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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
1
Morgan Stanley
New York
$950M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$99.2M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$27.2M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$178M
5
ZB
5
Zions Bancorporation
Utah
$83.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$82M
3
Bank of America
3
Bank of America
North Carolina
$561M
4
AFIMH
4
American Family Insurance Mutual Holding
Wisconsin
$104M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
476
Clark Capital Management Group
Pennsylvania
$520K +$209K +2,294 +67%
OFG
477
Oxford Financial Group
Indiana
$517K – – –
Lazard Asset Management
478
Lazard Asset Management
New York
$515K – – –
RPC
479
Rossmore Private Capital
Connecticut
$513K – – –
FWTB
480
First Western Trust Bank
Colorado
$511K – – –
RA
481
Ruggaard & Associates
Ohio
$510K +$510K +5,600 New
LB
482
Legacy Bridge
Iowa
$506K – – –
BP
483
Ballentine Partners
Massachusetts
$502K +$182K +2,000 +57%
HSA
484
HBK Sorce Advisory
Pennsylvania
$501K -$501K -5,498 -50%
CCM
485
Cohen Capital Management
California
$500K -$90.5K -994 -15%
FI
486
Financial Insights
Washington
$499K -$37.9K -416 -7%
TWP
487
Total Wealth Planning
Ohio
$499K -$2.64K -29 -0.5%
SHJ
488
Sharkey, Howes & Javer
Colorado
$496K – – –
AIM
489
Allen Investment Management
New York
$495K – – –
AWA
490
Amplius Wealth Advisors
Pennsylvania
$489K -$13.7K -150 -3%
ABC
491
Associated Banc-Corp
Wisconsin
$482K – – –
RTL
492
Red Tortoise LLC
Georgia
$477K +$728 +8 +0.2%
VWA
493
V Wealth Advisors
Kansas
$477K -$1.82K -20 -0.4%
WP
494
WealthPLAN Partners
Nebraska
$474K -$127K -1,390 -21%
MM
495
Meridian Management
Arkansas
$473K – – –
B
496
Bailard
California
$473K – – –
GC
497
Gratus Capital
Georgia
$473K – – –
CFG
498
Cooper Financial Group
California
$468K -$8.74K -96 -2%
SC
499
Steph & Co
Wisconsin
$467K -$45.5K -500 -9%
CIC
500
Carnegie Investment Counsel
Ohio
$466K +$20.7K +227 +5%
18 19
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