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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.

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
1
Bishop & Co Investment Management
Pennsylvania
$236M
2
Ameriprise
2
Ameriprise
Minnesota
$239M
3
SRA
3
Summit Rock Advisors
New York
$52.4M
4
Barclays
4
Barclays
United Kingdom
$40M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$333M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16M
2
Wells Fargo
2
Wells Fargo
California
$587M
3
AFIMH
3
American Family Insurance Mutual Holding
Wisconsin
$72.2M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
51
One Capital Management
California
$24.8M +$1.15M +11,856 +5%
AI
52
Accredited Investors
Minnesota
$24.3M -$752K -7,783 -3%
TI
53
Truepoint Inc
Ohio
$24M -$384K -3,973 -2%
HighTower Advisors
54
HighTower Advisors
Illinois
$23.7M +$393K +4,061 +2%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$23.3M -$1.19M -12,294 -5%
APP
56
Avantax Planning Partners
Iowa
$23.1M +$1.2M +12,436 +5%
MML Investors Services
57
MML Investors Services
Massachusetts
$22.6M +$2.71M +28,055 +14%
FMWA
58
Forvis Mazars Wealth Advisors
Missouri
$22.2M -$1.29M -13,370 -6%
KeyBank National Association
59
KeyBank National Association
Ohio
$20.6M -$457K -4,730 -2%
BPWM
60
Badgley Phelps Wealth Managers
Washington
$19.4M +$168K +1,737 +0.9%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$19.3M -$193K -1,998 -1%
BlackRock
62
BlackRock
New York
$19.3M +$16.9M +175,354 +724%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$19.2M -$147K -1,517 -0.8%
TAIM
64
TD Ameritrade Investment Management
Nebraska
$18.5M -$4.11M -42,554 -18%
FWP
65
Falcon Wealth Planning
California
$17.9M +$967K +10,012 +6%
IIC
66
Integrated Investment Consultants
Michigan
$17.3M -$4.69M -48,552 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
67
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.1M – – –
KAS
68
Kestra Advisory Services
Texas
$16.6M -$444K -4,593 -3%
CAM
69
Congress Asset Management
Massachusetts
$16.4M -$3.98M -41,223 -20%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$16.2M -$775K -8,024 -5%
Wellington Management Group
71
Wellington Management Group
Massachusetts
$16M -$89.3M -924,064 -85%
GG
72
GenWealth Group
New Jersey
$15.5M +$240K +2,482 +2%
SMF
73
Sterling Manor Financial
New York
$15.2M +$15.2M +157,175 New
BC
74
Bartlett & Co
Ohio
$15.1M -$437K -4,521 -3%
BCWM
75
Bartlett & Co Wealth Management
Ohio
$15.1M -$437K -4,521 -3%
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