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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 %
AFC
376
AFT Forsyth & Company
Florida
$746K -$9.82K -124 -1%
FA
377
FDx Advisors
Illinois
$737K -$91K -1,148 -11%
GT
378
Greenleaf Trust
Michigan
$732K -$5.94K -75 -0.8%
FCB
379
First Command Bank
Texas
$732K – – –
FCFS
380
First Command Financial Services
Texas
$732K – – –
PPW
381
PACK Private Wealth
Minnesota
$724K +$8.08K +102 +1%
LI
382
LMCG Investments
Massachusetts
$721K +$239K +3,020 +50%
MWM
383
Meridian Wealth Management
Kentucky
$719K +$154K +1,949 +27%
EWS
384
Evergreen Wealth Solutions
Pennsylvania
$718K +$431K +5,440 +150%
MHS
385
M Holdings Securities
Oregon
$711K -$21.5K -272 -3%
FCH
386
Freestone Capital Holdings
Washington
$685K -$95.5K -1,206 -12%
WCA
387
Waypoint Capital Advisors
Minnesota
$685K -$34.7K -438 -5%
NCM
388
NCM Capital Management
New Jersey
$681K +$14.3K +180 +2%
ASN
389
Advisory Services Network
Georgia
$678K -$20.4K -257 -3%
RJT
390
Raymond James Trust
Florida
$677K -$47.6K -601 -7%
QCG
391
Quadrant Capital Group
Ohio
$672K -$9.11K -115 -1%
WTA
392
Washington Trust Advisors
Massachusetts
$670K +$13.8K +174 +2%
IAN
393
Integrated Advisors Network
Texas
$667K -$72.6K -917 -10%
KFI
394
Key Financial Inc
Pennsylvania
$664K – – –
GSWM
395
Greenup Street Wealth Management
Michigan
$661K -$3.19M -40,335 -83%
CAL
396
Capital Analysts LLC
Pennsylvania
$656K -$325K -4,103 -33%
FIM
397
Freedom Investment Management
Connecticut
$653K -$133K -1,675 -17%
B
398
Bensler
Washington
$649K +$951 +12 +0.1%
PPP
399
Private Portfolio Partners
New Jersey
$645K – – –
RRA
400
Round Rock Advisors
Connecticut
$641K -$8.63K -109 -1%
14 15
16
17 18