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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 %
RPC
501
Rossmore Private Capital
Connecticut
$471K – – –
SC
502
Steph & Co
Wisconsin
$471K -$25.2K -302 -5%
FWTB
503
First Western Trust Bank
Colorado
$469K -$70.1K -839 -13%
Westfield Capital Management
504
Westfield Capital Management
Massachusetts
$467K -$977K -11,687 -68%
Wealthfront Advisers
505
Wealthfront Advisers
California
$465K +$222K +2,656 +91%
LB
506
Legacy Bridge
Iowa
$464K – – –
BFC
507
Bedel Financial Consulting
Indiana
$462K +$7.86K +94 +2%
AWA
508
Amplius Wealth Advisors
Pennsylvania
$462K +$462K +5,524 New
TWP
509
Total Wealth Planning
Ohio
$461K -$4.1K -49 -0.9%
SC
510
Savant Capital
Illinois
$457K -$1.17M -13,999 -72%
SHJ
511
Sharkey, Howes & Javer
Colorado
$455K -$115K -1,379 -20%
AIM
512
Allen Investment Management
New York
$455K -$6.19K -74 -1%
SIA
513
Stegner Investment Associates
Kentucky
$454K +$68.5K +819 +18%
CSPIA
514
Cary Street Partners Investment Advisory
Virginia
$452K +$101K +1,212 +29%
AA
515
Argent Advisors
Louisiana
$449K – – –
PCA
516
Providence Capital Advisors
North Carolina
$446K – – –
ABC
517
Associated Banc-Corp
Wisconsin
$443K – – –
VWA
518
V Wealth Advisors
Kansas
$440K -$13K -155 -3%
CFG
519
Cooper Financial Group
California
$438K -$1.84K -22 -0.4%
RTL
520
Red Tortoise LLC
Georgia
$438K +$438K +5,236 New
RBFC
521
Roman Butler Fullerton & Co
Missouri
$435K +$435K +4,930 New
MM
522
Meridian Management
Arkansas
$435K – – –
B
523
Bailard
California
$435K – – –
GC
524
Gratus Capital
Georgia
$434K -$84 -1 -0%
PP
525
Pegasus Partners
Wisconsin
$433K +$433K +5,180 New
19 20
21
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