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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

824 hedge funds and large institutions have $8.29B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 269 increasing their positions, 296 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
-71
Holders Change %
-7.93%
% of All Funds
13.93%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.46%
New
53
Increased
269
Reduced
296
Closed
112
Calls
$5.72M
Puts
$27.6M
Net Calls
-$21.9M
Net Calls Change
+$42.6M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$356M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$177M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$78.4M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$31.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$144M

Top Sellers

1
TF
1
TIAA FSB
Florida
$958M
2
Citigroup
2
Citigroup
New York
$4.39M
3
Truist Financial
3
Truist Financial
North Carolina
$77.2M
4
Wells Fargo
4
Wells Fargo
California
$665M
5
AAP
5
Arax Advisory Partners
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
51
RTD Financial Advisors
Pennsylvania
$21.4M +$1.94M +24,453 +10%
AWM
52
AE Wealth Management
Kansas
$21.3M -$1.98M -25,044 -9%
GW
53
GW & Wade
Massachusetts
$21.3M -$1.39M -17,546 -6%
TWM
54
Tolleson Wealth Management
Texas
$21.1M +$9.87M +124,651 +88%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$20.7M +$12.2M +154,622 +145%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$20.7M -$816K -10,297 -4%
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$20.2M -$839K -10,586 -4%
HighTower Advisors
58
HighTower Advisors
Illinois
$19M +$380K +4,799 +2%
IIC
59
Integrated Investment Consultants
Michigan
$18.8M -$199K -2,507 -1%
KAS
60
Kestra Advisory Services
Texas
$18.2M +$3.84M +48,445 +27%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$18M -$863K -10,897 -5%
BCIM
62
Bishop & Co Investment Management
Pennsylvania
$17.8M -$197K -2,488 -1%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$17M +$772K +9,742 +5%
HFS
64
Hantz Financial Services
Michigan
$16.7M -$25.9K -327 -0.2%
CFB
65
Cullen/Frost Bankers
Texas
$16.6M +$5.8M +73,221 +54%
FC
66
Forte Capital
New York
$15.8M +$5.45M +68,743 +53%
OCM
67
One Capital Management
California
$15.8M +$1.32M +16,651 +9%
BPWM
68
Badgley Phelps Wealth Managers
Washington
$15.2M -$271K -3,425 -2%
MML Investors Services
69
MML Investors Services
Massachusetts
$15.1M +$698K +8,813 +5%
CA
70
Cetera Advisors
Colorado
$14.8M +$83.9K +1,059 +0.6%
JFGIW
71
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.1M +$12.5M +157,318 +768%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$12.8M -$972K -12,273 -7%
UB
73
UMB Bank
Missouri
$12.6M -$527K -6,652 -4%
BCWM
74
Bartlett & Co Wealth Management
Ohio
$12.5M +$489K +6,178 +4%
BC
75
Bartlett & Co
Ohio
$12.5M +$489K +6,178 +4%
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3
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