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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 %
EW
601
Element Wealth
Mississippi
$315K -$161K -1,930 -34%
CW
602
CIC Wealth
Maryland
$314K +$314K +3,756 New
LFA
603
LGT Financial Advisors
Texas
$314K +$314K +3,755 New
MC
604
Middleton & Co
Massachusetts
$313K – – –
SCA
605
Sage Capital Advisors
South Dakota
$312K – – –
LRPA
606
L. Roy Papp & Associates
Arizona
$311K +$502 +6 +0.2%
FA
607
Flagstar Advisors
New York
$310K -$15.4K -184 -5%
SMA
608
Sage Mountain Advisors
Georgia
$306K +$55.2K +660 +22%
SCA
609
St. Clair Advisors
Ohio
$306K – – –
MAWA
610
Moss Adams Wealth Advisors
Washington
$304K +$304K +3,636 New
JSW
611
Journey Strategic Wealth
New Jersey
$303K -$46K -550 -13%
AIA
612
Armor Investment Advisors
North Carolina
$303K -$12.5K -150 -4%
UWPG
613
Ullmann Wealth Partners Group
Florida
$303K +$502 +6 +0.2%
HA
614
HFG Advisors
Ohio
$301K – – –
HF
615
Halpern Financial
Virginia
$301K – – –
GSWM
616
Greenup Street Wealth Management
Michigan
$299K -$91.3K -1,092 -23%
OIA
617
OneDigital Investment Advisors
Kansas
$298K +$58.9K +704 +25%
STA
618
Summit Trail Advisors
New York
$296K +$20.9K +250 +8%
9WM
619
9258 Wealth Management
Ohio
$296K -$27.6K -330 -9%
BP
620
Ballentine Partners
Massachusetts
$294K -$13.9K -166 -5%
CF
621
Centaurus Financial
California
$293K +$74.1K +886 +34%
VFA
622
Valeo Financial Advisors
Indiana
$292K -$289K -3,454 -50%
WIM
623
Wittenberg Investment Management
Massachusetts
$288K +$1.51K +18 +0.5%
PCH
624
PGIM Custom Harvest
New Jersey
$287K +$287K +3,435 New
CCMG
625
Clark Capital Management Group
Pennsylvania
$286K +$286K +3,416 New
23 24
25
26 27