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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

912 hedge funds and large institutions have $9.81B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 303 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+34
Holders Change %
+3.87%
% of All Funds
14.38%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.62%
New
75
Increased
264
Reduced
303
Closed
35
Calls
$8.82M
Puts
$3.08M
Net Calls
+$5.74M
Net Calls Change
+$561K

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$233M
2
Ameriprise
Ameriprise
Minnesota
+$60.4M
3
SRA
Summit Rock Advisors
New York
+$52.4M
4
Barclays
Barclays
United Kingdom
+$39.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.3M
2
Wells Fargo
Wells Fargo
California
-$65.2M
3
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$37.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$35.8M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
426
Sweet Financial Partners
Minnesota
$739K – – –
HTC
427
Haverford Trust Company
Pennsylvania
$738K -$55.8K -577 -7%
LBC
428
Lowe Brockenbrough & Co
Virginia
$732K – – –
GT
429
Greenleaf Trust
Michigan
$726K -$180K -1,860 -20%
WI
430
Wintrust Investments
Illinois
$725K -$10.6K -110 -1%
RT
431
Rockland Trust
Massachusetts
$723K -$170K -1,762 -19%
MA
432
Mutual Advisors
Nebraska
$721K +$15.7K +162 +2%
SF
433
Summit Financial
New Jersey
$714K +$26.2K +271 +4%
RFWA
434
RPg Family Wealth Advisory
Massachusetts
$714K +$32K +331 +5%
GSIAS
435
Garden State Investment Advisory Services
New Jersey
$709K – – –
PG
436
Patten Group
Tennessee
$707K +$72.3K +748 +11%
GPA
437
Garrison Point Advisors
California
$702K – – –
LB
438
Legacy Bridge
Iowa
$698K +$161K +1,670 +30%
RWP
439
Revolve Wealth Partners
New Jersey
$695K – – –
LW
440
Linscomb Wealth
Texas
$693K +$18.9K +196 +3%
EA
441
Eudaimonia Advisors
Tennessee
$691K +$18.9K +196 +3%
NCM
442
Next Capital Management
New York
$690K -$161K -1,665 -19%
CT
443
Colonial Trust
South Carolina
$690K – – –
HCA
444
Harbour Capital Advisors
Virginia
$685K – – –
NFG
445
Nations Financial Group
Iowa
$682K -$6.67K -69 -1%
RRA
446
Round Rock Advisors
Connecticut
$675K -$68.1K -705 -9%
PA
447
Parallel Advisors
California
$674K +$9.95K +103 +1%
EIP
448
Easterly Investment Partners
Massachusetts
$666K – – –
AFG
449
Allegheny Financial Group
Pennsylvania
$663K +$32K +331 +5%
FUBT
450
First United Bank & Trust
Maryland
$661K -$1.45K -15 -0.2%
16 17
18
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