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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 %
RWM
401
Rockwood Wealth Management
Pennsylvania
$634K -$105K -1,320 -14%
CWM
402
Calamos Wealth Management
Illinois
$634K – – –
BFC
403
Bedel Financial Consulting
Indiana
$628K +$187K +2,362 +42%
RWP
404
RWA Wealth Partners
Massachusetts
$623K +$426K +5,375 +216%
S
405
SignatureFD
Georgia
$617K -$78.3K -988 -11%
RPC
406
Rossmore Private Capital
Connecticut
$614K +$165K +2,084 +37%
WI
407
Wintrust Investments
Illinois
$608K -$3.48K -44 -0.6%
BAM
408
Belpointe Asset Management
Nevada
$605K -$122K -1,540 -17%
RWP
409
Revolve Wealth Partners
New Jersey
$603K -$6.57K -83 -1%
MFGP
410
Marshall Financial Group (Pennsylvania)
Pennsylvania
$603K +$238 +3 +0%
LBC
411
Lowe Brockenbrough & Co
Virginia
$600K – – –
BWA
412
Burt Wealth Advisors
Maryland
$590K – – –
CT
413
Cambridge Trust
Massachusetts
$589K -$74.2K -936 -11%
FAIM
414
Financial Advocates Investment Management
Washington
$586K -$61.7K -778 -10%
GC
415
GFG Capital
Florida
$585K +$585K +7,383 New
OMC
416
Old Mission Capital
Illinois
$583K -$13.6M -171,744 -96%
PG
417
Patten Group
Tennessee
$583K – – –
NFG
418
Nations Financial Group
Iowa
$579K +$15.7K +198 +3%
VA
419
Valmark Advisers
Ohio
$578K +$232K +2,922 +67%
GPA
420
Garrison Point Advisors
California
$576K – – –
CCP
421
Corient Capital Partners
California
$576K +$39.5K +499 +7%
IWC
422
Integrated Wealth Concepts
Massachusetts
$565K +$209K +2,638 +59%
HCA
423
Harbour Capital Advisors
Virginia
$563K – – –
UCMOK
424
United Capital Management of KS
Kansas
$562K -$70.5K -889 -11%
ESB
425
Essex Savings Bank
Connecticut
$562K +$168K +2,121 +43%
15 16
17
18 19