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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 %
V
526
ViaWealth
Kansas
$432K +$432K +5,086 New
HW
527
Hancock Whitney
Mississippi
$429K +$429K +5,129 New
PWMG
528
Prestige Wealth Management Group
New Jersey
$424K -$8.94K -107 -2%
GC
529
Gilbert & Cook
Iowa
$424K – – –
LPAM
530
Lodestar Private Asset Management
California
$422K +$422K +5,043 New
CWM
531
Chicago Wealth Management
Illinois
$421K -$30.1K -360 -7%
MA
532
MAS Advisors
Florida
$421K -$12.5K -150 -3%
MCM
533
Manchester Capital Management
Vermont
$419K – – –
ESB
534
Essex Savings Bank
Connecticut
$416K – – –
TCA
535
Transcend Capital Advisors
New Jersey
$412K +$14.5K +173 +4%
RMDI
536
R.M. Davis Inc
Maine
$412K -$17.5K -210 -4%
CIC
537
Carnegie Investment Counsel
Ohio
$409K -$101K -1,209 -20%
FFN
538
Focus Financial Network
Minnesota
$409K +$1.09K +13 +0.3%
PCA
539
Personal Capital Advisors
California
$409K +$409K +4,889 New
WTC
540
WhitTier Trust Company
Nevada
$406K – – –
IAN
541
Integrated Advisors Network
Texas
$403K -$300K -3,588 -43%
EB
542
Eastern Bank
Massachusetts
$399K -$147K -1,756 -27%
WWA
543
WC Walker & Associates
California
$399K – – –
DI
544
DAGCO Inc
Ohio
$397K +$82.8K +991 +26%
MFWP
545
Mosaic Family Wealth Partners
Missouri
$394K +$394K +4,717 New
FPW
546
Flagship Private Wealth
Massachusetts
$393K -$10.8K -129 -3%
BFA
547
Bragg Financial Advisors
North Carolina
$392K +$47.2K +565 +14%
PWP
548
Principle Wealth Partners
Connecticut
$390K – – –
BWP
549
Baldwin Wealth Partners
Massachusetts
$389K – – –
MCA
550
Maryland Capital Advisors
Maryland
$389K – – –
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