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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 %
CPIG
376
Chicago Partners Investment Group
Illinois
$847K +$162K +1,789 +24%
RT
377
Rockland Trust
Massachusetts
$842K -$2.12M -23,240 -72%
KFI
378
Key Financial Inc
Pennsylvania
$836K +$83.2K +914 +11%
LI
379
LMCG Investments
Massachusetts
$828K – – –
Citadel Advisors
380
Citadel Advisors
Florida
$828K +$828K +9,092 New
AF
381
Allworth Financial
California
$822K -$292K -3,206 -26%
CAL
382
Capital Analysts LLC
Pennsylvania
$817K +$9.2K +101 +1%
RJT
383
Raymond James Trust
Florida
$815K – – –
WTB
384
Washington Trust Bank
Washington
$809K -$5.04M -55,345 -86%
NCM
385
Next Capital Management
New York
$802K -$292K -3,202 -27%
SQA
386
Simon Quick Advisors
New Jersey
$801K +$1.28K +14 +0.2%
BOSSRA
387
B.O.S.S. Retirement Advisors
Utah
$800K +$52.7K +579 +7%
MHS
388
M Holdings Securities
Oregon
$791K +$73.7K +810 +10%
WGCA
389
Wolf Group Capital Advisors
Virginia
$783K -$251K -2,759 -24%
BIG
390
Builder Investment Group
Georgia
$775K – – –
SW
391
SVB Wealth
Massachusetts
$773K -$80.1K -880 -9%
WCA
392
Waypoint Capital Advisors
Minnesota
$771K -$16.9K -186 -2%
B
393
Bensler
Washington
$749K +$182 +2 +0%
FIM
394
Freedom Investment Management
Connecticut
$748K -$7.38K -81 -1%
HTC
395
Haverford Trust Company
Pennsylvania
$748K -$55.3K -607 -7%
R
396
Rebalance
California
$748K +$1.09K +12 +0.1%
EWA
397
Etesian Wealth Advisors
Oregon
$747K – – –
Two Sigma Advisers
398
Two Sigma Advisers
New York
$738K +$355K +3,900 +93%
AFC
399
AFT Forsyth & Company
Florida
$725K +$182 +2 +0%
CAC
400
Certified Advisory Corp
Florida
$725K -$29.3K -322 -4%
14 15
16
17 18