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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 %
MWM
376
Mission Wealth Management
California
$852K -$418 -5 -0%
WSFS
377
Wilmington Savings Fund Society
Delaware
$849K – – –
BWM
378
Brickley Wealth Management
California
$848K -$8.86K -106 -1%
JJBC
379
James J. Burns & Company
New York
$844K -$167 -2 -0%
SVWAG
380
Sound View Wealth Advisors Group
Georgia
$838K +$212K +2,026 +34%
HWA
381
Heritage Wealth Advisors
Virginia
$836K – – –
TA
382
Tiedemann Advisors
New York
$831K – – –
GRP
383
Global Retirement Partners
California
$830K +$4.85K +58 +0.6%
EIA
384
Eldridge Investment Advisors
New Hampshire
$821K +$5.02K +60 +0.6%
EWM
385
EPG Wealth Management
Georgia
$819K -$75K -897 -8%
WH
386
Willner & Heller
California
$804K -$39.2K -469 -5%
MWM
387
Meridian Wealth Management
Kentucky
$804K +$48.2K +576 +6%
IWM
388
IHT Wealth Management
Illinois
$794K +$3.93K +47 +0.5%
LSA
389
Lion Street Advisors
Texas
$792K +$63.6K +530 +9%
GT
390
Greenleaf Trust
Michigan
$786K – – –
SW
391
SVB Wealth
Massachusetts
$783K -$9.7K -116 -1%
BIA
392
BHK Investment Advisors
Alabama
$777K -$162K -1,939 -17%
PPW
393
PACK Private Wealth
Minnesota
$764K – – –
CPO
394
Cerity Partners OCIO
New York
$763K -$74.1K -887 -9%
LI
395
LMCG Investments
Massachusetts
$760K – – –
RJT
396
Raymond James Trust
Florida
$748K -$26.1K -312 -3%
CAL
397
Capital Analysts LLC
Pennsylvania
$741K +$44K +527 +6%
HTC
398
Haverford Trust Company
Pennsylvania
$737K – – –
SQA
399
Simon Quick Advisors
New Jersey
$734K +$2.09K +25 +0.3%
CSWM
400
Cassady Schiller Wealth Management
Ohio
$727K +$425K +5,079 +140%
14 15
16
17 18