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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
$236M
2
Ameriprise
Ameriprise
Minnesota
$239M
3
SRA
Summit Rock Advisors
New York
$52.4M
4
Barclays
Barclays
United Kingdom
$40M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$333M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$16M
2
Wells Fargo
Wells Fargo
California
$587M
3
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$72.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
5
PAMP
Polar Asset Management Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
701
Evergreen Capital Management
Washington
$223K – – –
RBFC
702
Roman Butler Fullerton & Co
Missouri
$223K +$223K +2,222 New
GIM
703
Goelzer Investment Management
Indiana
$222K – – –
CF
704
Centaurus Financial
California
$221K -$119K -1,230 -35%
WB
705
West Bancorporation
Iowa
$220K – – –
FP
706
Financial Perspectives
Minnesota
$219K +$3.96K +41 +2%
MPWT
707
MassMutual Private Wealth & Trust
Connecticut
$219K – – –
PSF
708
Pacific Sun Financial
California
$219K +$219K +2,403 New
TCM
709
Towercrest Capital Management
Pennsylvania
$219K +$219K +2,264 New
MIA
710
MainStreet Investment Advisors
Illinois
$218K – – –
MCM
711
Monarch Capital Management
Indiana
$218K – – –
AWM
712
Apollon Wealth Management
South Carolina
$218K +$218K +2,254 New
IIC
713
Ironwood Investment Counsel
Arizona
$217K – – –
FHA
714
Flagship Harbor Advisors
Massachusetts
$216K – – –
MWP
715
Madison Wealth Partners
Wisconsin
$212K +$212K +2,190 New
AMM
716
American Money Management
California
$211K -$5.8K -60 -3%
SIA
717
Schechter Investment Advisors
Michigan
$211K +$211K +2,183 New
PSCM
718
Per Stirling Capital Management
Texas
$211K -$16.6K -172 -7%
DIP
719
DT Investment Partners
Pennsylvania
$210K – – –
CWM
720
CCG Wealth Management
California
$209K +$209K +2,160 New
JSW
721
Journey Strategic Wealth
New Jersey
$207K -$5.9K -61 -3%
CW
722
CIC Wealth
Maryland
$207K -$113K -1,168 -35%
FFC
723
First Financial Corp
Indiana
$206K +$1.84K +19 +0.9%
IA
724
Insight Advisors
Pennsylvania
$205K +$205K +2,126 New
EBSAM
725
Eubel Brady & Suttman Asset Management
Ohio
$205K +$205K +2,120 New
27 28
29
30 31