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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 %
AUB
76
Atlantic Union Bankshares
Virginia
$19.7M -$20.9K -181 -0.1%
TWM
77
Tolleson Wealth Management
Texas
$19.6M +$2.9M +25,156 +17%
UB
78
UMB Bank
Missouri
$19.1M -$666K -5,776 -3%
PAG
79
Private Advisor Group
New Jersey
$18.6M -$3.51M -30,434 -16%
MAC
80
Mason & Associates (California)
California
$18.5M +$18.5M +160,788 New
FHA
81
First Horizon Advisors
Tennessee
$18.5M -$85.1K -739 -0.5%
LFWA
82
LBJ Family Wealth Advisors
Texas
$18.1M +$176K +1,524 +1%
Stifel Financial
83
Stifel Financial
Missouri
$17.6M -$729K -6,325 -4%
JFG
84
JMG Financial Group
Illinois
$17M -$199K -1,730 -1%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$16.2M +$333K +2,889 +2%
BC
86
Bartlett & Co
Ohio
$16.2M +$333K +2,889 +2%
FCBT
87
First Citizens Bank & Trust
North Carolina
$15.8M +$7.49M +64,990 +90%
CM
88
Churchill Management
California
$15.7M -$236K -2,045 -1%
BF
89
BOK Financial
Oklahoma
$15.5M +$438K +3,803 +3%
APP
90
Avantax Planning Partners
Iowa
$15.3M +$2.99M +25,992 +24%
FC
91
Forte Capital
New York
$15.2M -$118K -1,022 -0.8%
KCM
92
Karp Capital Management
California
$14.9M +$859K +7,459 +6%
BDF
93
Balasa Dinverno & Foltz
$14.1M -$213K -1,525 -1%
Comerica Bank
94
Comerica Bank
Texas
$14.1M -$259K -2,704 -2%
CAN
95
Cetera Advisor Networks
California
$14M +$419K +3,635 +3%
BB
96
Berkshire Bank
Massachusetts
$13.5M -$377K -3,268 -3%
WIC
97
Whitegate Investment Counselors
New Hampshire
$13.3M -$532K -4,616 -4%
Northern Trust
98
Northern Trust
Illinois
$13.3M +$793K +6,883 +6%
EWA
99
EP Wealth Advisors
California
$12.5M -$1.27K -11 -0%
FMII
100
Farmers & Merchants Investments Inc
Nebraska
$12.4M +$2.75M +23,850 +28%
2 3
4
5 6