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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 %
Cerity Partners
301
Cerity Partners
New York
$1.11M +$285K +3,590 +35%
VVP
302
Venture Visionary Partners
Ohio
$1.1M +$158 +2 +0%
ATC
303
Argent Trust Co
Tennessee
$1.1M +$318K +4,009 +41%
AF
304
Allworth Financial
California
$1.1M -$159K -2,002 -13%
WA
305
Wealth Alliance
New York
$1.09M +$895K +11,287 +458%
AWS
306
AJ Wealth Strategies
New York
$1.09M +$792 +10 +0.1%
SAM
307
Silvercrest Asset Management
New York
$1.08M -$2.14K -27 -0.2%
HI
308
Harbour Investments
Wisconsin
$1.08M +$1.08M +13,614 New
SG
309
StoneX Group
New York
$1.07M +$41.6K +525 +4%
E
310
ETFidea
New York
$1.05M -$64.1K -809 -6%
SSB
311
Sandy Spring Bank
Maryland
$1.05M -$177K -2,235 -14%
EFS
312
Essex Financial Services
Connecticut
$1.05M -$546K -6,892 -34%
CCB
313
Country Club Bank
Missouri
$1.03M +$1.03M +12,876 New
BCM
314
BTC Capital Management
Iowa
$1.03M – – –
RB
315
Renasant Bank
Mississippi
$1.02M +$490K +6,194 +92%
Natixis Advisors
316
Natixis Advisors
Massachusetts
$1.02M +$86.9K +1,097 +9%
SFG
317
Summit Financial Group
West Virginia
$1.02M -$22K -278 -2%
TDWM
318
Topel & Distasi Wealth Management
California
$1.01M +$99.7K +1,258 +11%
IPW
319
Intergy Private Wealth
Colorado
$999K +$218K +2,751 +28%
RMCM
320
Reynders McVeigh Capital Management
Massachusetts
$998K +$210K +2,658 +27%
LPIC
321
LeJeune Puetz Investment Counsel
Michigan
$990K – – –
AL
322
Aspiriant LLC
California
$983K +$283K +3,578 +40%
BWM
323
Baystate Wealth Management
Massachusetts
$969K +$660K +8,339 +214%
WGCA
324
Wolf Group Capital Advisors
Virginia
$965K +$781K +9,860 +424%
EWM
325
EPG Wealth Management
Georgia
$964K +$950 +12 +0.1%
11 12
13
14 15