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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 %
PPC
326
Park Place Capital
Alabama
$1.31M – – –
TMWM
327
Taylor & Morgan Wealth Management
Michigan
$1.31M +$193K +2,001 +17%
CT
328
Clearstead Trust
Maine
$1.31M – – –
RDFA
329
Ritter Daniher Financial Advisory
Ohio
$1.31M +$3.58K +37 +0.3%
VVP
330
Venture Visionary Partners
Ohio
$1.3M -$114K -1,177 -8%
SFG
331
Summit Financial Group
West Virginia
$1.3M +$35.4K +366 +3%
FCP
332
Fidelis Capital Partners
Florida
$1.3M +$918K +9,499 +240%
SWA
333
Sax Wealth Advisors
New Jersey
$1.28M -$107K -1,108 -8%
RCAG
334
Rehmann Capital Advisory Group
Michigan
$1.28M +$140K +1,452 +12%
PIA
335
Perennial Investment Advisors
California
$1.27M -$49.2K -509 -4%
SVWAG
336
Sound View Wealth Advisors Group
Georgia
$1.26M -$60.6K -627 -5%
E
337
ETFidea
New York
$1.26M +$243K +2,512 +24%
CFGS
338
Concourse Financial Group Securities
Alabama
$1.25M -$2.14M -22,156 -63%
BCM
339
BTC Capital Management
Iowa
$1.25M – – –
FFL
340
Financial Freedom LLC
Ohio
$1.25M +$773 +8 +0.1%
EWA
341
ERTS Wealth Advisors
Michigan
$1.23M -$4.25K -44 -0.3%
RB
342
Renasant Bank
Mississippi
$1.22M – – –
SYBT
343
Stock Yards Bank & Trust
Kentucky
$1.22M -$37K -383 -3%
RWPA
344
Richard W. Paul & Associates
Michigan
$1.21M +$966 +10 +0.1%
DADC
345
D.A. Davidson & Co
Montana
$1.21M -$163K -1,689 -12%
AWM
346
Atticus Wealth Management
Florida
$1.21M -$5.9K -61 -0.5%
AL
347
Aspiriant LLC
California
$1.2M -$1.45K -15 -0.1%
PCIA
348
Prime Capital Investment Advisors
Kansas
$1.17M +$229K +2,374 +24%
AWM
349
Aprio Wealth Management
Georgia
$1.17M +$1.17M +12,113 New
RMCM
350
Reynders McVeigh Capital Management
Massachusetts
$1.16M -$24.2K -250 -2%
12 13
14
15 16