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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 %
BFS
576
Bradley Foster & Sargent
Connecticut
$347K -$30.6K -366 -8%
CT
577
Cambridge Trust
Massachusetts
$346K -$260K -3,103 -43%
PCMC
578
Private Capital Management (Colorado)
Colorado
$345K – – –
AA
579
Advisory Alpha
Michigan
$343K +$343K +4,098 New
FFS
580
Founders Financial Securities
Maryland
$340K – – –
WP
581
Westmount Partners
California
$339K +$339K +4,057 New
MMPW
582
Mitchell McLeod Pugh & Williams
Alabama
$338K +$50.2K +601 +17%
SFM
583
Signet Financial Management
New Jersey
$336K +$5.35K +64 +2%
PFG
584
Peterson Financial Group
Iowa
$336K -$10.7K -128 -3%
AP
585
Adero Partners
California
$334K – – –
TP
586
Tranquility Partners
Tennessee
$333K – – –
BAM
587
Berkshire Asset Management
Pennsylvania
$333K – – –
QCG
588
Quadrant Capital Group
Ohio
$332K +$52.7K +630 +19%
TCOV
589
Trust Company of Vermont
Vermont
$330K +$226K +2,700 +217%
PFP
590
Paragon Financial Partners
California
$328K -$8.78K -105 -3%
HCC
591
Hirtle Callaghan & Co
Pennsylvania
$325K – – –
OWM
592
Orgel Wealth Management
Wisconsin
$322K -$53.3K -637 -14%
GG
593
Gofen & Glossberg
Illinois
$320K -$6.1K -73 -2%
TNA
594
True North Advisors
Texas
$319K +$319K +3,817 New
TCBWMS
595
Texas Capital Bank Wealth Management Services
Texas
$319K -$19.9K -238 -6%
RIA
596
Regal Investment Advisors
Michigan
$318K +$251 +3 +0.1%
ODIJL
597
One Day In July LLC
Vermont
$317K +$317K +3,795 New
MIH
598
Meitav Investment House
Israel
$317K -$4.84K -58 -2%
LT
599
Legacy Trust
Michigan
$315K +$315K +3,770 New
SIM
600
Stratos Investment Management
Ohio
$315K -$8.45K -101 -3%
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