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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 %
TFS
701
TrustCore Financial Services
Tennessee
$178K -$18.9K -226 -10%
DIP
702
DT Investment Partners
Pennsylvania
$178K – – –
CA
703
Clearstead Advisors
Ohio
$177K – – –
OC
704
Oakworth Capital
Alabama
$174K – – –
GC
705
Garde Capital
Washington
$173K – – –
HCM
706
Hollencrest Capital Management
California
$163K +$163K +1,946 New
BA
707
Ballast Advisors
Minnesota
$159K – – –
WAG
708
Windsor Advisory Group
Ohio
$159K +$159K +1,906 New
HBT
709
Hills Bank & Trust
Iowa
$153K +$10.8K +130 +8%
MCM
710
Mill Capital Management
North Carolina
$152K – – –
BL
711
Balentine LLC
Georgia
$150K – – –
SIC
712
Salem Investment Counselors
North Carolina
$150K – – –
OWA
713
One Wealth Advisors
California
$149K +$149K +1,778 New
AIA
714
Arcadia Investment Advisors
Idaho
$147K -$34.3K -410 -19%
BFPW
715
BOK Financial Private Wealth
Colorado
$147K – – –
MMG
716
Monetary Management Group
Missouri
$146K -$251K -3,000 -63%
JWM
717
Janiczek Wealth Management
Colorado
$145K – – –
HFS
718
HBC Financial Services
Washington
$142K – – –
EDRH
719
Edmond de Rothschild Holding
Switzerland
$139K – – –
SWM
720
Sugarloaf Wealth Management
Georgia
$139K – – –
AIM
721
Acropolis Investment Management
Missouri
$131K – – –
FCA
722
FinTrust Capital Advisors
South Carolina
$131K – – –
Deutsche Bank
723
Deutsche Bank
Germany
$131K – – –
CHC
724
City Holding Co
West Virginia
$131K – – –
DSC
725
Duncker Streett & Co
Missouri
$129K – – –
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29
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