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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 %
CT
701
Cambridge Trust
Massachusetts
$212K – – –
ACM
702
Ategra Capital Management
Virginia
$212K – – –
CFG
703
Citizens Financial Group
Rhode Island
$212K +$34.7K +379 +20%
HWM
704
HB Wealth Management
Georgia
$211K +$183 +2 +0.1%
ECM
705
Evergreen Capital Management
Washington
$211K – – –
VCP
706
Vista Capital Partners
Oregon
$211K – – –
JWCA
707
J.W. Coons Advisors
Ohio
$211K – – –
IC
708
IEQ Capital
California
$211K +$211K +2,311 New
GIM
709
Goelzer Investment Management
Indiana
$210K – – –
1WM
710
1900 Wealth Management
Texas
$210K +$210K +2,293 New
WB
711
West Bancorporation
Iowa
$208K – – –
CAG
712
Csenge Advisory Group
Florida
$208K -$55.7K -610 -21%
FP
713
Financial Perspectives
Minnesota
$207K – – –
MCM
714
Monarch Capital Management
Indiana
$206K – – –
MPWT
715
MassMutual Private Wealth & Trust
Connecticut
$206K -$639 -7 -0.3%
MIA
716
MainStreet Investment Advisors
Illinois
$206K – – –
RW
717
RVW Wealth
California
$206K +$13.6K +149 +7%
PWMAG
718
Pinnacle Wealth Management Advisory Group
New Jersey
$206K -$61.7K -675 -23%
FHA
719
Flagship Harbor Advisors
Massachusetts
$204K – – –
AT
720
American Trust
Kentucky
$203K -$370K -4,050 -65%
PWP
721
Perfromance Wealth Partners
Illinois
$203K -$14.8K -162 -7%
AA
722
Advisory Alpha
Michigan
$202K -$9.32K -102 -4%
CAI
723
Capital Advisors Inc
Oklahoma
$202K -$18.3K -200 -8%
MWP
724
Madison Wealth Partners
Wisconsin
$200K – – –
CF
725
Centaurus Financial
California
$196K -$13.1K -144 -6%
27 28
29
30 31