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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 %
GFP
676
Gryphon Financial Partners
Ohio
$231K – – –
CFS
677
CRA Financial Services
New Jersey
$229K – – –
SSWM
678
Sheets Smith Wealth Management
North Carolina
$228K – – –
CS
679
Comerica Securities
Michigan
$228K -$3.02K -33 -1%
EL
680
Essex LLC
Illinois
$227K +$227K +2,485 New
PVAMC
681
PPS&V Asset Management Consultants
Michigan
$227K +$22.4K +245 +11%
NHC
682
Nicholas Hoffman & Company
Georgia
$225K -$12.4K -136 -5%
MWM
683
McNaughton Wealth Management
California
$224K -$4.02K -44 -2%
WFA
684
Websterrogers Financial Advisors
South Carolina
$224K – – –
HBW
685
Hazlett, Burt & Watson
West Virginia
$223K +$37.7K +412 +20%
OC
686
Oarsman Capital
Wisconsin
$221K – – –
KCM
687
Kendall Capital Management
Maryland
$221K +$6.94K +76 +3%
PSF
688
Pacific Sun Financial
California
$220K +$548 +6 +0.2%
WS
689
Wedbush Securities
California
$220K +$27.8K +305 +14%
PTB
690
Pioneer Trust Bank
Oregon
$219K – – –
MYIA
691
Mount Yale Investment Advisors
Colorado
$219K – – –
EDRH
692
Edmond de Rothschild Holding
Switzerland
$218K +$65.9K +721 +43%
ClearBridge Investments
693
ClearBridge Investments
New York
$217K – – –
GFS
694
GYL Financial Synergies
Connecticut
$217K -$266K -2,912 -55%
MP
695
McDonald Partners
Ohio
$215K – – –
WMA
696
West Michigan Advisors
Michigan
$215K +$548 +6 +0.3%
TCM
697
Towercrest Capital Management
Pennsylvania
$215K +$8.31K +91 +4%
Betterment LLC
698
Betterment LLC
New York
$215K +$215K +2,352 New
ST
699
Smithfield Trust
Pennsylvania
$214K -$73K -800 -25%
CAG
700
Crestwood Advisors Group
Massachusetts
$214K +$214K +2,341 New
26 27
28
29 30