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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 %
CWM
401
Calamos Wealth Management
Illinois
$724K – – –
FCFS
402
First Command Financial Services
Texas
$721K -$38.3K -421 -5%
FCB
403
First Command Bank
Texas
$721K -$38.3K -421 -5%
S
404
SignatureFD
Georgia
$718K +$6.19K +68 +0.9%
Wealthfront Advisers
405
Wealthfront Advisers
California
$713K +$206K +2,267 +41%
CGPCS
406
Capital Group Private Client Services
California
$708K -$273 -3 -0%
CSWM
407
Cassady Schiller Wealth Management
Ohio
$704K -$87.5K -961 -11%
Simplex Trading
408
Simplex Trading
Illinois
$704K +$704K +7,734 New
RRA
409
Round Rock Advisors
Connecticut
$700K -$728 -8 -0.1%
FIA
410
Foundations Investment Advisors
Arizona
$700K -$6.12M -67,231 -90%
RWM
411
Rockwood Wealth Management
Pennsylvania
$697K – – –
VA
412
Valmark Advisers
Ohio
$696K +$55K +604 +9%
MFGP
413
Marshall Financial Group (Pennsylvania)
Pennsylvania
$696K +$819 +9 +0.1%
SFP
414
Sweet Financial Partners
Minnesota
$696K – – –
WI
415
Wintrust Investments
Illinois
$693K -$3.19K -35 -0.5%
LBC
416
Lowe Brockenbrough & Co
Virginia
$690K – – –
EP
417
Eudaimonia Partners
Tennessee
$683K -$1.09K -12 -0.2%
EFS
418
Essex Financial Services
Connecticut
$682K -$48.9K -537 -7%
GSIAS
419
Garden State Investment Advisory Services
New Jersey
$668K -$103K -1,126 -13%
MA
420
Mutual Advisors
Nebraska
$665K +$68.4K +751 +11%
GPA
421
Garrison Point Advisors
California
$662K – – –
BAM
422
Belpointe Asset Management
Nevada
$662K -$42.9K -471 -6%
RWP
423
Revolve Wealth Partners
New Jersey
$654K -$2.82K -31 -0.4%
CT
424
Colonial Trust
South Carolina
$650K -$22.8K -250 -3%
NFG
425
Nations Financial Group
Iowa
$649K -$6.37K -70 -1%
15 16
17
18 19