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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 %
RDIA
901
RE Dickinson Investment Advisors
Iowa
$19K +$19K +161 New
LWA
902
Lowe Wealth Advisors
Maryland
$17K – – –
LFA
903
Level Financial Advisors
New York
$17K +$17K +145 New
IWP
904
IAG Wealth Partners
Wisconsin
$16K -$21.5K -181 -57%
SBL
905
Sargent Bickham Lagudis
Colorado
$15K – – –
AWM
906
Activest Wealth Management
Florida
$15K – – –
DHGWA
907
Dixon Hughes Goodman Wealth Advisors
North Carolina
$15K +$15K +134 New
PP
908
PrairieView Partners
Minnesota
$14K – – –
SCM
909
Shelton Capital Management
Colorado
$12K +$12K +100 New
AC
910
AlphaCore Capital
California
$12K +$12K +100 New
MTIC
911
Missouri Trust & Investment Company
Missouri
$12K +$12K +100 New
HS
912
Horan Securities
United States
$12K +$12K +108 New
FDCDDQ
913
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K – – –
GAM
914
Gemmer Asset Management
California
$11K – – –
IRC
915
Investors Research Corp
Georgia
$11K – – –
TF
916
TimeScale Financial
Massachusetts
$11K – – –
TCWM
917
Total Clarity Wealth Management
Illinois
$11K – – –
CIAS
918
Capital Investment Advisory Services
North Carolina
$10K – – –
KFAA
919
Klaas Financial Asset Advisors
Illinois
$10K +$10K +87 New
RK
920
Rather & Kittrell
Tennessee
$9K +$9K +86 New
MP
921
McDonald Partners
Ohio
$8.3K +$8.3K +72 New
ACM
922
Absolute Capital Management
Pennsylvania
$8.3K +$8.3K +72 New
FFG
923
Ford Financial Group
California
$8.06K +$6 +52 +0.1%
HFA
924
HC Financial Advisors
California
$8K – – –
CWC
925
Carolinas Wealth Consulting
North Carolina
$8K – – –
35 36
37
38 39