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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

912 hedge funds and large institutions have $9.81B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 303 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+34
Holders Change %
+3.87%
% of All Funds
14.38%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.62%
New
75
Increased
264
Reduced
303
Closed
35
Calls
$8.82M
Puts
$3.08M
Net Calls
+$5.74M
Net Calls Change
+$561K

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$233M
2
Ameriprise
Ameriprise
Minnesota
+$60.4M
3
SRA
Summit Rock Advisors
New York
+$52.4M
4
Barclays
Barclays
United Kingdom
+$39.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.3M
2
Wells Fargo
Wells Fargo
California
-$65.2M
3
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$37.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$35.8M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
576
Regal Investment Advisors
Michigan
$368K +$97 +1 +0%
TCOV
577
Trust Company of Vermont
Vermont
$367K -$14.7K -152 -4%
LT
578
Legacy Trust
Michigan
$364K – – –
EW
579
Element Wealth
Mississippi
$363K – – –
MC
580
Middleton & Co
Massachusetts
$362K – – –
TP
581
Tranquility Partners
Tennessee
$361K – – –
SFM
582
Signet Financial Management
New Jersey
$361K -$773 -8 -0.2%
WLPWM
583
Walled Lake Planning & Wealth Management
Illinois
$361K +$52.9K +548 +17%
SCA
584
Sage Capital Advisors
South Dakota
$360K – – –
LRPA
585
L. Roy Papp & Associates
Arizona
$359K +$97 +1 +0%
TCBWMS
586
Texas Capital Bank Wealth Management Services
Texas
$359K – – –
SMC
587
Smith, Moore & Co
Missouri
$358K +$13.9K +144 +4%
OWM
588
Orgel Wealth Management
Wisconsin
$358K -$13.7K -142 -4%
Wealth Enhancement Advisory Services
589
Wealth Enhancement Advisory Services
Minnesota
$356K -$48.1K -498 -12%
SCA
590
St. Clair Advisors
Ohio
$353K – – –
MAWA
591
Moss Adams Wealth Advisors
Washington
$351K – – –
UWPG
592
Ullmann Wealth Partners Group
Florida
$350K +$97 +1 +0%
HA
593
HFG Advisors
Ohio
$348K – – –
HF
594
Halpern Financial
Virginia
$347K – – –
PAG
595
Paladin Advisory Group
Iowa
$347K – – –
SMA
596
Sage Mountain Advisors
Georgia
$346K -$8.02K -83 -2%
CAAS
597
Capital Asset Advisory Services
Michigan
$346K +$20.8K +210 +6%
LA
598
Legacy Advisors
Pennsylvania
$339K +$116K +1,200 +52%
EB
599
Eastern Bank
Massachusetts
$339K -$31.2K -323 -8%
CTWM
600
Cherry Tree Wealth Management
Minnesota
$339K +$339K +3,504 New
22 23
24
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