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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 %
RIA
551
Regal Investment Advisors
Michigan
$301K +$158 +2 +0.1%
JSW
552
Journey Strategic Wealth
New Jersey
$301K +$301K +3,801 New
NAS
553
Nicolet Advisory Services
Wisconsin
$300K +$5.84K +70 +2%
AIA
554
Armor Investment Advisors
North Carolina
$299K – – –
SIM
555
Stratos Investment Management
Ohio
$298K -$19.5K -246 -6%
AW
556
ACG Wealth
Georgia
$298K – – –
FA
557
Fermata Advisors
California
$298K +$52.2K +658 +21%
MC
558
Middleton & Co
Massachusetts
$296K – – –
SCA
559
Sage Capital Advisors
South Dakota
$295K – – –
LRPA
560
L. Roy Papp & Associates
Arizona
$294K +$79 +1 +0%
WPC
561
White Pine Capital
Minnesota
$293K +$15.8K +200 +6%
PMFA
562
Plante Moran Financial Advisors
Michigan
$291K +$50.7K +640 +21%
CSWM
563
Cassady Schiller Wealth Management
Ohio
$290K -$120K -1,514 -29%
SI
564
Saxon Interests
Texas
$290K +$290K +3,665 New
SCA
565
St. Clair Advisors
Ohio
$290K – – –
WLIM
566
White Lighthouse Investment Management
Massachusetts
$289K +$11.9K +150 +4%
UWPG
567
Ullmann Wealth Partners Group
Florida
$286K – – –
HA
568
HFG Advisors
Ohio
$285K – – –
HF
569
Halpern Financial
Virginia
$285K – – –
HCM
570
Hollencrest Capital Management
California
$281K – – –
CS
571
Comerica Securities
Michigan
$280K -$152K -1,926 -35%
CAAS
572
Capital Asset Advisory Services
Michigan
$279K -$17.8K -225 -6%
FF
573
Fluent Financial
Texas
$279K -$792 -10 -0.3%
AA
574
Argent Advisors
Louisiana
$273K -$78.6K -990 -22%
WIM
575
Wittenberg Investment Management
Massachusetts
$271K +$191K +2,418 +240%
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