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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 %
GIA
326
Gladstone Institutional Advisory
Florida
$953K -$14.7K -185 -2%
Lido Advisors
327
Lido Advisors
California
$953K +$109K +1,378 +13%
LNC
328
Lincoln National Corp
Pennsylvania
$935K +$159K +2,004 +20%
BIA
329
BHK Investment Advisors
Alabama
$932K -$35.6K -449 -4%
BA
330
Ballew Advisors
Mississippi
$932K +$72.6K +914 +8%
FAM
331
Fred Alger Management
New York
$917K -$159K -2,005 -15%
MCM
332
Murphy Capital Management
New Jersey
$917K -$16.3K -206 -2%
CWM
333
Cranbrook Wealth Management
Michigan
$917K – – –
BRWA
334
B. Riley Wealth Advisors
Florida
$914K +$31.5K +397 +4%
WI
335
Wedgewood Investors
Pennsylvania
$903K – – –
WT
336
Whittier Trust
California
$901K -$112K -1,410 -11%
EP
337
Eudaimonia Partners
Tennessee
$898K +$329K +4,160 +58%
OGF
338
Orin Green Financial
California
$897K -$10.2K -126 -1%
HIA
339
Harbor Investment Advisory
Maryland
$880K – – –
SQA
340
Simon Quick Advisors
New Jersey
$877K +$1.18K +13 +0.1%
WMP
341
Wealth Management Partners
Arizona
$870K – – –
EA
342
Eudaimonia Advisors
Tennessee
$869K -$324K -4,095 -27%
SYBT
343
Stock Yards Bank & Trust
Kentucky
$864K +$169K +2,135 +24%
WFM
344
Wolff Financial Management
Michigan
$858K -$509K -6,417 -37%
TMWM
345
Taylor & Morgan Wealth Management
Michigan
$856K -$959K -12,105 -53%
CBN
346
Cadence Bank NA
Texas
$853K – – –
Kovitz Investment Group Partners
347
Kovitz Investment Group Partners
Illinois
$852K -$1.19K -15 -0.1%
FWTB
348
First Western Trust Bank
Colorado
$843K -$43.2K -539 -5%
PTC
349
Private Trust Company
Ohio
$831K -$45.4K -573 -5%
IF
350
Integrity Financial
Wyoming
$826K +$3.88K +49 +0.5%
12 13
14
15 16