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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 %
BOH
276
Bank of Hawaii
Hawaii
$1.54M -$304K -3,341 -16%
OHWP
277
Oak Harbor Wealth Partners
North Carolina
$1.54M – – –
GRP
278
Global Retirement Partners
California
$1.53M +$655K +7,412 +75%
HIA
279
Harbor Investment Advisory
Maryland
$1.52M -$182 -2 -0%
SWM
280
Spire Wealth Management
Virginia
$1.51M +$951K +10,450 +169%
NFG
281
Nadler Financial Group
Illinois
$1.51M – – –
PWS
282
Peloton Wealth Strategists
Indiana
$1.51M -$5.28K -58 -0.3%
Natixis Advisors
283
Natixis Advisors
Massachusetts
$1.48M -$52.8K -580 -3%
CM
284
Castleark Management
Illinois
$1.46M – – –
KCM
285
Kanawha Capital Management
Virginia
$1.45M -$4.55K -50 -0.3%
SBH
286
Segall Bryant & Hamill
Illinois
$1.45M – – –
GSIS
287
Global Strategic Investment Solutions
Arizona
$1.45M – – –
TNB
288
Thomasville National Bank
Georgia
$1.44M +$8.74K +96 +0.6%
HI
289
Harbour Investments
Wisconsin
$1.44M +$131K +1,441 +10%
RG
290
Rathbones Group
United Kingdom
$1.43M -$193K -2,115 -12%
BFG
291
Bleakley Financial Group
New Jersey
$1.42M -$260K -2,856 -16%
WWM
292
Western Wealth Management
Colorado
$1.4M -$1.55K -17 -0.1%
FNBSF
293
First National Bank Sioux Falls
South Dakota
$1.39M – – –
Brown Advisory
294
Brown Advisory
Maryland
$1.39M +$114K +1,257 +9%
BSW
295
Buckingham Strategic Wealth
Missouri
$1.39M – – –
RSWM
296
Robertson Stephens Wealth Management
California
$1.38M -$96.3K -1,058 -7%
FNBOO
297
First National Bank of Omaha
Nebraska
$1.35M -$37K -406 -3%
AllianceBernstein
298
AllianceBernstein
Tennessee
$1.35M +$20.1K +221 +2%
GL
299
Graypoint LLC
New York
$1.35M – – –
AIG
300
American International Group
New York
$1.34M +$91.1K +1,000 +7%
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