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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 %
SW
626
SkyOak Wealth
Michigan
$285K +$19.8K +237 +7%
VCA
627
Verdence Capital Advisors
Maryland
$284K -$52.7K -630 -16%
PIFP
628
Partners in Financial Planning
Virginia
$283K -$19.8K -239 -7%
CAAS
629
Capital Asset Advisory Services
Michigan
$283K – – –
AMM
630
American Money Management
California
$282K +$167 +2 +0.1%
Luther King Capital Management (LKCM)
631
Luther King Capital Management (LKCM)
Texas
$280K -$263K – –
LIM
632
Leavell Investment Management
Alabama
$280K +$280K +3,348 New
WPC
633
White Pine Capital
Minnesota
$278K – – –
ONST
634
Old North State Trust
North Carolina
$277K -$34.6K -414 -11%
CHJWM
635
Carlton Hofferkamp & Jenks Wealth Management
Texas
$276K – – –
OA
636
Oxbow Advisors
Texas
$274K – – –
PWM
637
Perigon Wealth Management
California
$268K +$167 +2 +0.1%
CWM
638
Cahill Wealth Management
Michigan
$265K -$461K -4,974 -63%
PWMAG
639
Pinnacle Wealth Management Advisory Group
New Jersey
$264K +$251 +3 +0.1%
PVAMC
640
PPS&V Asset Management Consultants
Michigan
$263K +$263K +3,148 New
PFA
641
Pure Financial Advisors
California
$263K +$502 +6 +0.2%
BWA
642
Beam Wealth Advisors
Louisiana
$263K +$263K +3,141 New
MAM
643
Madison Asset Management
Wisconsin
$262K – – –
BCM
644
Bourgeon Capital Management
Connecticut
$260K – – –
WA
645
WealthTrust Axiom
Pennsylvania
$260K – – –
CAL
646
Capital Advisors Ltd
Ohio
$260K – – –
AA
647
Ancora Advisors
Ohio
$260K – – –
TYCC
648
Texas Yale Capital Corp
Florida
$258K – – –
FMN
649
Financial Management Network
California
$256K – – –
LWM
650
LJI Wealth Management
Indiana
$254K +$254K +3,037 New
24 25
26
27 28