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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 %
SRC
626
Sage Rhino Capital
California
$223K – – –
TSWM
627
Tyler-Stone Wealth Management
Ohio
$223K – – –
PCM
628
Parsons Capital Management
Rhode Island
$221K – – –
KA
629
Kovack Advisors
Florida
$220K -$4.9K -62 -2%
WLPWM
630
Walled Lake Planning & Wealth Management
Illinois
$218K +$35.3K +445 +19%
LA
631
LexAurum Advisors
Kansas
$218K +$218K +2,752 New
BBP
632
Banco BTG Pactual
Brazil
$217K +$217K +2,744 New
BB
633
Busey Bank
Illinois
$216K – – –
SWM
634
SeaCrest Wealth Management
New York
$215K -$30.5K -385 -12%
IP
635
Ignite Planners
California
$214K – – –
OIA
636
OneDigital Investment Advisors
Kansas
$213K +$2.61K +33 +1%
NEWAS
637
N.E.W. Advisory Services
Wisconsin
$210K +$210K +2,648 New
AWE
638
Avidian Wealth Enterprises
Texas
$209K -$1.94M -24,442 -90%
FIM
639
Fernwood Investment Management
Massachusetts
$209K -$31.7K -400 -13%
DAS
640
Dynamic Advisor Solutions
Arizona
$209K +$634 +8 +0.3%
CF
641
Centaurus Financial
California
$206K -$18.2K -230 -8%
MCWA
642
Meadow Creek Wealth Advisors
Georgia
$206K – – –
PSF
643
Pacific Sun Financial
California
$206K +$1.03K +13 +0.5%
CG
644
Cutler Group
California
$206K +$127K +1,601 +160%
CFS
645
CRA Financial Services
New Jersey
$204K +$6.25K +79 +3%
SC
646
Scotia Capital
Ontario, Canada
$204K +$204K +2,576 New
BWM
647
BT Wealth Management
Georgia
$202K – – –
TA
648
TrueWealth Advisors
Alabama
$202K – – –
IIC
649
Ironwood Investment Counsel
Arizona
$200K -$28.1K -277 -12%
AIA
650
Arcadia Investment Advisors
Idaho
$199K -$142K -1,790 -42%
24 25
26
27 28