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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

912 hedge funds and large institutions have $9.81B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 303 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+34
Holders Change %
+3.87%
% of All Funds
14.38%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.62%
New
75
Increased
264
Reduced
303
Closed
35
Calls
$8.82M
Puts
$3.08M
Net Calls
+$5.74M
Net Calls Change
+$561K

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$233M
2
Ameriprise
Ameriprise
Minnesota
+$60.4M
3
SRA
Summit Rock Advisors
New York
+$52.4M
4
Barclays
Barclays
United Kingdom
+$39.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.3M
2
Wells Fargo
Wells Fargo
California
-$65.2M
3
AFIMH
American Family Insurance Mutual Holding
Wisconsin
-$37.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$35.8M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
626
Financial Advocates Investment Management
Washington
$303K +$23.3K +241 +8%
VFA
627
Valeo Financial Advisors
Indiana
$302K -$56.2K -582 -16%
MAM
628
Madison Asset Management
Wisconsin
$302K – – –
Fiera Capital (Canada)
629
Fiera Capital (Canada)
Quebec, Canada
$302K -$103K -1,068 -25%
AA
630
Ancora Advisors
Ohio
$302K – – –
WA
631
WealthTrust Axiom
Pennsylvania
$301K – – –
CAL
632
Capital Advisors Ltd
Ohio
$300K – – –
TYCC
633
Texas Yale Capital Corp
Florida
$299K – – –
WLIM
634
White Lighthouse Investment Management
Massachusetts
$298K -$13.5K -140 -4%
Empower Advisory Group
635
Empower Advisory Group
Colorado
$296K +$33.1K +343 +13%
CWC
636
Carolinas Wealth Consulting
North Carolina
$295K +$289K +2,988 +4,394%
GC
637
Grimes & Company
Massachusetts
$292K +$5.7K +59 +2%
EL
638
EMFO LLC
Florida
$289K – – –
SW
639
SVB Wealth
Massachusetts
$288K -$532K -5,510 -65%
BBHC
640
Brown Brothers Harriman & Co
New York
$287K – – –
PFA
641
Pure Financial Advisors
California
$287K – – –
SPWG
642
Syntegra Private Wealth Group
Missouri
$285K – – –
PFG
643
Peterson Financial Group
Iowa
$284K -$34K -352 -11%
PWMAG
644
Pinnacle Wealth Management Advisory Group
New Jersey
$283K – – –
RWA
645
Redhawk Wealth Advisors
Minnesota
$282K +$42.9K +444 +18%
CAG
646
Csenge Advisory Group
Florida
$279K +$279K +2,885 New
CWM
647
Cahill Wealth Management
Michigan
$277K – – –
CHJWM
648
Carlton Hofferkamp & Jenks Wealth Management
Texas
$276K -$867 -9 -0.3%
KL
649
KilterHowling LLC
Colorado
$275K +$193 +2 +0.1%
DJYG
650
David J. Yvars Group
Florida
$275K – – –
24 25
26
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