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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 %
WTC
501
WhitTier Trust Company
Nevada
$384K – – –
DC
502
Davenport & Co
Virginia
$381K +$16.9K +214 +5%
CWM
503
Cornerstone Wealth Management
Missouri
$379K +$1.11K +14 +0.3%
AT
504
American Trust
Kentucky
$379K +$72.9K +921 +24%
SW
505
StrongBox Wealth
Missouri
$372K -$12.5K -158 -3%
PWP
506
Principle Wealth Partners
Connecticut
$370K – – –
BWP
507
Baldwin Wealth Partners
Massachusetts
$369K – – –
MCA
508
Maryland Capital Advisors
Maryland
$369K – – –
CIC
509
Carnegie Investment Counsel
Ohio
$367K -$11.9K -150 -3%
SIA
510
Stegner Investment Associates
Kentucky
$365K -$242K -3,061 -40%
AFM
511
Andesa Financial Management
Pennsylvania
$364K +$38.6K +487 +12%
C
512
Certuity
Florida
$362K +$951 +12 +0.3%
T
513
TNF
Montana
$360K -$32.6K -384 -8%
LCM
514
Liberty Capital Management
Michigan
$359K – – –
WWA
515
WC Walker & Associates
California
$359K – – –
BFS
516
Bradley Foster & Sargent
Connecticut
$358K -$18.3K -231 -5%
CAM
517
CenterStar Asset Management
Illinois
$358K – – –
IF
518
IRON Financial
Illinois
$357K -$10.5K -133 -3%
GFS
519
GYL Financial Synergies
Connecticut
$356K – – –
MMA
520
Miracle Mile Advisors
California
$354K -$55.3K -697 -14%
RZH
521
Relyea Zuckerberg Hanson
Connecticut
$348K +$348K +4,393 New
RWA
522
Ropes Wealth Advisors
Massachusetts
$345K -$1.03K -13 -0.3%
WANY
523
Wealthspire Advisors (New York)
New York
$345K +$15.9K +201 +5%
Citadel Advisors
524
Citadel Advisors
Florida
$340K -$4.1M -51,686 -92%
CIBC World Market
525
CIBC World Market
Ontario, Canada
$338K -$60.2K -759 -15%
19 20
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