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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 %
PFG
601
Peterson Financial Group
Iowa
$240K -$8.24K -104 -3%
CAMG
602
CWA Asset Management Group
Florida
$238K -$1.27K -16 -0.5%
SMA
603
Sage Mountain Advisors
Georgia
$238K – – –
AWM
604
Apollon Wealth Management
South Carolina
$237K -$101K -1,269 -30%
EL
605
EMFO LLC
Florida
$237K – – –
SFA
606
Sequoia Financial Advisors
Ohio
$237K +$1.19K +15 +0.5%
PWP
607
Perfromance Wealth Partners
Illinois
$236K – – –
HWM
608
HB Wealth Management
Georgia
$233K – – –
RC
609
Rovin Capital
Arizona
$232K +$18.2K +230 +9%
FLPIM
610
F.L. Putnam Investment Management
Massachusetts
$231K – – –
RIM
611
Regent Investment Management
Kentucky
$230K – – –
VWA
612
Visionary Wealth Advisors
Illinois
$230K +$3.32K +42 +1%
DJYG
613
David J. Yvars Group
Florida
$228K – – –
SFS
614
Stiles Financial Services
Minnesota
$227K – – –
CWM
615
CCG Wealth Management
California
$227K – – –
BTWM
616
Baker Tilly Wealth Management
Wisconsin
$226K -$11.9K -150 -5%
SW
617
SkyOak Wealth
Michigan
$226K -$1.11K -14 -0.5%
VCP
618
Vista Capital Partners
Oregon
$226K – – –
TPA
619
Trivium Point Advisory
Connecticut
$226K – – –
FFC
620
First Financial Corp
Indiana
$225K -$14.5K -183 -6%
CG
621
Caprock Group
Idaho
$225K -$13.2K -167 -6%
Wealthfront Advisers
622
Wealthfront Advisers
California
$225K +$54.7K +690 +32%
KL
623
KilterHowling LLC
Colorado
$224K +$317 +4 +0.1%
BDF
624
Balasa Dinverno & Foltz
$224K +$224K +2,827 New
NHC
625
Nicholas Hoffman & Company
Georgia
$223K – – –
23 24
25
26 27