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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 %
MG
751
Mather Group
Illinois
$217K -$1.62K -14 -0.7%
OWA
752
Opal Wealth Advisors
New York
$215K – – –
RIM
753
Rockbridge Investment Management
New York
$214K – – –
IAG
754
Investmark Advisory Group
Connecticut
$212K +$212K +1,844 New
AC
755
Abbrea Capital
California
$211K – – –
CMI
756
Clare Market Investments
Texas
$210K +$230 +2 +0.1%
Fisher Asset Management
757
Fisher Asset Management
Washington
$210K +$210K +1,820 New
KIA
758
KCM Investment Advisors
California
$209K -$2.76K -24 -1%
OIA
759
OneDigital Investment Advisors
Kansas
$207K – – –
CSPIA
760
Cary Street Partners Investment Advisory
Virginia
$207K +$207K +1,800 New
GDP
761
Great Diamond Partners
Maine
$206K -$44.9K -391 -18%
EWM
762
Empirical Wealth Management
Washington
$206K – – –
QCM
763
Quest Capital Management
Texas
$205K +$205K +1,782 New
WPC
764
Wedmont Private Capital
Pennsylvania
$204K +$204K +1,942 New
GPA
765
Guidance Point Advisors
Massachusetts
$203K +$115 +1 +0.1%
CWM
766
C2C Wealth Management
Arizona
$203K +$203K +1,763 New
BMCM
767
Bryn Mawr Capital Management
Pennsylvania
$203K +$203K +1,764 New
Neuberger Berman Group
768
Neuberger Berman Group
New York
$202K +$202K +1,752 New
BFPW
769
BOK Financial Private Wealth
Colorado
$202K +$202K +1,753 New
BFA
770
Beacon Financial Advisory
Ohio
$202K +$202K +1,753 New
CFAM
771
Coury Firm Asset Management
Pennsylvania
$202K +$202K +1,757 New
BA
772
Bluesphere Advisors
Pennsylvania
$201K +$201K +1,745 New
MCM
773
Mengis Capital Management
Oregon
$200K +$200K +1,737 New
CCA
774
Cobblestone Capital Advisors
New York
$200K +$200K +1,740 New
AIM
775
Acropolis Investment Management
Missouri
$198K – – –
29 30
31
32 33