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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 %
MPCG
726
Matrix Private Capital Group
New York
$104K – – –
PCA
727
Providence Capital Advisors
North Carolina
$104K – – –
POIA
728
Pin Oak Investment Advisors
Texas
$100K – – –
JCM
729
Jacobi Capital Management
Pennsylvania
$98K +$112 +1 +0.1%
CWA
730
Clearview Wealth Advisors
Oregon
$94K -$43.4K -386 -32%
ADL
731
Asset Dedication LLC
California
$94K +$35.4K +316 +60%
JGIA
732
Jackson Grant Investment Advisers
Connecticut
$92K +$112 +1 +0.1%
PA
733
PSI Advisors
Florida
$92K +$92K +824 New
SN
734
Sittner & Nelson
Oregon
$90K – – –
SNT
735
Security National Trust
West Virginia
$89K – – –
WB
736
Webster Bank
Connecticut
$84K – – –
PGAM
737
Princeton Global Asset Management
New Jersey
$81K – – –
PWM
738
Prentice Wealth Management
New York
$81K – – –
WT
739
Washington Trust
Rhode Island
$81K – – –
SIM
740
Sonora Investment Management
Arizona
$81K +$18.2K +162 +29%
HDIM
741
Hanson & Doremus Investment Management
Vermont
$81K +$46K +412 +131%
PB
742
Pinnacle Bancorp
Nebraska
$77K – – –
SFC
743
SYM Financial Corp
Indiana
$76K +$1.12K +10 +1%
VCM
744
Vigilant Capital Management
Maine
$73K +$73K +649 New
WWM
745
Wolff Wiese Magana
California
$69K – – –
GG
746
Gleason Group
Kentucky
$69K +$112 +1 +0.2%
CA
747
Crewe Advisors
Utah
$68K – – –
SAM
748
S.A. Mason
Michigan
$68K – – –
BWM
749
Baystate Wealth Management
Massachusetts
$68K +$5.96K +53 +10%
JFA
750
JNBA Financial Advisors
Minnesota
$67K -$13.6K -122 -17%
28 29
30
31 32