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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

824 hedge funds and large institutions have $8.29B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 269 increasing their positions, 296 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
-71
Holders Change %
-7.93%
% of All Funds
13.93%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.46%
New
53
Increased
269
Reduced
296
Closed
112
Calls
$5.72M
Puts
$27.6M
Net Calls
-$21.9M
Net Calls Change
+$42.6M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$177M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$166M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$57.1M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$31.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.5M

Top Sellers

1
TF
TIAA FSB
Florida
-$140M
2
Citigroup
Citigroup
New York
-$30.6M
3
Truist Financial
Truist Financial
North Carolina
-$21.7M
4
Wells Fargo
Wells Fargo
California
-$19.3M
5
AAP
Arax Advisory Partners
Colorado
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
451
Aire Advisors
California
$511K +$43.8K +552 +9%
NFC
452
Northeast Financial Consultants
Connecticut
$506K -$29.7K -375 -6%
YWP
453
YorkBridge Wealth Partners
New York
$505K -$108K -1,367 -18%
TFS
454
TrustCore Financial Services
Tennessee
$504K – – –
SFP
455
Sweet Financial Partners
Minnesota
$504K – – –
OWM
456
Orgel Wealth Management
Wisconsin
$503K +$503K +6,348 New
FI
457
Financial Insights
Washington
$501K -$269K -3,394 -35%
SIA
458
Soltis Investment Advisors
Utah
$496K – – –
CFG
459
Cooper Financial Group
California
$493K +$317 +4 +0.1%
CBFP
460
Cedar Brook Financial Partners
Ohio
$492K – – –
BWA
461
BlueSky Wealth Advisors
North Carolina
$484K – – –
TWP
462
Total Wealth Planning
Ohio
$483K -$79 -1 -0%
SC
463
SouthState Corp
Florida
$482K – – –
PFA
464
Pure Financial Advisors
California
$479K +$263K +3,318 +121%
NAM
465
NTV Asset Management
West Virginia
$477K -$46K -580 -9%
CWM
466
Congress Wealth Management
Massachusetts
$476K +$122K +1,535 +34%
VCM
467
Viewpoint Capital Management
Washington
$475K – – –
RT
468
Rockland Trust
Massachusetts
$473K +$8.23K +104 +2%
CWM
469
Cahaba Wealth Management
Georgia
$472K -$12K -151 -2%
PFA
470
Pathway Financial Advisors
Vermont
$471K – – –
PA
471
Parallel Advisors
California
$467K – – –
GC
472
Gratus Capital
Georgia
$467K +$70.7K +891 +18%
MFG
473
Magnus Financial Group
New York
$466K -$793 -10 -0.2%
Luther King Capital Management (LKCM)
474
Luther King Capital Management (LKCM)
Texas
$463K -$789K – –
HSA
475
HBK Sorce Advisory
Pennsylvania
$458K +$4.28K +54 +0.9%
17 18
19
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