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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
1
Wellington Management Group
Massachusetts
$145M
2
Goldman Sachs
2
Goldman Sachs
New York
$153M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$291M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$55.5M
5
EF
5
Empowered Funds
Pennsylvania
$26.4M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$23.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$255M
3
Bank of America
3
Bank of America
North Carolina
$932M
4
Wells Fargo
4
Wells Fargo
California
$1.02B
5
Bessemer Group
5
Bessemer Group
New Jersey
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
701
Private Capital Group
Connecticut
$257K -$19.4K -168 -7%
FFS
702
Founders Financial Securities
Maryland
$257K -$2.53K -22 -1%
NCM
703
Neumann Capital Management
California
$256K +$256K +2,222 New
KCM
704
Kendall Capital Management
Maryland
$253K -$15.2K -132 -6%
LWCFA
705
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253K – – –
MWP
706
Madison Wealth Partners
Wisconsin
$252K +$20.7K +180 +9%
CWS
707
Cypress Wealth Services
California
$250K – – –
IBOK
708
Independence Bank of Kentucky
Kentucky
$247K -$12.9K -112 -5%
HNWA
709
Henrickson Nauta Wealth Advisors
Michigan
$247K +$247K +2,500 New
AT
710
Arden Trust
Delaware
$246K -$3.34K -29 -1%
WF
711
Welch & Forbes
Massachusetts
$245K – – –
FA
712
Fermata Advisors
California
$244K -$7.85K -68 -3%
CPSAC
713
Chas P. Smith & Associates (CPS)
Florida
$244K -$7.26K -63 -3%
EBSAM
714
Eubel Brady & Suttman Asset Management
Ohio
$244K – – –
WF
715
WoodTrust Financial
Wisconsin
$244K – – –
GLA
716
Great Lakes Advisors
Illinois
$243K – – –
NEWAS
717
N.E.W. Advisory Services
Wisconsin
$242K -$4.5K -39 -2%
ONST
718
Old North State Trust
North Carolina
$242K – – –
WP
719
WealthPLAN Partners
Nebraska
$241K +$241K +2,407 New
OC
720
Oakworth Capital
Alabama
$240K -$4.03K -35 -2%
PP
721
PDS Planning
Ohio
$240K +$461 +4 +0.2%
PFBT
722
Parkside Financial Bank & Trust
Missouri
$240K +$1.04K +9 +0.4%
APW
723
Aurora Private Wealth
New Jersey
$239K -$29.6K -256 -11%
GC
724
Garde Capital
Washington
$239K – – –
WP
725
WealthSource Partners
California
$238K -$23.1K -200 -9%
27 28
29
30 31