA
721
JNBA Financial Advisors
Minnesota
$82K -$3.07K -27 -4%
PWM
722
Prentice Wealth Management
New York
$82K – – –
WT
723
Washington Trust
Rhode Island
$82K – – –
PGAM
724
Princeton Global Asset Management
New Jersey
$82K – – –
PCTC
725
Perkins Coie Trust Company
Washington
$78K – – –
27 28
29
30 31