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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

878 hedge funds and large institutions have $8.68B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 238 increasing their positions, 330 reducing their positions, and 56 closing their positions.

Holders
878
Holders Change
-5
Holders Change %
-0.57%
% of All Funds
14.05%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
73
Increased
238
Reduced
330
Closed
56
Calls
$6.47M
Puts
$1.3M
Net Calls
+$5.18M
Net Calls Change
-$297K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$950M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$99.2M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$27.2M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$178M
5
ZB
5
Zions Bancorporation
Utah
$83.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$82M
3
Bank of America
3
Bank of America
North Carolina
$561M
4
AFIMH
4
American Family Insurance Mutual Holding
Wisconsin
$104M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PMFA
676
Plante Moran Financial Advisors
Michigan
$219K 2,400 – –
PTB
677
Pioneer Trust Bank
Oregon
$219K 2,400 – –
PWP
678
Perfromance Wealth Partners
Illinois
$217K 2,380 -600 -20%
ClearBridge Investments
679
ClearBridge Investments
New York
$216K 2,375 +2,375 New
1WM
680
1900 Wealth Management
Texas
$215K 2,365 +2,365 New
MP
681
McDonald Partners
Ohio
$215K 2,358 +2,358 New
WMA
682
West Michigan Advisors
Michigan
$214K 2,354 +2,354 New
PSCM
683
Per Stirling Capital Management
Texas
$214K 2,354 +2,354 New
ST
684
Smithfield Trust
Pennsylvania
$214K 2,344 – –
KCM
685
Kendall Capital Management
Maryland
$213K 2,344 +2,344 New
RC
686
Rovin Capital
Arizona
$211K 2,314 +2,314 New
ACM
687
Ategra Capital Management
Virginia
$211K 2,316 +2,316 New
C
688
Certuity
Florida
$211K 2,315 -2,251 -49%
VCP
689
Vista Capital Partners
Oregon
$211K 2,312 +2,312 New
JWCA
690
J.W. Coons Advisors
Ohio
$210K 2,311 +2,311 New
ECM
691
Evergreen Capital Management
Washington
$210K 2,310 +2,310 New
LA
692
Legacy Advisors
Pennsylvania
$210K 2,308 +2,308 New
GIM
693
Goelzer Investment Management
Indiana
$209K 2,294 +2,294 New
WB
694
West Bancorporation
Iowa
$208K 2,281 +2,281 New
MPWT
695
MassMutual Private Wealth & Trust
Connecticut
$206K 2,267 +3 +0.1%
MIA
696
MainStreet Investment Advisors
Illinois
$206K 2,260 +2,260 New
LFAS
697
Level Four Advisory Services
Texas
$206K 2,258 -1,908 -46%
MCM
698
Monarch Capital Management
Indiana
$205K 2,256 +2,256 New
IIC
699
Ironwood Investment Counsel
Arizona
$205K 2,250 +2,250 New
AMM
700
American Money Management
California
$205K 2,247 -1,125 -33%
26 27
28
29 30