IWP icon

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 %
MA
451
MONECO Advisors
Connecticut
$581K +$175K +1,919 +43%
CS
452
Capital Square
Tennessee
$571K – – –
SIA
453
Soltis Investment Advisors
Utah
$570K – – –
AT
454
American Trust
Kentucky
$570K +$18.5K +203 +3%
UCMOK
455
United Capital Management of KS
Kansas
$566K -$45K -494 -7%
CBFP
456
Cedar Brook Financial Partners
Ohio
$565K – – –
AP
457
Appleton Partners
Massachusetts
$562K -$50.1K -550 -8%
CWM
458
Congress Wealth Management
Massachusetts
$560K -$12.3M -135,618 -96%
BWA
459
BlueSky Wealth Advisors
North Carolina
$556K – – –
SC
460
SouthState Corp
Florida
$554K – – –
LMKC
461
L.M. Kohn & Company
Ohio
$552K -$2.73K -30 -0.5%
PPP
462
Private Portfolio Partners
New Jersey
$552K -$13.7K -150 -2%
WKSWA
463
White Knight Strategic Wealth Advisors
New Jersey
$550K -$7.74K -85 -1%
OL
464
Owen LaRue
Kentucky
$548K – – –
NAM
465
NTV Asset Management
West Virginia
$548K – – –
SWP
466
Summit Wealth Partners
Florida
$547K – – –
MFG
467
Magnus Financial Group
New York
$547K +$9.56K +105 +2%
CWM
468
Cahaba Wealth Management
Georgia
$546K -$44.9K -493 -8%
VCM
469
Viewpoint Capital Management
Washington
$546K – – –
RIS
470
Retirement Income Solutions
Michigan
$544K -$11.9K -131 -2%
BFC
471
Bedel Financial Consulting
Indiana
$542K +$38.7K +425 +8%
PFA
472
Pathway Financial Advisors
Vermont
$542K – – –
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$534K -$97.2K -1,068 -15%
GP
474
Girard Partners
Pennsylvania
$529K -$563K -6,178 -52%
CCG
475
Cypress Capital Group
Florida
$524K +$125K +1,369 +31%
17 18
19
20 21