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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

878 hedge funds and large institutions have $8.68B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 238 increasing their positions, 330 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
-5
Holders Change %
-0.57%
% of All Funds
14.05%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
73
Increased
238
Reduced
330
Closed
56
Calls
$6.47M
Puts
$1.3M
Net Calls
+$5.18M
Net Calls Change
-$297K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$950M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$99.2M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$27.2M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$178M
5
ZB
5
Zions Bancorporation
Utah
$83.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$82M
3
Bank of America
3
Bank of America
North Carolina
$561M
4
AFIMH
4
American Family Insurance Mutual Holding
Wisconsin
$104M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
551
Berkshire Asset Management
Pennsylvania
$362K – – –
FFS
552
Founders Financial Securities
Maryland
$361K -$8.92K -98 -2%
TCOV
553
Trust Company of Vermont
Vermont
$359K – – –
PCM
554
Pointe Capital Management
Michigan
$358K +$358K +3,934 New
PFP
555
Paragon Financial Partners
California
$357K +$364 +4 +0.1%
ODIJL
556
One Day In July LLC
Vermont
$352K +$6.65K +73 +2%
FCP
557
Fidelis Capital Partners
Florida
$352K +$352K +3,954 New
OWM
558
Orgel Wealth Management
Wisconsin
$350K – – –
MIH
559
Meitav Investment House
Israel
$349K +$7.13K +79 +2%
EB
560
Eastern Bank
Massachusetts
$349K -$86.4K -949 -20%
TNA
561
True North Advisors
Texas
$348K – – –
RIA
562
Regal Investment Advisors
Michigan
$347K +$182 +2 +0.1%
LT
563
Legacy Trust
Michigan
$343K – – –
PP
564
Pegasus Partners
Wisconsin
$342K -$129K -1,419 -27%
MMPW
565
Mitchell McLeod Pugh & Williams
Alabama
$342K -$26.6K -292 -7%
EW
566
Element Wealth
Mississippi
$342K -$1K -11 -0.3%
SFM
567
Signet Financial Management
New Jersey
$341K -$25K -275 -7%
MC
568
Middleton & Co
Massachusetts
$341K – – –
TP
569
Tranquility Partners
Tennessee
$341K -$21.9K -240 -6%
SCA
570
Sage Capital Advisors
South Dakota
$339K – – –
LRPA
571
L. Roy Papp & Associates
Arizona
$339K +$182 +2 +0.1%
TCBWMS
572
Texas Capital Bank Wealth Management Services
Texas
$338K -$9.38K -103 -3%
VFA
573
Valeo Financial Advisors
Indiana
$338K +$19.5K +214 +6%
LIM
574
Leavell Investment Management
Alabama
$337K +$31.9K +350 +10%
SMA
575
Sage Mountain Advisors
Georgia
$333K – – –
21 22
23
24 25