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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

912 hedge funds and large institutions have $9.81B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 303 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+34
Holders Change %
+3.87%
% of All Funds
14.38%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.62%
New
75
Increased
264
Reduced
303
Closed
35
Calls
$8.82M
Puts
$3.08M
Net Calls
+$5.74M
Net Calls Change
+$561K

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$233M
2
Ameriprise
Ameriprise
Minnesota
+$60.4M
3
SRA
Summit Rock Advisors
New York
+$52.4M
4
Barclays
Barclays
United Kingdom
+$39.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.3M
2
Wells Fargo
Wells Fargo
California
-$65.2M
3
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$37.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$35.8M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
276
Horst & Graben Wealth Management
Oregon
$1.83M -$63.2K -654 -3%
IPW
277
Intergy Private Wealth
Colorado
$1.83M +$52.7K +545 +3%
BIA
278
Biondo Investment Advisors
Pennsylvania
$1.81M +$66.2K +685 +4%
GTAM
279
Global Trust Asset Management
Florida
$1.76M +$40.1K +415 +2%
TVAMP
280
Tennessee Valley Asset Management Partners
Tennessee
$1.75M +$8.02K +83 +0.5%
SFG
281
Sage Financial Group
Pennsylvania
$1.74M -$17.4K -180 -1%
GWM
282
Geneos Wealth Management
Colorado
$1.7M -$4.25K -44 -0.2%
BWA
283
Beam Wealth Advisors
Louisiana
$1.7M +$1.41M +14,595 +485%
SWM
284
Shakespeare Wealth Management
Wisconsin
$1.69M -$42.5K -440 -2%
SSB
285
Sandy Spring Bank
Maryland
$1.65M +$438K +4,529 +36%
PA
286
Prism Advisors
California
$1.64M – – –
Franklin Resources
287
Franklin Resources
California
$1.64M -$84.6K -875 -5%
SI
288
Saxon Interests
Texas
$1.63M +$1.63M +16,903 New
WANY
289
Wealthspire Advisors (New York)
New York
$1.63M -$36.3K -376 -2%
OHWP
290
Oak Harbor Wealth Partners
North Carolina
$1.63M – – –
GRP
291
Global Retirement Partners
California
$1.63M -$46.2K -478 -3%
PWS
292
Peloton Wealth Strategists
Indiana
$1.63M +$25.1K +260 +2%
LSA
293
Lion Street Advisors
Texas
$1.62M +$16.2K +135 +1%
HIA
294
Harbor Investment Advisory
Maryland
$1.61M -$6.76K -70 -0.4%
NFG
295
Nadler Financial Group
Illinois
$1.61M – – –
CAS
296
Coppell Advisory Solutions
Texas
$1.61M +$1.61M +16,808 New
RWP
297
RWA Wealth Partners
Massachusetts
$1.57M +$1.57M +16,251 New
CM
298
Castleark Management
Illinois
$1.55M – – –
KCM
299
Kanawha Capital Management
Virginia
$1.54M – – –
SBH
300
Segall Bryant & Hamill
Illinois
$1.54M -$3.38K -35 -0.2%
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