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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 %
CFG
526
Cooper Financial Group
California
$475K -$21.5K -223 -4%
AA
527
Aire Advisors
California
$472K -$3.77K -39 -0.8%
TCA
528
Transcend Capital Advisors
New Jersey
$470K +$33.1K +343 +8%
PCA
529
Providence Capital Advisors
North Carolina
$465K – – –
IAN
530
Integrated Advisors Network
Texas
$464K -$2.8K -29 -0.6%
EW
531
Evoke Wealth
California
$461K +$461K +4,767 New
FIBT
532
First International Bank & Trust
North Dakota
$459K -$199K -2,057 -30%
WTB
533
Washington Trust Bank
Washington
$457K -$402K -4,163 -47%
FPW
534
Flagship Private Wealth
Massachusetts
$455K – – –
HSA
535
HBK Sorce Advisory
Pennsylvania
$454K -$77.5K -802 -15%
RWA
536
Ropes Wealth Advisors
Massachusetts
$453K +$32.1K +332 +8%
GP
537
Girard Partners
Pennsylvania
$452K -$110K -1,135 -20%
PWP
538
Principle Wealth Partners
Connecticut
$451K – – –
MFWP
539
Mosaic Family Wealth Partners
Missouri
$450K -$5.6K -58 -1%
BWP
540
Baldwin Wealth Partners
Massachusetts
$450K – – –
MCA
541
Maryland Capital Advisors
Maryland
$450K – – –
CFO
542
Callan Family Office
Pennsylvania
$448K – – –
VAF
543
Values Added Financial
District of Columbia
$445K +$445K +4,603 New
FFN
544
Focus Financial Network
Minnesota
$445K -$42.1K -436 -9%
JHCP
545
Jackson Hole Capital Partners
Oklahoma
$444K +$387 +4 +0.1%
LFAS
546
Level Four Advisory Services
Texas
$438K +$220K +2,280 +101%
Simplex Trading
547
Simplex Trading
Illinois
$436K -$310K -3,213 -42%
SFC
548
Strategic Financial Concepts
Texas
$436K +$7.73K +80 +2%
IF
549
IRON Financial
Illinois
$431K – – –
LCM
550
Liberty Capital Management
Michigan
$426K – – –
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