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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 %
WTA
676
Washington Trust Advisors
Massachusetts
$219K -$457K -5,472 -68%
DIA
677
Dana Investment Advisors
Wisconsin
$218K -$8.28K -99 -4%
NHC
678
Nicholas Hoffman & Company
Georgia
$218K -$17.9K -214 -8%
PSF
679
Pacific Sun Financial
California
$218K – – –
CA
680
CGN Advisors
Kansas
$217K -$608K -7,276 -74%
CFS
681
CRA Financial Services
New Jersey
$216K – – –
PFBT
682
Parkside Financial Bank & Trust
Missouri
$216K -$1.84K -22 -0.8%
CG
683
Caprock Group
Idaho
$215K -$22.8K -273 -10%
TA
684
TrueWealth Advisors
Alabama
$213K – – –
GFP
685
Gryphon Financial Partners
Ohio
$212K +$212K +2,530 New
SSWM
686
Sheets Smith Wealth Management
North Carolina
$209K +$209K +2,500 New
HNWA
687
Henrickson Nauta Wealth Advisors
Michigan
$209K +$209K +2,500 New
CFA
688
Cahill Financial Advisors
Minnesota
$209K +$209K +2,499 New
SC
689
Scotia Capital
Ontario, Canada
$208K -$7.36K -88 -3%
RWA
690
Redhawk Wealth Advisors
Minnesota
$207K +$207K +2,475 New
D
691
Diversified
Delaware
$206K +$206K +2,464 New
WFA
692
Websterrogers Financial Advisors
South Carolina
$205K +$205K +2,450 New
OC
693
Oarsman Capital
Wisconsin
$203K +$203K +2,424 New
PMFA
694
Plante Moran Financial Advisors
Michigan
$201K -$53.1K -635 -21%
PTB
695
Pioneer Trust Bank
Oregon
$201K +$201K +2,400 New
ST
696
Smithfield Trust
Pennsylvania
$196K -$4.01K -48 -2%
AIM
697
Arcadia Investment Management
Michigan
$193K +$10.5K +125 +6%
MPWT
698
MassMutual Private Wealth & Trust
Connecticut
$189K – – –
FP
699
Financial Perspectives
Minnesota
$186K +$185K +2,208 +11,621%
LWCFA
700
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$184K – – –
26 27
28
29 30