IWP icon

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 %
JHCP
551
Jackson Hole Capital Partners
Oklahoma
$384K +$1.92K +23 +0.5%
C
552
Certuity
Florida
$382K – – –
FC
553
Financial Consulate
Maryland
$380K +$380K +4,544 New
LCM
554
Liberty Capital Management
Michigan
$379K – – –
GFS
555
GYL Financial Synergies
Connecticut
$375K – – –
MA
556
MONECO Advisors
Connecticut
$373K +$29.2K +349 +8%
IF
557
IRON Financial
Illinois
$373K – – –
T
558
TNF
Montana
$372K -$20.7K -225 -5%
LCM
559
Leisure Capital Management
California
$371K +$371K +4,434 New
CCG
560
Cypress Capital Group
Florida
$367K +$15.5K +185 +4%
DC
561
Davenport & Co
Virginia
$366K -$30.1K -360 -8%
RLKPA
562
Robbie L. Kennerson P.A.
Florida
$366K +$366K +4,374 New
TGAM
563
TBH Global Asset Management
Tennessee
$365K +$365K +4,362 New
CIBC World Market
564
CIBC World Market
Ontario, Canada
$357K – – –
TRIA
565
Trail Ridge Investment Advisors
Colorado
$356K – – –
WLIM
566
White Lighthouse Investment Management
Massachusetts
$355K -$13K -140 -4%
IWA
567
Icon Wealth Advisors
Texas
$354K – – –
Two Sigma Advisers
568
Two Sigma Advisers
New York
$351K +$351K +4,200 New
DGI
569
Disciplined Growth Investors
Minnesota
$351K -$89.6K -1,072 -20%
RWA
570
Ropes Wealth Advisors
Massachusetts
$350K -$9.53K -114 -3%
NAS
571
Nicolet Advisory Services
Wisconsin
$348K +$40.4K +463 +13%
LFAS
572
Level Four Advisory Services
Texas
$348K +$348K +4,166 New
SMC
573
Smith, Moore & Co
Missouri
$348K -$6.27K -75 -2%
FWM
574
Fingerlakes Wealth Management
New York
$347K +$920 +11 +0.3%
VDI
575
Vaughan David Investments
Illinois
$347K – – –
21 22
23
24 25