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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 %
FUBT
451
First United Bank & Trust
Maryland
$594K -$14.5K -174 -2%
SF
452
Summit Financial
New Jersey
$591K -$37K -443 -6%
HCA
453
Harbour Capital Advisors
Virginia
$590K – – –
PA
454
Paragon Advisors
Texas
$589K +$589K +7,054 New
VA
455
Valmark Advisers
Ohio
$589K -$22.2K -266 -4%
LW
456
Linscomb Wealth
Texas
$583K – – –
Wellington Management Group
457
Wellington Management Group
Massachusetts
$582K -$92.5M -1,106,482 -99%
WAP
458
Wealthcare Advisory Partners
Pennsylvania
$580K -$10.8K -129 -2%
TRCT
459
Tower Research Capital (TRC)
New York
$579K +$577K +6,896 +29,983%
EIP
460
Easterly Investment Partners
Massachusetts
$577K +$84 +1 +0%
1SB
461
1ST Source Bank
Indiana
$575K +$5.52K +66 +1%
AP
462
Appleton Partners
Massachusetts
$562K -$8.36K -100 -1%
UCMOK
463
United Capital Management of KS
Kansas
$561K -$24K -287 -4%
ATPW
464
Ashton Thomas Private Wealth
Arizona
$553K -$51.7K -618 -9%
PG
465
Patten Group
Tennessee
$551K -$8.53K -102 -2%
OL
466
Owen LaRue
Kentucky
$548K +$548K +6,521 New
MA
467
Mutual Advisors
Nebraska
$548K +$14.1K +169 +3%
BWA
468
Burt Wealth Advisors
Maryland
$544K -$78.9K -944 -13%
PWMG
469
Provence Wealth Management Group
California
$543K +$543K +6,496 New
CWM
470
Cahaba Wealth Management
Georgia
$543K +$1.34K +16 +0.2%
CCM
471
Cohen Capital Management
California
$543K +$1.59K +19 +0.3%
YWP
472
YorkBridge Wealth Partners
New York
$541K +$8.78K +105 +2%
CS
473
Capital Square
Tennessee
$538K -$19.6K -234 -4%
AFG
474
Allegheny Financial Group
Pennsylvania
$537K +$537K +6,429 New
FA
475
Financial Alternatives
California
$537K +$537K +6,421 New
17 18
19
20 21