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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.

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
1
Wellington Management Group
Massachusetts
$92.3M
2
Bank of America
2
Bank of America
North Carolina
$616M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$48M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$133M
5
Comerica Bank
5
Comerica Bank
Texas
$24.1M

Top Sellers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$234K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$198M
3
Barclays
3
Barclays
United Kingdom
$84K
4
SF
4
Synovus Financial
Georgia
$99.8M
5
Wells Fargo
5
Wells Fargo
California
$528M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
51
One Capital Management
California
$24.3M 266,036 +9,360 +4%
Comerica Bank
52
Comerica Bank
Texas
$24.1M 264,131 +264,131 New
CAM
53
Congress Asset Management
Massachusetts
$24M 262,697 +93,373 +55%
TI
54
Truepoint Inc
Ohio
$22.5M 246,457 -2,245 -0.9%
APP
55
Avantax Planning Partners
Iowa
$22.5M 245,893 +6,388 +3%
AI
56
Accredited Investors
Minnesota
$22.5M 245,888 -5,196 -2%
MML Investors Services
57
MML Investors Services
Massachusetts
$22.1M 242,183 +8,361 +4%
AWM
58
AE Wealth Management
Kansas
$21.8M 239,136 -83,365 -26%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$21.5M 235,738 -5,111 -2%
PCP
60
Proficio Capital Partners
Massachusetts
$20.8M 227,836 +227,836 New
FMWA
61
Forvis Mazars Wealth Advisors
Missouri
$19.7M 215,663 -13,651 -6%
KeyBank National Association
62
KeyBank National Association
Ohio
$19.3M 210,840 -1,833 -0.9%
BPWM
63
Badgley Phelps Wealth Managers
Washington
$18.7M 205,098 +4,588 +2%
BlackRock
64
BlackRock
New York
$18.2M 199,405 -163 -0.1%
FWP
65
Falcon Wealth Planning
California
$17.9M 195,941 +10,588 +6%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$17.8M 195,319 -3,799 -2%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$17.7M 194,284 -5,646 -3%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$16.8M 184,076 +74,243 +68%
IIC
69
Integrated Investment Consultants
Michigan
$16.3M 178,961 +342 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.2M 177,000 – –
CAN
71
Cetera Advisor Networks
California
$15.3M 167,754 +56,010 +50%
SMF
72
Sterling Manor Financial
New York
$15.1M 165,469 +8,294 +5%
SPIA
73
Steward Partners Investment Advisory
New York
$14.9M 163,078 +13,510 +9%
BCWM
74
Bartlett & Co Wealth Management
Ohio
$14.7M 160,136 +3,592 +2%
BC
75
Bartlett & Co
Ohio
$14.7M 160,136 +3,592 +2%
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3
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