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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

912 hedge funds and large institutions have $9.81B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 303 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+34
Holders Change %
+3.87%
% of All Funds
14.38%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.62%
New
75
Increased
264
Reduced
303
Closed
35
Calls
$8.82M
Puts
$3.08M
Net Calls
+$5.74M
Net Calls Change
+$561K

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$233M
2
Ameriprise
Ameriprise
Minnesota
+$60.4M
3
SRA
Summit Rock Advisors
New York
+$52.4M
4
Barclays
Barclays
United Kingdom
+$39.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.3M
2
Wells Fargo
Wells Fargo
California
-$65.2M
3
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$37.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$35.8M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
376
Mission Wealth Management
California
$994K +$8.7K +90 +0.9%
AWS
377
AJ Wealth Strategies
New York
$988K +$580 +6 +0.1%
SSWM
378
Smith Salley Wealth Management
North Carolina
$986K – – –
TA
379
Tiedemann Advisors
New York
$977K +$16.3K +169 +2%
EG
380
Ellerson Group
Maryland
$968K +$968K +10,020 New
KFI
381
Key Financial Inc
Pennsylvania
$965K +$77.8K +805 +9%
FA
382
FDx Advisors
Illinois
$957K -$193K -1,999 -17%
WMP
383
Wealth Management Partners
Arizona
$956K -$60.8K -629 -6%
PPW
384
PACK Private Wealth
Minnesota
$953K – – –
EIA
385
Eldridge Investment Advisors
New Hampshire
$949K – – –
FT
386
Fiduciary Trust
Massachusetts
$948K – – –
EWM
387
EPG Wealth Management
Georgia
$948K +$580 +6 +0.1%
PTC
388
Private Trust Company
Ohio
$946K – – –
BWM
389
Brickley Wealth Management
California
$942K – – –
AF
390
Affiance Financial
Minnesota
$941K – – –
BWA
391
BDO Wealth Advisors
Florida
$939K -$455K -4,706 -33%
BFS
392
Bradley Foster & Sargent
Connecticut
$937K +$544K +5,627 +138%
ASN
393
Advisory Services Network
Georgia
$931K -$208K -2,156 -18%
CSPAM
394
Cary Street Partners Asset Management
Virginia
$907K +$907K +9,388 New
MWM
395
Meridian Wealth Management
Kentucky
$906K -$23.6K -244 -3%
WSFS
396
Wilmington Savings Fund Society
Delaware
$903K -$77.8K -805 -8%
FIM
397
Freedom Investment Management
Connecticut
$890K +$96.6K +1,000 +12%
RJT
398
Raymond James Trust
Florida
$890K +$25.2K +261 +3%
LI
399
LMCG Investments
Massachusetts
$879K – – –
BOSSRA
400
B.O.S.S. Retirement Advisors
Utah
$878K +$28.9K +299 +3%
14 15
16
17 18