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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 %
GWMIA
426
Global Wealth Management Investment Advisory
Florida
$657K -$102K -1,221 -13%
S
427
SignatureFD
Georgia
$654K -$3.34K -40 -0.5%
CGPCS
428
Capital Group Private Client Services
California
$650K -$3.85K -46 -0.6%
KFI
429
Key Financial Inc
Pennsylvania
$648K – – –
BAM
430
Belpointe Asset Management
Nevada
$647K -$4.18K -50 -0.6%
RRA
431
Round Rock Advisors
Connecticut
$644K -$9.95K -119 -2%
RWM
432
Rockwood Wealth Management
Pennsylvania
$640K -$29.3K -350 -4%
WI
433
Wintrust Investments
Illinois
$639K +$418 +5 +0.1%
SFP
434
Sweet Financial Partners
Minnesota
$639K -$19.2K -230 -3%
MFGP
435
Marshall Financial Group (Pennsylvania)
Pennsylvania
$638K +$1.84K +22 +0.3%
ASN
436
Advisory Services Network
Georgia
$634K -$21.2K -253 -3%
LBC
437
Lowe Brockenbrough & Co
Virginia
$633K – – –
EP
438
Eudaimonia Partners
Tennessee
$628K -$4.26K -51 -0.7%
CT
439
Colonial Trust
South Carolina
$618K -$3.34K -40 -0.5%
AA
440
Aire Advisors
California
$617K +$71.2K +849 +13%
RhumbLine Advisers
441
RhumbLine Advisers
Massachusetts
$617K -$179K -2,141 -22%
WP
442
WealthPLAN Partners
Nebraska
$616K +$616K +6,601 New
FCH
443
Freestone Capital Holdings
Washington
$614K – – –
WIM
444
WealthPlan Investment Management
Nebraska
$612K -$49K -529 -7%
CS
445
Comerica Securities
Michigan
$611K +$388K +4,642 +174%
TC
446
Trilogy Capital
California
$610K +$610K +7,292 New
FFG
447
Fullen Financial Group
Ohio
$608K -$26.6K -293 -4%
GPA
448
Garrison Point Advisors
California
$608K – – –
RWP
449
Revolve Wealth Partners
New Jersey
$604K -$33.1K -396 -5%
NFG
450
Nations Financial Group
Iowa
$602K -$8.61K -103 -1%
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