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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

883 hedge funds and large institutions have $8.95B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 237 increasing their positions, 306 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+76
Holders Change %
+9.42%
% of All Funds
14.25%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.52%
New
138
Increased
237
Reduced
306
Closed
48
Calls
$7.32M
Puts
$1.85M
Net Calls
+$5.48M
Net Calls Change
+$2.75M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$46.5M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$40.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$29.2M
4
CAM
Congress Asset Management
Massachusetts
+$21.8M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
+$21.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$108M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$92.5M
3
Morgan Stanley
Morgan Stanley
New York
-$81.2M
4
TF
TIAA FSB
Florida
-$30.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
351
Gladstone Institutional Advisory
Florida
$965K -$24.2K -290 -2%
CWM
352
Cranbrook Wealth Management
Michigan
$958K -$9.2K -110 -1%
PCIA
353
Prime Capital Investment Advisors
Kansas
$957K +$139K +1,662 +17%
WI
354
Wedgewood Investors
Pennsylvania
$953K – – –
WT
355
Whittier Trust
California
$951K – – –
WGCA
356
Wolf Group Capital Advisors
Virginia
$950K -$68.7K -822 -7%
OGF
357
Orin Green Financial
California
$923K +$84 +1 +0%
TMWM
358
Taylor & Morgan Wealth Management
Michigan
$923K -$1K -12 -0.1%
HSA
359
HBK Sorce Advisory
Pennsylvania
$919K +$460K +5,498 +100%
FWP
360
FAS Wealth Partners
Kansas
$917K +$87.4K +1,046 +11%
FT
361
Fiduciary Trust
Massachusetts
$914K +$98.9K +1,183 +12%
E
362
ETFidea
New York
$912K -$197K -2,352 -18%
CI
363
CX Institutional
Indiana
$912K +$254K +3,038 +39%
RCAG
364
Rehmann Capital Advisory Group
Michigan
$910K +$428K +5,120 +89%
Kovitz Investment Group Partners
365
Kovitz Investment Group Partners
Illinois
$899K +$11.4K +136 +1%
CB
366
Cadence Bank
Mississippi
$898K – – –
PTC
367
Private Trust Company
Ohio
$898K -$7.77K -93 -0.9%
MYIA
368
Mount Yale Investment Advisors
Colorado
$887K +$887K +10,609 New
EG
369
Ellerson Group
Maryland
$884K +$884K +10,571 New
WMP
370
Wealth Management Partners
Arizona
$881K – – –
HAS
371
Holland Advisory Services
Florida
$874K -$101K -1,206 -10%
VOYA Investment Management
372
VOYA Investment Management
Georgia
$868K -$8.45M -101,090 -91%
SCA
373
Snowden Capital Advisors
New York
$865K +$865K +10,347 New
SSWM
374
Smith Salley Wealth Management
North Carolina
$853K -$30.4K -364 -3%
AWS
375
AJ Wealth Strategies
New York
$853K -$293K -3,503 -26%
13 14
15
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