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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 %
CFFP
851
Center for Financial Planning
Michigan
$52K -$6.27K -54 -11%
GWSG
852
GPS Wealth Strategies Group
Colorado
$52K – – –
FF
853
FourThought Financial
Florida
$51K +$115 +1 +0.2%
PCTC
854
Perkins Coie Trust Company
Washington
$48K – – –
FWM
855
Focused Wealth Management
New York
$48K – – –
CHA
856
Carmichael Hill & Associates
Maryland
$47K – – –
TA
857
Tectonic Advisors
Texas
$47K +$43.4K +374 +1,206%
CCM
858
Covington Capital Management
California
$45K – – –
FAG
859
Fortitude Advisory Group
Washington
$45K +$45K +392 New
OSAM
860
O'Shaughnessy Asset Management
Connecticut
$44K – – –
WWM
861
Wagner Wealth Management
South Carolina
$44K – – –
Koshinski Asset Management
862
Koshinski Asset Management
Illinois
$41.9K – – –
OIA
863
Optimum Investment Advisors
Illinois
$41K – – –
KFP
864
KB Financial Partners
New Jersey
$40K +$40K +350 New
GI
865
Gradient Investments
Minnesota
$39K +$1.6K +14 +4%
AWA
866
Amplius Wealth Advisors
Pennsylvania
$38K +$38K +330 New
RFA
867
Reilly Financial Advisors
California
$36K – – –
ANBT
868
American National Bank & Trust
Texas
$35K – – –
Federated Hermes
869
Federated Hermes
Pennsylvania
$34K -$121K -1,043 -78%
OIS
870
Okabena Investment Services
Minnesota
$34K +$34K +292 New
FFWM
871
Future Financial Wealth Management
Ohio
$34K +$34K +300 New
EI
872
Ellevest Inc
New York
$32K +$117 +1 +0.4%
HI
873
Hudock Inc
Pennsylvania
$31K – – –
VRM
874
Vectors Research Management
New York
$30K – – –
MWM
875
Mascoma Wealth Management
New Hampshire
$29K – – –
33 34
35
36 37