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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

824 hedge funds and large institutions have $8.29B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 269 increasing their positions, 296 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
-71
Holders Change %
-7.93%
% of All Funds
13.93%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.46%
New
53
Increased
269
Reduced
296
Closed
112
Calls
$5.72M
Puts
$27.6M
Net Calls
-$21.9M
Net Calls Change
+$42.6M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$177M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$166M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$57.1M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$31.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.5M

Top Sellers

1
TF
TIAA FSB
Florida
-$140M
2
Citigroup
Citigroup
New York
-$30.6M
3
Truist Financial
Truist Financial
North Carolina
-$21.7M
4
Wells Fargo
Wells Fargo
California
-$19.3M
5
AAP
Arax Advisory Partners
Colorado
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
276
Nadler Financial Group
Illinois
$1.31M -$17.3K -219 -1%
SWA
277
Sax Wealth Advisors
New Jersey
$1.31M +$25.2K +318 +2%
TNB
278
Thomasville National Bank
Georgia
$1.31M -$136K -1,722 -9%
OHWP
279
Oak Harbor Wealth Partners
North Carolina
$1.3M – – –
ACM
280
Advisors Capital Management
New Jersey
$1.3M +$351K +4,432 +37%
AWS
281
Atria Wealth Solutions
New York
$1.3M -$1.96M -24,703 -60%
FNBT
282
FineMark National Bank & Trust
Florida
$1.3M +$131K +1,656 +11%
HAS
283
Holland Advisory Services
Florida
$1.29M -$1.29M -16,286 -50%
BIA
284
Biondo Investment Advisors
Pennsylvania
$1.28M +$114K +1,439 +10%
PWS
285
Peloton Wealth Strategists
Indiana
$1.27M -$23.8K -301 -2%
CM
286
Castleark Management
Illinois
$1.27M – – –
GSIS
287
Global Strategic Investment Solutions
Arizona
$1.26M – – –
HCMT
288
Highland Capital Management (Tennessee)
Tennessee
$1.25M -$39.4K -497 -3%
D
289
Dentgroup
Louisiana
$1.25M +$201K +2,534 +19%
CA
290
Clearstead Advisors
Ohio
$1.24M -$26.9K -339 -2%
KWM
291
Kingsview Wealth Management
Oregon
$1.23M -$578K -7,298 -32%
CPSC
292
Carl P. Sherr & Co
Massachusetts
$1.23M -$260K -3,278 -17%
AWM
293
Atticus Wealth Management
Florida
$1.23M -$10.3K -130 -0.8%
SBH
294
Segall Bryant & Hamill
Illinois
$1.21M -$31.7K -400 -3%
FNBSF
295
First National Bank Sioux Falls
South Dakota
$1.21M – – –
CWM
296
Cordatus Wealth Management
Pennsylvania
$1.2M -$6.34K -80 -0.5%
GL
297
Graypoint LLC
New York
$1.17M – – –
EWA
298
ERTS Wealth Advisors
Michigan
$1.14M +$62.8K +792 +6%
AA
299
Alesco Advisors
New York
$1.13M – – –
BCM
300
Brookstone Capital Management
Illinois
$1.13M -$62K -747 -5%
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12
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