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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 %
VVP
301
Venture Visionary Partners
Ohio
$1.34M +$139K +1,530 +12%
BWM
302
Baystate Wealth Management
Massachusetts
$1.31M +$230K +2,524 +21%
BWA
303
BDO Wealth Advisors
Florida
$1.31M -$211K -2,315 -14%
SWA
304
Sax Wealth Advisors
New Jersey
$1.3M -$45K -494 -3%
HCMT
305
Highland Capital Management (Tennessee)
Tennessee
$1.3M -$137K -1,500 -9%
AA
306
Alesco Advisors
New York
$1.3M – – –
BCM
307
Brookstone Capital Management
Illinois
$1.3M -$57.9K -636 -4%
DADC
308
D.A. Davidson & Co
Montana
$1.29M -$696K -7,649 -35%
DWMS
309
Dominguez Wealth Management Solutions
Virginia
$1.25M +$28.1K +309 +2%
KWM
310
Kingsview Wealth Management
Oregon
$1.25M -$86.6K -951 -7%
SVWAG
311
Sound View Wealth Advisors Group
Georgia
$1.24M +$513K +5,636 +70%
PIA
312
Perennial Investment Advisors
California
$1.24M +$1.24M +13,610 New
PPC
313
Park Place Capital
Alabama
$1.24M -$38.6K -424 -3%
CT
314
Clearstead Trust
Maine
$1.23M – – –
RDFA
315
Ritter Daniher Financial Advisory
Ohio
$1.23M – – –
TGAM
316
TBH Global Asset Management
Tennessee
$1.22M +$826K +9,072 +208%
LSA
317
Lion Street Advisors
Texas
$1.21M +$613K +6,730 +102%
CPSC
318
Carl P. Sherr & Co
Massachusetts
$1.21M – – –
Lido Advisors
319
Lido Advisors
California
$1.2M +$63K +692 +6%
SFG
320
Summit Financial Group
West Virginia
$1.19M – – –
SYBT
321
Stock Yards Bank & Trust
Kentucky
$1.18M -$44.7K -491 -4%
BCM
322
BTC Capital Management
Iowa
$1.18M – – –
FFL
323
Financial Freedom LLC
Ohio
$1.18M +$1.37K +15 +0.1%
EWA
324
ERTS Wealth Advisors
Michigan
$1.16M -$116K -1,271 -9%
RB
325
Renasant Bank
Mississippi
$1.15M -$23.2K -255 -2%
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