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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FIBT
101
First International Bank & Trust
North Dakota
$12.3M 106,417 +106,417 New
SPIA
102
Steward Partners Investment Advisory
New York
$11.9M 103,381 -26,461 -20%
PFP
103
Pinnacle Financial Partners
Tennessee
$11.9M 103,350 -7,518 -7%
CWM
104
Connecticut Wealth Management
Connecticut
$11.6M 100,901 +1 +0%
TAM
105
Tocqueville Asset Management
New York
$11.6M 100,531 +1,805 +2%
AAS
106
Avantax Advisory Services
Texas
$11.5M 99,961 +3,014 +3%
KAS
107
Kestra Advisory Services
Texas
$11.5M 99,804 -3,206 -3%
HIP
108
HUB Investment Partners
Texas
$11.4M 99,317 +82 +0.1%
CRC
109
Curi RMB Capital
Illinois
$11.3M 98,194 -791 -0.8%
NP
110
NorthRock Partners
Minnesota
$10.8M 94,012 -1,338 -1%
FWP
111
Falcon Wealth Planning
California
$10.8M 93,992 +6,496 +7%
NCMW
112
Northern Capital Management (Washington)
Washington
$10.7M 92,820 +91 +0.1%
BRWM
113
B. Riley Wealth Management
Tennessee
$10.6M 92,113 +3,190 +4%
MCWS
114
McKinley Carter Wealth Services
West Virginia
$10.5M 91,203 -20,213 -18%
Jane Street
115
Jane Street
New York
$10.5M 91,093 +61,194 +205%
SCA
116
Southern Capital Advisors
Tennessee
$10.2M 88,270 +88,270 New
FWM
117
FSA Wealth Management
Massachusetts
$10M 87,133 +237 +0.3%
PCIA
118
Prime Capital Investment Advisors
Kansas
$9.85M 85,477 +12,472 +17%
WWM
119
Windsor Wealth Management
Indiana
$9.51M 84,621 +39,904 +89%
MCM
120
MV Capital Management
Maryland
$9.51M 82,532 +502 +0.6%
Nuveen Asset Management
121
Nuveen Asset Management
Illinois
$9.39M 85,000 – –
FTS
122
Fifth Third Securities
Ohio
$9.32M 80,839 +4,716 +6%
ACM
123
Anfield Capital Management
California
$9.2M 79,881 +1,484 +2%
OAM
124
Occidental Asset Management
California
$9.13M 79,203 +920 +1%
PWAG
125
Polaris Wealth Advisory Group
California
$9.1M 78,963 -670 -0.8%
3 4
5
6 7