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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 %
FAIM
476
Financial Advocates Investment Management
Washington
$536K -$94.1K -1,126 -15%
IWC
477
Integrated Wealth Concepts
Massachusetts
$534K -$59.4K -711 -10%
NFC
478
Northeast Financial Consultants
Connecticut
$533K – – –
SIA
479
Soltis Investment Advisors
Utah
$524K – – –
PPP
480
Private Portfolio Partners
New Jersey
$519K +$1.42K +17 +0.3%
CBFP
481
Cedar Brook Financial Partners
Ohio
$519K – – –
SWM
482
Spire Wealth Management
Virginia
$517K -$3.59K -43 -0.7%
WKSWA
483
White Knight Strategic Wealth Advisors
New Jersey
$512K -$27.8K -333 -5%
BWA
484
BlueSky Wealth Advisors
North Carolina
$511K – – –
RIS
485
Retirement Income Solutions
Michigan
$510K -$58K -694 -10%
LMKC
486
L.M. Kohn & Company
Ohio
$509K -$20.9K -250 -4%
SC
487
SouthState Corp
Florida
$509K – – –
PA
488
Parallel Advisors
California
$507K -$2.09K -25 -0.4%
AT
489
American Trust
Kentucky
$507K -$11.8K -141 -2%
NAM
490
NTV Asset Management
West Virginia
$503K – – –
SWP
491
Summit Wealth Partners
Florida
$502K -$27.4K -328 -5%
VCM
492
Viewpoint Capital Management
Washington
$502K – – –
PFA
493
Pathway Financial Advisors
Vermont
$497K – – –
FI
494
Financial Insights
Washington
$493K -$24.9K -298 -5%
MFG
495
Magnus Financial Group
New York
$493K +$1.42K +17 +0.3%
WA
496
Wealth Alliance
New York
$491K -$245K -2,936 -33%
Fiera Capital (Canada)
497
Fiera Capital (Canada)
Quebec, Canada
$489K +$222K +2,656 +83%
Jane Street
498
Jane Street
New York
$477K -$354K -4,240 -43%
OFG
499
Oxford Financial Group
Indiana
$474K – – –
Lazard Asset Management
500
Lazard Asset Management
New York
$473K – – –
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