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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 %
LB
476
Legacy Bridge
Iowa
$456K -$23.8K -300 -5%
SF
477
Summit Financial
New Jersey
$454K -$134K -1,690 -23%
PCA
478
Providence Capital Advisors
North Carolina
$452K -$17.8K -225 -4%
OFG
479
Oxford Financial Group
Indiana
$449K – – –
RMDI
480
R.M. Davis Inc
Maine
$449K +$39.6K +500 +10%
Lazard Asset Management
481
Lazard Asset Management
New York
$448K – – –
SWM
482
Spire Wealth Management
Virginia
$447K -$81K -1,022 -15%
GP
483
Girard Partners
Pennsylvania
$443K -$6.89K -87 -2%
AIM
484
Allen Investment Management
New York
$437K -$4.92K -62 -1%
VWA
485
V Wealth Advisors
Kansas
$429K -$2.45K -31 -0.6%
CWM
486
Chicago Wealth Management
Illinois
$428K -$122K -1,535 -22%
PCMC
487
Private Capital Management (Colorado)
Colorado
$425K – – –
ABC
488
Associated Banc-Corp
Wisconsin
$420K – – –
MA
489
Mutual Advisors
Nebraska
$420K +$22.9K +289 +6%
AWA
490
Arkadios Wealth Advisors
Georgia
$419K +$69.9K +881 +20%
FWM
491
Fingerlakes Wealth Management
New York
$416K +$554 +7 +0.1%
RTL
492
Red Tortoise LLC
Georgia
$415K – – –
PWMG
493
Prestige Wealth Management Group
New Jersey
$413K -$3.96K -50 -0.9%
MM
494
Meridian Management
Arkansas
$412K – – –
GC
495
Gilbert & Cook
Iowa
$403K +$36.2K +457 +10%
MA
496
MAS Advisors
Florida
$398K – – –
MCM
497
Manchester Capital Management
Vermont
$397K – – –
SWP
498
Summit Wealth Partners
Florida
$394K -$239K -3,015 -38%
FFN
499
Focus Financial Network
Minnesota
$390K +$3.49K +44 +0.9%
FPW
500
Flagship Private Wealth
Massachusetts
$386K -$11.9K -150 -3%
18 19
20
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