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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 %
WAP
451
Wealthcare Advisory Partners
Pennsylvania
$661K +$94.2K +975 +17%
GWSA
452
Global Wealth Strategies & Associates
Colorado
$659K -$11.5K -119 -2%
ATPW
453
Ashton Thomas Private Wealth
Arizona
$655K +$16K +166 +3%
TC
454
Trilogy Capital
California
$650K -$9.61K -97 -1%
SWM
455
Spire Wealth Management
Virginia
$645K -$963K -9,965 -60%
CCMG
456
Clark Capital Management Group
Pennsylvania
$643K +$91.1K +943 +17%
1SB
457
1ST Source Bank
Indiana
$639K -$19.3K -200 -3%
HWA
458
Heritage Wealth Advisors
Virginia
$628K – – –
BWA
459
Burt Wealth Advisors
Maryland
$622K – – –
CS
460
Capital Square
Tennessee
$621K – – –
FA
461
Financial Alternatives
California
$620K – – –
NFC
462
Northeast Financial Consultants
Connecticut
$617K – – –
CAC
463
Certified Advisory Corp
Florida
$615K -$154K -1,594 -20%
AT
464
American Trust
Kentucky
$606K +$966 +10 +0.2%
CBFP
465
Cedar Brook Financial Partners
Ohio
$600K – – –
AP
466
Appleton Partners
Massachusetts
$597K – – –
LMKC
467
L.M. Kohn & Company
Ohio
$586K – – –
WKSWA
468
White Knight Strategic Wealth Advisors
New Jersey
$582K -$1.93K -20 -0.3%
NAM
469
NTV Asset Management
West Virginia
$582K – – –
SWP
470
Summit Wealth Partners
Florida
$581K +$193 +2 +0%
SC
471
SouthState Corp
Florida
$581K -$7.63K -79 -1%
MFG
472
Magnus Financial Group
New York
$580K +$290 +3 +0%
VCM
473
Viewpoint Capital Management
Washington
$580K – – –
PFA
474
Pathway Financial Advisors
Vermont
$580K +$4.83K +50 +0.8%
BFC
475
Bedel Financial Consulting
Indiana
$578K +$3.19K +33 +0.6%
17 18
19
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