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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 %
SF
401
SBK Financial
Virginia
$726K -$1.22M -14,638 -63%
WCA
402
Waypoint Capital Advisors
Minnesota
$723K – – –
IAG
403
Investmark Advisory Group
Connecticut
$722K +$722K +8,635 New
NCM
404
NCM Capital Management
New Jersey
$714K -$4.85K -58 -0.7%
BIG
405
Builder Investment Group
Georgia
$711K +$711K +8,510 New
GSIAS
406
Garden State Investment Advisory Services
New Jersey
$708K +$708K +8,464 New
CPIG
407
Chicago Partners Investment Group
Illinois
$706K -$137K -1,464 -16%
OW
408
Olistico Wealth
Oklahoma
$699K +$699K +8,364 New
FCFS
409
First Command Financial Services
Texas
$697K -$101K -1,208 -13%
FCB
410
First Command Bank
Texas
$697K -$101K -1,208 -13%
FIM
411
Freedom Investment Management
Connecticut
$693K -$22.4K -268 -3%
CAC
412
Certified Advisory Corp
Florida
$692K +$116K +1,384 +20%
B
413
Bensler
Washington
$687K +$251 +3 +0%
BOSSRA
414
B.O.S.S. Retirement Advisors
Utah
$686K +$686K +8,205 New
EWA
415
Etesian Wealth Advisors
Oregon
$686K +$686K +8,200 New
R
416
Rebalance
California
$685K +$685K +8,199 New
TC
417
TownSquare Capital
Utah
$683K +$683K +8,170 New
WFM
418
Wolff Financial Management
Michigan
$682K -$484K -5,791 -41%
EFS
419
Essex Financial Services
Connecticut
$671K -$296K -3,543 -31%
KP
420
Keel Point
Alabama
$670K +$449K +5,375 +204%
GWSA
421
Global Wealth Strategies & Associates
Colorado
$668K +$668K +7,990 New
AFC
422
AFT Forsyth & Company
Florida
$666K -$122K -1,455 -15%
EA
423
Eudaimonia Advisors
Tennessee
$665K -$188K -2,254 -22%
CWM
424
Calamos Wealth Management
Illinois
$664K -$5.18K -62 -0.8%
MHS
425
M Holdings Securities
Oregon
$659K +$8.95K +107 +1%
15 16
17
18 19