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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FHA
701
Flagship Harbor Advisors
Massachusetts
$204K +$204K +2,237 New
FP
702
Financial Perspectives
Minnesota
$203K – – –
JSW
703
Journey Strategic Wealth
New Jersey
$200K -$130K -1,429 -39%
RIM
704
Rockbridge Investment Management
New York
$200K +$200K +2,199 New
CA
705
Clearstead Advisors
Ohio
$193K – – –
FFC
706
First Financial Corp
Indiana
$193K -$65.3K -717 -25%
DIP
707
DT Investment Partners
Pennsylvania
$191K – – –
OC
708
Oakworth Capital
Alabama
$190K – – –
GC
709
Garde Capital
Washington
$189K – – –
HCM
710
Hollencrest Capital Management
California
$177K – – –
AIM
711
Arcadia Investment Management
Michigan
$168K -$41.9K -460 -20%
RMC
712
Resources Management Corp
Connecticut
$167K +$146K +1,385 +693%
MCM
713
Mill Capital Management
North Carolina
$165K – – –
ACA
714
Aptus Capital Advisors
Alabama
$163K +$72K +791 +79%
BFPW
715
BOK Financial Private Wealth
Colorado
$160K – – –
MMG
716
Monetary Management Group
Missouri
$159K – – –
HFS
717
HBC Financial Services
Washington
$154K – – –
SIC
718
Salem Investment Counselors
North Carolina
$152K -$10.9K -120 -7%
SWM
719
Sugarloaf Wealth Management
Georgia
$152K – – –
EDRH
720
Edmond de Rothschild Holding
Switzerland
$152K – – –
TCPG
721
Trivant Custom Portfolio Group
California
$151K +$151K +1,660 New
JWM
722
Janiczek Wealth Management
Colorado
$150K – – –
AIA
723
Arcadia Investment Advisors
Idaho
$149K -$10.6K -116 -7%
TCWA
724
Ten Capital Wealth Advisors
Washington
$148K +$136K +1,492 +1,105%
WTA
725
Washington Trust Advisors
Massachusetts
$144K -$94.8K -1,041 -40%
27 28
29
30 31