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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 %
SF
426
Summit Financial
New Jersey
$649K +$4.74K +52 +0.7%
HCA
427
Harbour Capital Advisors
Virginia
$647K – – –
FLPIM
428
F.L. Putnam Investment Management
Massachusetts
$645K +$385K +4,223 +148%
GWMIA
429
Global Wealth Management Investment Advisory
Florida
$644K -$71.5K -785 -10%
RFWA
430
RPg Family Wealth Advisory
Massachusetts
$642K +$642K +7,056 New
LW
431
Linscomb Wealth
Texas
$635K – – –
EA
432
Eudaimonia Advisors
Tennessee
$633K -$91.2K -1,002 -13%
GWSA
433
Global Wealth Strategies & Associates
Colorado
$631K -$96.1K -1,055 -13%
WFM
434
Wolff Financial Management
Michigan
$631K -$112K -1,230 -15%
EIP
435
Easterly Investment Partners
Massachusetts
$628K – – –
PA
436
Parallel Advisors
California
$625K +$72.8K +800 +13%
FUBT
437
First United Bank & Trust
Maryland
$624K -$22.7K -249 -4%
1SB
438
1ST Source Bank
Indiana
$620K -$6.01K -66 -1%
FIBT
439
First International Bank & Trust
North Dakota
$619K -$14.7M -161,970 -96%
TI
440
Trexquant Investment
Connecticut
$617K +$617K +6,781 New
TC
441
Trilogy Capital
California
$606K -$57.5K -632 -9%
ATPW
442
Ashton Thomas Private Wealth
Arizona
$602K +$364 +4 +0.1%
FFG
443
Fullen Financial Group
Ohio
$601K +$897 +10 +0.1%
PG
444
Patten Group
Tennessee
$598K -$2.64K -29 -0.4%
YIH
445
Y-Intercept (HK)
Hong Kong
$597K +$597K +6,562 New
AFG
446
Allegheny Financial Group
Pennsylvania
$595K +$9.56K +105 +2%
HWA
447
Heritage Wealth Advisors
Virginia
$591K -$319K -3,500 -35%
BWA
448
Burt Wealth Advisors
Maryland
$586K -$6.37K -70 -1%
FA
449
Financial Alternatives
California
$585K – – –
NFC
450
Northeast Financial Consultants
Connecticut
$581K – – –
16 17
18
19 20