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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

830 hedge funds and large institutions have $11.8B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 248 increasing their positions, 257 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+12
Holders Change %
+1.47%
% of All Funds
14.58%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.61%
New
71
Increased
248
Reduced
257
Closed
46
Calls
$3.51M
Puts
$12M
Net Calls
-$8.5M
Net Calls Change
-$11.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$288M
2
Barclays
Barclays
United Kingdom
$80.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$54M
4
LPL Financial
LPL Financial
California
$174M
5
AssetMark Inc
AssetMark Inc
California
$15.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.04B
2
TF
TIAA FSB
Florida
$1.58B
3
TD Asset Management
TD Asset Management
Ontario, Canada
$0
4
TAIM
TD Ameritrade Investment Management
Nebraska
$33.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
701
TCI Wealth Advisors
Arizona
$160K +$141K +1,259 +741%
EK
702
Evensky & Katz
Florida
$150K -$18K -161 -11%
Federated Hermes
703
Federated Hermes
Pennsylvania
$150K +$150K +1,337 New
PLU
704
Performa Ltd (US)
South Carolina
$146K – – –
LAS
705
Lloyd Advisory Services
Georgia
$137K -$22.3K -198 -14%
TC
706
Trust Company
Kansas
$137K – – –
CFD
707
Creative Financial Designs
Indiana
$136K -$30.2K -270 -18%
RG
708
Retirement Group
California
$135K – – –
HBT
709
Hills Bank & Trust
Iowa
$134K – – –
SC
710
Sierra Capital
Florida
$133K – – –
PWA
711
Phoenix Wealth Advisors
North Carolina
$128K – – –
TCWA
712
Ten Capital Wealth Advisors
Washington
$128K +$74.5K +665 +139%
CBT
713
CoreFirst Bank & Trust
Kansas
$123K – – –
MA
714
Montag & Associates
Georgia
$120K – – –
WLPWM
715
Walled Lake Planning & Wealth Management
Illinois
$118K +$29.6K +265 +34%
SFPG
716
Stonebridge Financial Planning Group
Florida
$113K -$10.8K -89 -9%
EWM
717
Evermay Wealth Management
Virginia
$112K – – –
FEG
718
Financial Enhancement Group
Indiana
$112K – – –
BFO
719
Biltmore Family Office
North Carolina
$112K – – –
FGAM
720
Financial Gravity Asset Management
Texas
$112K – – –
PFGIA
721
Patriot Financial Group Insurance Agency
Massachusetts
$111K – – –
SIAP
722
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$110K – – –
WOSD
723
WFA of San Diego
California
$110K +$110K +983 New
1IA
724
1834 Investment Advisors
Wisconsin
$109K – – –
KTC
725
Kistler-Tiffany Companies
Pennsylvania
$108K – – –
27 28
29
30 31