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.

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
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 Holding Trade Value Shares
Change 		Shares
Change %
PL
851
Plancorp LLC
Missouri
– -$263K -2,323 Closed
RF
852
RHS Financial
California
– -$253K -2,237 Closed
LSAG
853
Lake Street Advisors Group
New Hampshire
– -$248K -2,160 Closed
DWM
854
Dakota Wealth Management
Florida
– -$235K -2,080 Closed
TIP
855
Torray Investment Partners
Maryland
– -$231K -2,044 Closed
William Blair Investment Management
856
William Blair Investment Management
Illinois
– -$217K -1,921 Closed
RIG
857
Renaissance Investment Group
Massachusetts
– -$216K -1,906 Closed
HR
858
Hayden Royal
North Carolina
– -$206K -1,824 Closed
QC
859
QCM Cayman
Texas
– -$206K -1,816 Closed
RPG
860
Resource Planning Group
Georgia
– -$201K -1,774 Closed
BMCM
861
Bryn Mawr Capital Management
Pennsylvania
– -$200K -1,764 Closed
PC
862
Permanens Capital
New York
– -$125K -1,100 Closed
EFSCE
863
Enterprise Financial Services Corp (EFSC)
Missouri
– -$89K -784 Closed
PSIWM
864
Paradigm Strategies in Wealth Management
Minnesota
– -$53K -470 Closed
AS
865
Altshuler Shaham
Israel
– -$43K -378 Closed
KFP
866
KB Financial Partners
New Jersey
– -$40K -350 Closed
PA
867
Perennial Advisors
New York
– -$40K -350 Closed
RBC
868
Roble Belko & Company
Pennsylvania
– -$27K -240 Closed
EBA
869
Eagle Bay Advisors
New York
– -$14K -118 Closed
SB
870
Strategic Blueprint
Georgia
– -$13K -112 Closed
RDWM
871
Red Door Wealth Management
Tennessee
– -$12K -108 Closed
CG
872
Cutler Group
California
– -$11K -100 Closed
AAP
873
Arax Advisory Partners
Colorado
– -$7K -58 Closed
MIM
874
Macroview Investment Management
Maryland
– -$4K -38 Closed
LC
875
Lindbrook Capital
California
– -$5K -25 Closed
31 32 33 34
35