IWP icon

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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.04B
2
TF
2
TIAA FSB
Florida
$1.58B
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$0
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$33.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$182M
Name Market Value Shares Shares
Change 		Shares
Change %
FMWA
51
Forvis Mazars Wealth Advisors
Missouri
$30.9M 275,629 +266 +0.1%
CMA
52
Cedar Mountain Advisors
Oregon
$30.5M 272,483 -5,274 -2%
Bessemer Group
53
Bessemer Group
New Jersey
$30.3M 270,000 – –
KF
54
Krilogy Financial
Missouri
$29.8M 266,021 -1,503 -0.6%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$29.4M 261,995 -8,165 -3%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$28.8M 257,403 -170 -0.1%
CA
57
Cetera Advisors
Colorado
$28.4M 253,554 +66,845 +36%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$28.1M 250,831 -83,664 -25%
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$26.3M 234,540 +2,458 +1%
HFS
60
Hantz Financial Services
Michigan
$25.4M 226,432 -15,475 -6%
OCM
61
One Capital Management
California
$24.7M 219,973 +19,528 +10%
TI
62
Truepoint Inc
Ohio
$24.5M 218,357 -1,581 -0.7%
IIC
63
Integrated Investment Consultants
Michigan
$23.9M 214,868 +6,600 +3%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$23.9M 213,147 +24,519 +13%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$21.6M 183,246 -3,573 -2%
PAG
66
Private Advisor Group
New Jersey
$21.5M 191,700 +33,914 +21%
BCIM
67
Bishop & Co Investment Management
Pennsylvania
$21.3M 190,341 +926 +0.5%
BPWM
68
Badgley Phelps Wealth Managers
Washington
$21M 187,067 +187,067 New
Baird Financial Group
69
Baird Financial Group
Wisconsin
$19.8M 176,957 +2,323 +1%
Mariner
70
Mariner
Kansas
$19.6M 175,275 +21,671 +14%
UB
71
UMB Bank
Missouri
$19.2M 171,590 -1,413 -0.8%
AUB
72
Atlantic Union Bankshares
Virginia
$19.2M 170,899 -9,597 -5%
AI
73
Accredited Investors
Minnesota
$18.8M 168,014 +1,115 +0.7%
FHA
74
First Horizon Advisors
Tennessee
$18.1M 161,081 +5,125 +3%
LFWA
75
LBJ Family Wealth Advisors
Texas
$17.9M 155,587 – –
1 2
3
4 5