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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

883 hedge funds and large institutions have $8.95B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 237 increasing their positions, 306 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+76
Holders Change %
+9.42%
% of All Funds
14.25%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.52%
New
138
Increased
237
Reduced
306
Closed
48
Calls
$7.32M
Puts
$1.85M
Net Calls
+$5.48M
Net Calls Change
+$2.75M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$46.5M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$40.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$29.2M
4
CAM
Congress Asset Management
Massachusetts
+$21.8M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
+$21.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$108M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$92.5M
3
Morgan Stanley
Morgan Stanley
New York
-$81.2M
4
TF
TIAA FSB
Florida
-$30.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
726
Hazlett, Burt & Watson
West Virginia
$128K – – –
CG
727
Cutler Group
California
$125K -$16.8K -202 -12%
PLU
728
Performa Ltd (US)
South Carolina
$121K +$585 +7 +0.5%
SWA
729
SOA Wealth Advisors
New York
$117K +$251 +3 +0.2%
VCM
730
Vigilant Capital Management
Maine
$117K – – –
SIS
731
Sound Income Strategies
Florida
$117K -$14K -168 -11%
CWP
732
Concord Wealth Partners
Virginia
$114K +$114K +1,361 New
EK
733
Evensky & Katz
Florida
$113K +$585 +7 +0.5%
BBHC
734
Brown Brothers Harriman & Co
New York
$109K – – –
IF
735
Integrity Financial
Wyoming
$106K -$750K -8,967 -88%
PIMG
736
Patriot Investment Management Group
Tennessee
$105K +$105K +1,156 New
IBOK
737
Independence Bank of Kentucky
Kentucky
$102K -$29.6K -356 -23%
BTI
738
Blue Trust Inc
Georgia
$102K +$31.2K +400 +44%
GI
739
Gradient Investments
Minnesota
$101K +$43.5K +520 +75%
GBT
740
Grove Bank & Trust
Florida
$100K +$100K +1,200 New
MIA
741
Milestone Investment Advisors
Wisconsin
$96.8K +$96.8K +1,158 New
BWL
742
Bogart Wealth LLC
Virginia
$96.7K – – –
TFP
743
Tilia Fiduciary Partners
North Carolina
$96.1K – – –
MA
744
Montag & Associates
Georgia
$95.5K +$6.19K +74 +7%
CBT
745
CoreFirst Bank & Trust
Kansas
$91.6K – – –
EWA
746
EverSource Wealth Advisors
Alabama
$91.5K +$44K +526 +92%
RFA
747
Resurgent Financial Advisors
Georgia
$90.6K +$90.6K +1,084 New
RG
748
Retirement Group
California
$89K +$86.8K +1,034 +3,977%
AssetMark Inc
749
AssetMark Inc
California
$87.5K +$5.52K +66 +7%
TC
750
Trust Company
Kansas
$85K -$16.7K -200 -16%
28 29
30
31 32