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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
Envestnet Asset Management
Illinois
+$177M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$166M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$57.1M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$31.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.5M

Top Sellers

1
TF
TIAA FSB
Florida
-$140M
2
Citigroup
Citigroup
New York
-$30.6M
3
Truist Financial
Truist Financial
North Carolina
-$21.7M
4
Wells Fargo
Wells Fargo
California
-$19.3M
5
AAP
Arax Advisory Partners
Colorado
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
726
RBC Europe
United Kingdom
$50K – – –
GG
727
Gleason Group
Kentucky
$50K +$1.19K +15 +2%
PPWM
728
PFG Private Wealth Management
Florida
$50K +$5.38K +68 +12%
TF
729
Tompkins Financial
New York
$48K – – –
CA
730
Crewe Advisors
Utah
$48K – – –
William Blair Investment Management
731
William Blair Investment Management
Illinois
$48K +$29.1K +368 +153%
CCP
732
Clarkston Capital Partners
Michigan
$46K – – –
GI
733
Gradient Investments
Minnesota
$46K +$26.2K +332 +132%
SC
734
Stephens Consulting
Michigan
$44.9K +$79 +1 +0.2%
TH
735
TCTC Holdings
Texas
$44K – – –
SWA
736
Sutton Wealth Advisors
Florida
$43.4K – – –
ACA
737
Aptus Capital Advisors
Alabama
$43K +$43K +546 New
GWANC
738
Guardian Wealth Advisors (North Carolina)
North Carolina
$43K +$43K +546 New
RBC
739
Roble Belko & Company
Pennsylvania
$42K – – –
EWA
740
EverSource Wealth Advisors
Alabama
$42K +$79 +1 +0.2%
SAM
741
S.A. Mason
Michigan
$41K -$7.17K -90 -15%
MFC
742
Mechanics Financial Corp
Ohio
$41K – – –
BONH
743
Bank of New Hampshire
New Hampshire
$41K – – –
PCG
744
Private Capital Group
Connecticut
$40K -$138K -1,729 -78%
HWM
745
Horizons Wealth Management
North Carolina
$40K +$40K +426 New
GWS
746
Glassman Wealth Services
Virginia
$39K – – –
CMP
747
Coston McIsaac & Partners
Maine
$39K +$39K +486 New
RCM
748
Raleigh Capital Management
North Carolina
$38K +$80 +1 +0.2%
GWSG
749
GPS Wealth Strategies Group
Colorado
$36K – – –
AIC
750
Archer Investment Corporation
Indiana
$36K – – –
28 29
30
31 32