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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 %
STA
676
Summit Trail Advisors
New York
$246K -$48.3K -500 -16%
SC
677
Scotia Capital
Ontario, Canada
$246K – – –
GFP
678
Gryphon Financial Partners
Ohio
$244K -$85.1K -881 -26%
CS
679
Comerica Securities
Michigan
$244K -$3.09K -32 -1%
CFS
680
CRA Financial Services
New Jersey
$242K -$19.7K -204 -8%
SSWM
681
Sheets Smith Wealth Management
North Carolina
$242K – – –
MWM
682
McNaughton Wealth Management
California
$241K -$18.1K -187 -7%
RC
683
Rovin Capital
Arizona
$240K +$16.7K +173 +7%
WFA
684
Websterrogers Financial Advisors
South Carolina
$237K – – –
OC
685
Oarsman Capital
Wisconsin
$234K – – –
CAI
686
Capital Advisors Inc
Oklahoma
$233K -$30.4K -315 -12%
PTB
687
Pioneer Trust Bank
Oregon
$232K – – –
MYIA
688
Mount Yale Investment Advisors
Colorado
$232K – – –
SCA
689
Snowden Capital Advisors
New York
$230K -$5.51K -57 -2%
ClearBridge Investments
690
ClearBridge Investments
New York
$229K – – –
PWP
691
Perfromance Wealth Partners
Illinois
$229K – – –
MP
692
McDonald Partners
Ohio
$228K – – –
WMA
693
West Michigan Advisors
Michigan
$227K -$387 -4 -0.2%
KCM
694
Kendall Capital Management
Maryland
$227K – – –
CT
695
Cambridge Trust
Massachusetts
$224K -$54.1K -560 -19%
ACM
696
Ategra Capital Management
Virginia
$224K +$193 +2 +0.1%
AA
697
Advisory Alpha
Michigan
$224K -$181K -1,876 -45%
HWM
698
HB Wealth Management
Georgia
$224K -$29K -300 -11%
VCP
699
Vista Capital Partners
Oregon
$223K – – –
JWCA
700
J.W. Coons Advisors
Ohio
$223K +$97 +1 +0%
26 27
28
29 30