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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 %
CB
351
Cadence Bank
Mississippi
$978K – – –
WT
352
Whittier Trust
California
$965K -$70.7K -777 -7%
FWP
353
FAS Wealth Partners
Kansas
$964K -$35K -384 -4%
WMP
354
Wealth Management Partners
Arizona
$958K -$43.4K -477 -4%
E
355
ETFidea
New York
$957K -$36.4K -400 -4%
HAS
356
Holland Advisory Services
Florida
$953K +$1.37K +15 +0.1%
IWM
357
IHT Wealth Management
Illinois
$932K +$67.3K +739 +8%
AWS
358
AJ Wealth Strategies
New York
$930K +$1.09K +12 +0.1%
SSWM
359
Smith Salley Wealth Management
North Carolina
$930K – – –
MWM
360
Mission Wealth Management
California
$928K +$273 +3 +0%
WSFS
361
Wilmington Savings Fund Society
Delaware
$924K – – –
TC
362
TownSquare Capital
Utah
$909K +$165K +1,817 +22%
TA
363
Tiedemann Advisors
New York
$906K – – –
PPW
364
PACK Private Wealth
Minnesota
$898K +$65.6K +721 +8%
EIA
365
Eldridge Investment Advisors
New Hampshire
$894K – – –
FT
366
Fiduciary Trust
Massachusetts
$893K -$102K -1,123 -10%
EWM
367
EPG Wealth Management
Georgia
$892K +$1K +11 +0.1%
PTC
368
Private Trust Company
Ohio
$892K -$86.7K -952 -9%
BWM
369
Brickley Wealth Management
California
$888K -$36.2K -398 -4%
PCIA
370
Prime Capital Investment Advisors
Kansas
$887K -$155K -1,698 -15%
AF
371
Affiance Financial
Minnesota
$886K -$918K -10,084 -51%
MWM
372
Meridian Wealth Management
Kentucky
$876K +$1K +11 +0.1%
IWC
373
Integrated Wealth Concepts
Massachusetts
$871K +$289K +3,168 +50%
OW
374
Olistico Wealth
Oklahoma
$867K +$106K +1,159 +14%
GT
375
Greenleaf Trust
Michigan
$854K -$3.01K -33 -0.4%
13 14
15
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