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iShares Russell Mid-Cap Growth ETF
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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
Wellington Management Group
Massachusetts
$145M
2
Goldman Sachs
Goldman Sachs
New York
$153M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$291M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$55.5M
5
EF
Empowered Funds
Pennsylvania
$26.4M

Top Sellers

1
Barclays
Barclays
United Kingdom
$23.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$255M
3
Bank of America
Bank of America
North Carolina
$932M
4
Wells Fargo
Wells Fargo
California
$1.02B
5
Bessemer Group
Bessemer Group
New Jersey
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
201
Huntington National Bank
Ohio
$4.07M -$4.72M -9,331 Closed
SWA
202
Stratos Wealth Advisors
Ohio
$4.06M +$2.35M +20,375 +137%
SWP
203
Stratos Wealth Partners
Ohio
$4.02M +$270K +2,345 +7%
SS
204
Simplicity Solutions
Minnesota
$3.98M -$10.5K -91 -0.3%
SPC
205
Sigma Planning Corp
Michigan
$3.93M +$147K +1,280 +4%
Macquarie Group
206
Macquarie Group
Australia
$3.83M +$3.83M +33,248 New
IP
207
Investment Partners
Ohio
$3.82M +$116K +1,006 +3%
HCM
208
HMS Capital Management
Tennessee
$3.79M +$152K +1,317 +4%
BJL
209
Brighton Jones LLC
Washington
$3.78M -$228K -1,982 -6%
RSWM
210
Robertson Stephens Wealth Management
California
$3.75M +$3.43M +29,756 +1,055%
WAM
211
Weinberger Asset Management
California
$3.75M +$3.75M +32,553 New
DADC
212
D.A. Davidson & Co
Montana
$3.72M +$283K +2,458 +8%
FPGK
213
Financial Partners Group (Kansas)
Kansas
$3.71M +$34K +339 +0.9%
HAS
214
Holland Advisory Services
Florida
$3.71M +$3.71M +32,159 New
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$3.7M -$199K -1,728 -5%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$3.6M -$170K -1,475 -5%
JC
217
JB Capital
Connecticut
$3.59M +$88.8K +771 +3%
SWM
218
Southern Wealth Management
Texas
$3.58M -$11.1K -96 -0.3%
PPA
219
Parametric Portfolio Associates
Washington
$3.54M +$254K +2,201 +8%
BRWA
220
B. Riley Wealth Advisors
Florida
$3.52M +$710K +6,157 +25%
Bessemer Group
221
Bessemer Group
New Jersey
$3.44M -$27.7M -240,130 -89%
TC
222
TAGStone Capital
North Carolina
$3.43M +$3.43M +29,790 New
CFGS
223
Concourse Financial Group Securities
Alabama
$3.42M +$130K +1,124 +4%
PFS
224
Prospera Financial Services
Texas
$3.38M +$747K +6,485 +28%
NWA
225
New World Advisors
Massachusetts
$3.38M +$3.38M +29,333 New
7 8
9
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