IWP icon

iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

913 hedge funds and large institutions have $9.24B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.56%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.56%
New
65
Increased
255
Reduced
294
Closed
52
Calls
$8.88M
Puts
$73K
Net Calls
+$8.81M
Net Calls Change
+$3.07M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$92.3M
2
Bank of America
Bank of America
North Carolina
$616M
3
Corient Private Wealth
Corient Private Wealth
Florida
$48M
4
Osaic Holdings
Osaic Holdings
Arizona
$133M
5
Comerica Bank
Comerica Bank
Texas
$24.1M

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
$234K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$198M
3
Barclays
Barclays
United Kingdom
$84K
4
SF
Synovus Financial
Georgia
$99.8M
5
Wells Fargo
Wells Fargo
California
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
651
Sage Rhino Capital
California
$257K – – –
UL
652
Unionview LLC
Washington
$254K -$4.57K -50 -2%
PFGIA
653
Patriot Financial Group Insurance Agency
Massachusetts
$251K -$731 -8 -0.3%
WCM
654
Windsor Capital Management
Arizona
$250K – – –
CHJWM
655
Carlton Hofferkamp & Jenks Wealth Management
Texas
$249K – – –
LIA
656
LifePlan Investment Advisors
North Carolina
$248K – – –
SWM
657
SeaCrest Wealth Management
New York
$248K – – –
SFS
658
Stiles Financial Services
Minnesota
$247K – – –
AWA
659
Amplius Wealth Advisors
Pennsylvania
$246K -$1.83K -20 -0.7%
MFA
660
Mayflower Financial Advisors
Massachusetts
$245K – – –
LTAS
661
Linden Thomas Advisory Services
North Carolina
$245K +$245K +2,677 New
BTWM
662
Baker Tilly Wealth Management
Wisconsin
$244K – – –
FFC
663
First Financial Corp
Indiana
$243K +$47.5K +520 +24%
NEWAS
664
N.E.W. Advisory Services
Wisconsin
$242K – – –
FIM
665
Fernwood Investment Management
Massachusetts
$241K – – –
Empower Advisory Group
666
Empower Advisory Group
Colorado
$240K -$39.9K -437 -14%
CPSAC
667
Chas P. Smith & Associates (CPS)
Florida
$239K -$8.31K -91 -3%
CFA
668
Cahill Financial Advisors
Minnesota
$238K – – –
CG
669
Caprock Group
Idaho
$236K – – –
BCIM
670
Bishop & Co Investment Management
Pennsylvania
$234K -$236M -22,798,385 Closed
WA
671
Wealth Alliance
New York
$233K -$116K -1,272 -33%
WP
672
WMS Partners
Maryland
$233K – – –
TA
673
TrueWealth Advisors
Alabama
$233K – – –
STA
674
Summit Trail Advisors
New York
$233K – – –
Fisher Asset Management
675
Fisher Asset Management
Washington
$232K +$232K +2,544 New
25 26
27
28 29