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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 %
LC
526
LCNB Corp
Ohio
$338K +$6.33K +80 +2%
TRIA
527
Trail Ridge Investment Advisors
Colorado
$338K +$338K +4,264 New
GCM
528
Geneva Capital Management
Wisconsin
$333K -$588K -7,409 -64%
IWP
529
Icon Wealth Partners
Texas
$333K -$1.98K -25 -0.6%
SMC
530
Smith, Moore & Co
Missouri
$332K -$193K -2,436 -37%
TCA
531
Transcend Capital Advisors
New Jersey
$332K -$4.52K -57 -1%
EW
532
Element Wealth
Mississippi
$332K – – –
MA
533
MONECO Advisors
Connecticut
$331K +$18.2K +230 +6%
VDI
534
Vaughan David Investments
Illinois
$329K +$329K +4,147 New
MIH
535
Meitav Investment House
Israel
$328K -$9.49K -120 -3%
ACM
536
Armbruster Capital Management
New York
$322K -$688K -8,686 -68%
PIFP
537
Partners in Financial Planning
Virginia
$321K +$48.6K +543 +18%
TCBWMS
538
Texas Capital Bank Wealth Management Services
Texas
$321K – – –
AP
539
Adero Partners
California
$321K – – –
SFM
540
Signet Financial Management
New Jersey
$321K +$159 +2 +0%
PFP
541
Paragon Financial Partners
California
$319K -$54.1K -682 -15%
CCG
542
Cypress Capital Group
Florida
$319K +$45.8K +579 +17%
DI
543
DAGCO Inc
Ohio
$318K -$5.14K -65 -2%
TP
544
Tranquility Partners
Tennessee
$315K -$871 -11 -0.3%
BBA
545
BLB&B Advisors
Pennsylvania
$315K +$86.3K +1,090 +38%
BAM
546
Berkshire Asset Management
Pennsylvania
$315K +$315K +3,978 New
9WM
547
9258 Wealth Management
Ohio
$312K -$9.84K -124 -3%
CSPIA
548
Cary Street Partners Investment Advisory
Virginia
$308K +$308K +3,886 New
VCA
549
Verdence Capital Advisors
Maryland
$303K -$428K -5,398 -59%
MWM
550
McNaughton Wealth Management
California
$302K -$26.2K -330 -8%
20 21
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