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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

878 hedge funds and large institutions have $8.68B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 238 increasing their positions, 330 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
-5
Holders Change %
-0.57%
% of All Funds
14.05%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
73
Increased
238
Reduced
330
Closed
56
Calls
$6.47M
Puts
$1.3M
Net Calls
+$5.18M
Net Calls Change
-$297K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$950M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$99.2M
3
OPS
Orion Portfolio Solutions
Nebraska
$27.2M
4
CCWM
Cassaday & Co Wealth Management
Virginia
$178M
5
ZB
Zions Bancorporation
Utah
$83.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$280M
2
FCBT
First Citizens Bank & Trust
North Carolina
$82M
3
Bank of America
Bank of America
North Carolina
$561M
4
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$104M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
251
Stillwater Capital Advisors
Pennsylvania
$1.98M +$62.8K +690 +3%
CTC
252
Central Trust Company
Missouri
$1.97M -$41.8K -459 -2%
TFGT
253
TS Financial Group (TSFG)
Illinois
$1.97M -$38.1K -418 -2%
PAS
254
Park Avenue Securities
New York
$1.96M -$289K -3,174 -13%
MA
255
MCF Advisors
Kentucky
$1.95M +$182 +2 +0%
IFPL
256
Investments & Financial Planning LLC
Kentucky
$1.89M -$220K -2,411 -10%
ATC
257
Argent Trust Co
Tennessee
$1.89M +$216K +2,374 +13%
Kayne Anderson Rudnick Investment Management
258
Kayne Anderson Rudnick Investment Management
California
$1.88M -$16.3M -178,555 -90%
LNC
259
Lincoln National Corp
Pennsylvania
$1.86M +$59.3K +651 +3%
SC
260
Sierra Capital
Florida
$1.79M -$130K -1,429 -7%
HGWM
261
Horst & Graben Wealth Management
Oregon
$1.78M -$3.08M -33,806 -63%
V
262
Veritable
Delaware
$1.77M – – –
BP
263
Broadleaf Partners
Ohio
$1.74M +$184K +2,021 +12%
VOYA Investment Management
264
VOYA Investment Management
Georgia
$1.73M +$784K +8,610 +83%
IPW
265
Intergy Private Wealth
Colorado
$1.67M +$93.6K +1,028 +6%
SFG
266
Sage Financial Group
Pennsylvania
$1.65M +$115K +1,259 +7%
Cerity Partners
267
Cerity Partners
New York
$1.65M -$24.9K -274 -1%
TVAMP
268
Tennessee Valley Asset Management Partners
Tennessee
$1.64M +$35.2K +387 +2%
BIA
269
Biondo Investment Advisors
Pennsylvania
$1.64M +$24.6K +270 +2%
SWM
270
Shakespeare Wealth Management
Wisconsin
$1.64M -$51.5K -566 -3%
GTAM
271
Global Trust Asset Management
Florida
$1.62M -$40.1K -440 -2%
Franklin Resources
272
Franklin Resources
California
$1.62M -$86.5K -950 -5%
GWM
273
Geneos Wealth Management
Colorado
$1.61M -$76.8K -844 -5%
WANY
274
Wealthspire Advisors (New York)
New York
$1.57M +$302K +3,322 +24%
PA
275
Prism Advisors
California
$1.55M – – –
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