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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.

Holders
878
Holders Change
-5
Holders Change %
-0.57%
% of All Funds
14.06%
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 Market Value Shares Shares
Change 		Shares
Change %
TI
51
Truepoint Inc
Ohio
$23M 252,675 -3,962 -2%
OCM
52
One Capital Management
California
$22.3M 244,820 +18,015 +8%
FMWA
53
Forvis Mazars Wealth Advisors
Missouri
$22.1M 242,684 -7,028 -3%
HighTower Advisors
54
HighTower Advisors
Illinois
$21.9M 241,003 -34,062 -12%
BCIM
55
Bishop & Co Investment Management
Pennsylvania
$21.7M 237,908 +2,494 +1%
TAIM
56
TD Ameritrade Investment Management
Nebraska
$21.3M 234,443 -61,952 -21%
IIC
57
Integrated Investment Consultants
Michigan
$20.7M 227,171 -3,276 -1%
APP
58
Avantax Planning Partners
Iowa
$20.7M 227,069 +11,353 +5%
KeyBank National Association
59
KeyBank National Association
Ohio
$19.8M 217,403 -2,810 -1%
EC
60
Estate Counselors
Wisconsin
$19.8M 217,335 +124,475 +134%
CAM
61
Congress Asset Management
Massachusetts
$19.2M 210,547 -294,033 -58%
MML Investors Services
62
MML Investors Services
Massachusetts
$18.7M 205,767 -12,227 -6%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$18.4M 201,928 +18,183 +10%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$18.3M 200,635 -2,598 -1%
BPWM
65
Badgley Phelps Wealth Managers
Washington
$18.1M 198,773 +2,971 +2%
JPMPWA
66
J.P. Morgan Private Wealth Advisors
California
$17.8M 195,136 -15,820 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
67
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.1M 177,000 -100,000 -36%
KAS
68
Kestra Advisory Services
Texas
$16M 175,931 -58,855 -25%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$16M 175,493 +1,646 +0.9%
FWP
70
Falcon Wealth Planning
California
$16M 175,341 +14,358 +9%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$15.3M 723,142 -24,885 -3%
PAG
72
Private Advisor Group
New Jersey
$15.3M 167,506 -14,789 -8%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$14.9M 163,189 +25,385 +18%
BC
74
Bartlett & Co
Ohio
$14.7M 161,065 +7,142 +5%
BCWM
75
Bartlett & Co Wealth Management
Ohio
$14.7M 161,065 +7,142 +5%
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