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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 %
SSB
326
Sandy Spring Bank
Maryland
$1.14M – – –
AWM
327
Atticus Wealth Management
Florida
$1.14M -$174K -1,908 -13%
RWPA
328
Richard W. Paul & Associates
Michigan
$1.14M +$15.2K +167 +1%
FCH
329
Freestone Capital Holdings
Washington
$1.14M +$471K +5,178 +70%
LPIC
330
LeJeune Puetz Investment Counsel
Michigan
$1.14M – – –
AL
331
Aspiriant LLC
California
$1.13M – – –
GCM
332
Geneva Capital Management
Wisconsin
$1.12M -$2.67M -29,288 -70%
RMCM
333
Reynders McVeigh Capital Management
Massachusetts
$1.12M -$10.7K -118 -1%
MMA
334
Miracle Mile Advisors
California
$1.11M -$97.1K -1,066 -8%
BA
335
Ballew Advisors
Mississippi
$1.1M -$17.7K -186 -2%
SAM
336
Silvercrest Asset Management
New York
$1.1M -$109K -1,192 -9%
ACM
337
Advisors Capital Management
New Jersey
$1.1M -$70.8K -778 -6%
AWA
338
Arkadios Wealth Advisors
Georgia
$1.09M -$68.8K -756 -6%
ASN
339
Advisory Services Network
Georgia
$1.07M +$383K +4,202 +55%
RCAG
340
Rehmann Capital Advisory Group
Michigan
$1.07M +$79.5K +873 +8%
TMWM
341
Taylor & Morgan Wealth Management
Michigan
$1.06M +$50.3K +552 +5%
JJBC
342
James J. Burns & Company
New York
$1.04M +$119K +1,306 +13%
WI
343
Wedgewood Investors
Pennsylvania
$1.02M -$16K -176 -2%
LGG
344
Luts & Greenleigh Group
Maryland
$1.02M -$335K -3,680 -25%
KP
345
Keel Point
Alabama
$1.02M +$292K +3,203 +40%
CWM
346
Cranbrook Wealth Management
Michigan
$1M -$40.4K -444 -4%
FA
347
FDx Advisors
Illinois
$995K – – –
BIA
348
BHK Investment Advisors
Alabama
$992K +$146K +1,601 +17%
OGF
349
Orin Green Financial
California
$987K -$19.2K -211 -2%
Kovitz Investment Group Partners
350
Kovitz Investment Group Partners
Illinois
$979K – – –
12 13
14
15 16