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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 %
EL
651
EMFO LLC
Florida
$250K – – –
PWP
652
Perfromance Wealth Partners
Illinois
$249K – – –
WLPWM
653
Walled Lake Planning & Wealth Management
Illinois
$247K +$5.6K +67 +2%
DWT
654
Dorsey & Whitney Trust
South Dakota
$247K – – –
SPWG
655
Syntegra Private Wealth Group
Missouri
$247K +$247K +2,950 New
RIM
656
Regent Investment Management
Kentucky
$242K – – –
DJYG
657
David J. Yvars Group
Florida
$241K – – –
PP
658
Prosperity Planning
Missouri
$241K – – –
FLPIM
659
F.L. Putnam Investment Management
Massachusetts
$239K -$6.52K -78 -3%
KL
660
KilterHowling LLC
Colorado
$238K +$1.17K +14 +0.5%
FFC
661
First Financial Corp
Indiana
$237K – – –
SRC
662
Sage Rhino Capital
California
$235K – – –
CPSAC
663
Chas P. Smith & Associates (CPS)
Florida
$232K +$232K +2,778 New
MFA
664
Mayflower Financial Advisors
Massachusetts
$231K +$231K +2,763 New
BB
665
Busey Bank
Illinois
$231K – – –
VF
666
VitalStone Financial
Texas
$230K +$230K +2,759 New
PCM
667
Parsons Capital Management
Rhode Island
$228K -$5.69K -68 -2%
SWM
668
SeaCrest Wealth Management
New York
$227K – – –
MWM
669
McNaughton Wealth Management
California
$225K -$66.3K -793 -23%
VWA
670
Visionary Wealth Advisors
Illinois
$224K -$15.8K -189 -7%
BTWM
671
Baker Tilly Wealth Management
Wisconsin
$223K -$26.2K -313 -10%
WCM
672
Windsor Capital Management
Arizona
$222K +$222K +2,653 New
NEWAS
673
N.E.W. Advisory Services
Wisconsin
$221K – – –
FIM
674
Fernwood Investment Management
Massachusetts
$221K – – –
YIA
675
YHB Investment Advisors
Connecticut
$220K – – –
25 26
27
28 29