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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 %
SBH
951
Segall Bryant & Hamill
Illinois
– -$1.78M -15,846 Closed
HF
952
HRT Financial
New York
– -$1.34M -11,947 Closed
STAS
953
Strong Tower Advisory Services
Minnesota
– -$857K -7,493 Closed
GRP
954
Global Retirement Partners
California
– -$386K -3,447 Closed
OMC
955
Old Mission Capital
Illinois
– -$381K -3,400 Closed
1WM
956
1900 Wealth Management
Texas
– -$359K -3,199 Closed
KPW
957
Kore Private Wealth
New York
– -$330K -2,946 Closed
ECG
958
EPIQ Capital Group
California
– -$288K -2,573 Closed
Simplex Trading
959
Simplex Trading
Illinois
– -$286K -2,531 Closed
CAG
960
Csenge Advisory Group
Florida
– -$268K -2,374 Closed
CS
961
Credit Suisse
Switzerland
– -$262K -2,338 Closed
AWA
962
Arete Wealth Advisors
Illinois
– -$250K -2,231 Closed
BBA
963
Braun-Bostich & Associates
Pennsylvania
– -$242K -2,160 Closed
DIP
964
DT Investment Partners
Pennsylvania
– -$238K -2,124 Closed
FWM
965
Fairhaven Wealth Management
Illinois
– -$229K -2,047 Closed
YIH
966
Y-Intercept (HK)
Hong Kong
– -$229K -2,040 Closed
MPIM
967
McGinn Penninger Investment Management
Virginia
– -$224K -2,000 Closed
PWM
968
PBMares Wealth Management
Virginia
– -$217K -1,932 Closed
TC
969
Telemus Capital
Michigan
– -$216K -1,928 Closed
MSAM
970
Moloney Securities Asset Management
Missouri
– -$204K -1,822 Closed
MWM
971
Merriman Wealth Management
Washington
– -$203K -1,815 Closed
PWA
972
Phoenix Wealth Advisors
North Carolina
– -$128K -1,146 Closed
JCM
973
Jacobi Capital Management
Pennsylvania
– -$98K -873 Closed
PWM
974
Prentice Wealth Management
New York
– -$81K -720 Closed
CPC
975
Consolidated Planning Corp
Georgia
– -$38K -340 Closed
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