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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 %
FEG
801
Financial Enhancement Group
Indiana
$115K – – –
BFO
802
Biltmore Family Office
North Carolina
$115K – – –
SIAP
803
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K – – –
KTC
804
Kistler-Tiffany Companies
Pennsylvania
$111K – – –
WOSD
805
WFA of San Diego
California
$110K -$2.87K -25 -3%
MPCG
806
Matrix Private Capital Group
New York
$107K – – –
DWMG
807
DB Wealth Management Group
California
$107K +$73.6K +640 +221%
HR
808
Howe & Rusling
New York
$107K +$83.7K +725 +359%
PCA
809
Providence Capital Advisors
North Carolina
$106K – – –
1IA
810
1834 Investment Advisors
Wisconsin
$104K -$8.18K -71 -7%
POIA
811
Pin Oak Investment Advisors
Texas
$103K – – –
ADL
812
Asset Dedication LLC
California
$103K +$5.57K +48 +6%
QC
813
Quent Capital
New York
$96K +$96K +833 New
PA
814
PSI Advisors
Florida
$95K +$115 +1 +0.1%
JGIA
815
Jackson Grant Investment Advisers
Connecticut
$95K +$115 +1 +0.1%
SN
816
Sittner & Nelson
Oregon
$92K – – –
SFPG
817
Stonebridge Financial Planning Group
Florida
$90K – – –
MFM
818
MD Financial Management
Ontario, Canada
$88K +$88K +768 New
WB
819
Webster Bank
Connecticut
$86K – – –
PGAM
820
Princeton Global Asset Management
New Jersey
$83K – – –
PFGIA
821
Patriot Financial Group Insurance Agency
Massachusetts
$80K -$34.3K -298 -30%
NSIM
822
North Star Investment Management
Illinois
$80K +$80K +690 New
PB
823
Pinnacle Bancorp
Nebraska
$79K – – –
EIP
824
Ellis Investment Partners
Pennsylvania
$78K +$16.8K +147 +27%
SFC
825
SYM Financial Corp
Indiana
$77K -$1.15K -10 -1%
31 32
33
34 35