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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 %
AMM
576
American Money Management
California
$270K -$53.7K -679 -17%
Susquehanna International Group
577
Susquehanna International Group
Pennsylvania
$261K -$6.3M -79,632 -96%
OA
578
Oxbow Advisors
Texas
$260K – – –
KP
579
Keel Point
Alabama
$258K +$45.2K +488 +21%
MMPW
580
Mitchell McLeod Pugh & Williams
Alabama
$257K – – –
PWM
581
Perigon Wealth Management
California
$254K +$11.1K +140 +5%
Fiera Capital (Canada)
582
Fiera Capital (Canada)
Quebec, Canada
$253K – – –
CHJWM
583
Carlton Hofferkamp & Jenks Wealth Management
Texas
$252K -$2.32K -28 -0.9%
AWM
584
Avior Wealth Management
Nebraska
$252K +$9.6K +125 +4%
MAM
585
Madison Asset Management
Wisconsin
$248K – – –
GFP
586
Gryphon Financial Partners
Ohio
$248K +$79 +1 +0%
BC
587
Barnett & Company
Tennessee
$248K +$25K +316 +11%
AA
588
Ancora Advisors
Ohio
$247K -$23.6K -298 -9%
BCM
589
Bourgeon Capital Management
Connecticut
$247K – – –
PCA
590
Pallas Capital Advisors
Massachusetts
$247K +$850 +10 +0.3%
Westfield Capital Management
591
Westfield Capital Management
Massachusetts
$247K +$247K +3,120 New
WA
592
WealthTrust Axiom
Pennsylvania
$246K – – –
CAL
593
Capital Advisors Ltd
Ohio
$246K – – –
RWG
594
Regal Wealth Group
California
$246K +$317 +4 +0.1%
CFA
595
Cahill Financial Advisors
Minnesota
$246K +$396 +5 +0.2%
ACM
596
AlphaStar Capital Management
North Carolina
$246K +$20.8K +262 +9%
KIG
597
Kowal Investment Group
Wisconsin
$245K -$93.3K -1,175 -28%
TYCC
598
Texas Yale Capital Corp
Florida
$245K – – –
FMN
599
Financial Management Network
California
$244K – – –
IC
600
Intersect Capital
California
$241K -$38.9K -491 -14%
22 23
24
25 26