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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 %
BWM
351
Brickley Wealth Management
California
$810K -$79K -997 -9%
SSWM
352
Smith Salley Wealth Management
North Carolina
$809K -$31.9K -402 -4%
MWM
353
Mission Wealth Management
California
$807K -$42.1K -532 -5%
WSFS
354
Wilmington Savings Fund Society
Delaware
$804K +$22.4K +283 +3%
TA
355
Tiedemann Advisors
New York
$802K -$201K -2,538 -20%
KCM
356
Karp Capital Management
California
$801K -$142K -1,792 -15%
CPO
357
Cerity Partners OCIO
New York
$794K +$1.35K +17 +0.2%
LSA
358
Lion Street Advisors
Texas
$792K -$29K -242 -4%
HWA
359
Heritage Wealth Advisors
Virginia
$792K – – –
PCIA
360
Prime Capital Investment Advisors
Kansas
$790K -$5.9M -74,483 -88%
HCM
361
HMS Capital Management
Tennessee
$783K -$905K -11,432 -54%
FTUS
362
Flow Traders U.S.
New York
$783K +$783K +9,884 New
WA
363
Waverly Advisors
Alabama
$782K +$215K +2,713 +38%
WH
364
Willner & Heller
California
$779K +$182K +2,301 +31%
FT
365
Fiduciary Trust
Massachusetts
$772K – – –
SVWAG
366
Sound View Wealth Advisors Group
Georgia
$771K -$2.85K -36 -0.4%
EB
367
Eastern Bank
Massachusetts
$769K -$159K -2,006 -17%
AllianceBernstein
368
AllianceBernstein
Tennessee
$769K +$181K +2,284 +31%
GRP
369
Global Retirement Partners
California
$767K -$49.3K -623 -6%
CWM
370
Cahill Wealth Management
Michigan
$766K -$73.1K -923 -9%
HTC
371
Haverford Trust Company
Pennsylvania
$762K -$719K -9,070 -49%
ATPW
372
Ashton Thomas Private Wealth
Arizona
$762K +$50.1K +632 +7%
EIA
373
Eldridge Investment Advisors
New Hampshire
$760K -$20.6K -260 -3%
CPIG
374
Chicago Partners Investment Group
Illinois
$755K -$55.7K -627 -7%
SW
375
SVB Wealth
Massachusetts
$748K -$42.8K -540 -5%
13 14
15
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