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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 %
ABC
501
Associated Banc-Corp
Wisconsin
$512K – – –
GFS
502
GYL Financial Synergies
Connecticut
$511K +$67.6K +700 +15%
AFWM
503
AMJ Financial Wealth Management
Virginia
$509K +$509K +5,268 New
WP
504
WealthPLAN Partners
Nebraska
$509K +$5.32K +55 +1%
FI
505
Financial Insights
Washington
$509K -$21.3K -220 -4%
FLPIM
506
F.L. Putnam Investment Management
Massachusetts
$508K -$176K -1,822 -26%
LIM
507
Leavell Investment Management
Alabama
$505K +$148K +1,529 +41%
MM
508
Meridian Management
Arkansas
$502K – – –
B
509
Bailard
California
$502K – – –
GC
510
Gratus Capital
Georgia
$502K – – –
FWTB
511
First Western Trust Bank
Colorado
$500K -$42.5K -440 -8%
VWA
512
V Wealth Advisors
Kansas
$492K -$14.9K -154 -3%
V
513
ViaWealth
Kansas
$491K – – –
UCMOK
514
United Capital Management of KS
Kansas
$491K -$109K -1,126 -18%
WTC
515
WhitTier Trust Company
Nevada
$490K – – –
PWMG
516
Prestige Wealth Management Group
New Jersey
$490K – – –
TC
517
TownSquare Capital
Utah
$490K -$475K -4,919 -49%
GC
518
Gilbert & Cook
Iowa
$490K – – –
CWM
519
Cornerstone Wealth Management
Missouri
$487K +$12.3K +127 +3%
MCM
520
Manchester Capital Management
Vermont
$485K – – –
IAG
521
Investmark Advisory Group
Connecticut
$481K +$89.3K +924 +23%
ESB
522
Essex Savings Bank
Connecticut
$480K – – –
PWM
523
Perigon Wealth Management
California
$479K +$135K +1,400 +39%
RMDI
524
R.M. Davis Inc
Maine
$477K – – –
OLVIG
525
Oliver Lagore Vanvalin Investment Group
Michigan
$475K +$475K +4,919 New
19 20
21
22 23