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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
14.54%
Holding in Top 10
45
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+28.57%
% of All Funds
0.7%
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
RFA
5
RTD Financial Advisors
Pennsylvania
$28.9M

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 %
TF
1
TIAA FSB
Florida
$1.6B 13,859,433 -214,858 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1.06B 9,183,274 -126,989 -1%
Wells Fargo
3
Wells Fargo
California
$1.02B 8,813,159 -243,307 -3%
Bank of America
4
Bank of America
North Carolina
$932M 8,092,846 -264,158 -3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$430M 3,727,831 +4,928 +0.1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$352M 3,057,128 +61,617 +2%
UBS Group
7
UBS Group
Switzerland
$301M 2,610,446 +8,298 +0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$291M 2,525,600 +288,902 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$285M 2,471,802 +26,301 +1%
CB
10
Commerce Bank
Missouri
$267M 2,314,941 +37,855 +2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$255M 2,209,885 -361,392 -14%
AFIMH
12
American Family Insurance Mutual Holding
Wisconsin
$220M 1,913,318 – –
Ameriprise
13
Ameriprise
Minnesota
$199M 1,730,045 +112,176 +7%
LPL Financial
14
LPL Financial
California
$185M 1,603,691 +53,855 +3%
SF
15
Synovus Financial
Georgia
$185M 1,601,311 +11,531 +0.7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$179M 1,550,467 -70,361 -4%
US Bancorp
17
US Bancorp
Minnesota
$168M 1,461,547 +39,821 +3%
Goldman Sachs
18
Goldman Sachs
New York
$153M 1,328,627 +353,299 +36%
Truist Financial
19
Truist Financial
North Carolina
$151M 1,309,106 +18,528 +1%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$145M 1,255,896 +774,224 +161%
Citigroup
21
Citigroup
New York
$128M 1,115,164 +182,573 +20%
Osaic Holdings
22
Osaic Holdings
Arizona
$115M 1,002,514 +36,517 +4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$111M 964,388 +11,721 +1%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$111M 963,276 +151 +0%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$85.7M 743,899 +205,537 +38%
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