IWP icon

iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

878 hedge funds and large institutions have $8.68B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 238 increasing their positions, 330 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
-5
Holders Change %
-0.57%
% of All Funds
14.05%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
73
Increased
238
Reduced
330
Closed
56
Calls
$6.47M
Puts
$1.3M
Net Calls
+$5.18M
Net Calls Change
-$297K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$950M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$99.2M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$27.2M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$178M
5
ZB
5
Zions Bancorporation
Utah
$83.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$82M
3
Bank of America
3
Bank of America
North Carolina
$561M
4
AFIMH
4
American Family Insurance Mutual Holding
Wisconsin
$104M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
601
CIC Wealth
Maryland
$301K -$41K -450 -12%
PFG
602
Peterson Financial Group
Iowa
$299K -$66.4K -729 -18%
CAAS
603
Capital Asset Advisory Services
Michigan
$299K -$9.11K -100 -3%
OA
604
Oxbow Advisors
Texas
$299K – – –
ONST
605
Old North State Trust
North Carolina
$295K -$6.83K -75 -2%
WLIM
606
White Lighthouse Investment Management
Massachusetts
$293K -$53.7K -590 -15%
VCA
607
Verdence Capital Advisors
Maryland
$292K -$17.4K -191 -6%
GSWM
608
Greenup Street Wealth Management
Michigan
$290K -$34.9K -383 -11%
WLPWM
609
Walled Lake Planning & Wealth Management
Illinois
$290K +$20.8K +228 +8%
BCM
610
Bourgeon Capital Management
Connecticut
$287K +$3.19K +35 +1%
MAM
611
Madison Asset Management
Wisconsin
$285K – – –
AA
612
Ancora Advisors
Ohio
$284K – – –
WA
613
WealthTrust Axiom
Pennsylvania
$284K – – –
CAL
614
Capital Advisors Ltd
Ohio
$283K – – –
TYCC
615
Texas Yale Capital Corp
Florida
$281K – – –
PP
616
Prosperity Planning
Missouri
$279K +$21.8K +239 +8%
STA
617
Summit Trail Advisors
New York
$277K -$45.5K -500 -14%
BWA
618
Beam Wealth Advisors
Louisiana
$274K -$11.7K -129 -4%
NAS
619
Nicolet Advisory Services
Wisconsin
$274K -$80.6K -907 -23%
FMN
620
Financial Management Network
California
$274K – – –
EL
621
EMFO LLC
Florida
$272K – – –
BBHC
622
Brown Brothers Harriman & Co
New York
$271K +$152K +1,670 +128%
PFA
623
Pure Financial Advisors
California
$271K -$15.7K -173 -6%
PCM
624
Parsons Capital Management
Rhode Island
$270K +$22K +242 +9%
GC
625
Grimes & Company
Massachusetts
$269K +$269K +2,959 New
23 24
25
26 27