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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 %
RIS
476
Retirement Income Solutions
Michigan
$577K – – –
PPP
477
Private Portfolio Partners
New Jersey
$577K -$8.5K -88 -1%
OL
478
Owen LaRue
Kentucky
$575K -$53.8K -558 -9%
FTWA
479
Fifth Third Wealth Advisors
Ohio
$574K +$362K +3,745 +170%
Wealthfront Advisers
480
Wealthfront Advisers
California
$571K -$186K -1,925 -25%
APCM
481
Alaska Permanent Capital Management
Alaska
$570K +$570K +5,903 New
CWM
482
Cahaba Wealth Management
Georgia
$569K -$11K -114 -2%
GWMIA
483
Global Wealth Management Investment Advisory
Florida
$567K -$117K -1,212 -17%
BWA
484
BlueSky Wealth Advisors
North Carolina
$565K -$24.8K -257 -4%
AA
485
Argent Advisors
Louisiana
$562K +$226K +2,340 +67%
ODIJL
486
One Day In July LLC
Vermont
$557K +$184K +1,900 +49%
OFG
487
Oxford Financial Group
Indiana
$548K – – –
Lazard Asset Management
488
Lazard Asset Management
New York
$547K – – –
RPC
489
Rossmore Private Capital
Connecticut
$544K – – –
RA
490
Ruggaard & Associates
Ohio
$541K – – –
FIA
491
Foundations Investment Advisors
Arizona
$541K -$202K -2,090 -27%
FCFS
492
First Command Financial Services
Texas
$536K -$229K -2,372 -30%
FCB
493
First Command Bank
Texas
$536K -$229K -2,372 -30%
BP
494
Ballentine Partners
Massachusetts
$533K – – –
CCM
495
Cohen Capital Management
California
$531K +$290 +3 +0.1%
SHJ
496
Sharkey, Howes & Javer
Colorado
$526K – – –
AIM
497
Allen Investment Management
New York
$526K – – –
TWP
498
Total Wealth Planning
Ohio
$523K -$6.77K -70 -1%
CIC
499
Carnegie Investment Counsel
Ohio
$515K +$20.1K +208 +4%
RTL
500
Red Tortoise LLC
Georgia
$512K +$5.7K +59 +1%
18 19
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