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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 %
KM
751
Kalos Management
Georgia
$84.4K +$84.4K +1,009 New
POIA
752
Pin Oak Investment Advisors
Texas
$84K – – –
BFO
753
Biltmore Family Office
North Carolina
$83.6K – – –
EWM
754
Evermay Wealth Management
Virginia
$83.6K – – –
ACA
755
Aptus Capital Advisors
Alabama
$83.6K – – –
Barclays
756
Barclays
United Kingdom
$77K – – –
MPCG
757
Matrix Private Capital Group
New York
$75.2K – – –
HR
758
Howe & Rusling
New York
$74.3K +$13.5K +162 +22%
BFEC
759
Benjamin F. Edwards & Company
Missouri
$73K +$3K +36 +4%
PA
760
PSI Advisors
Florida
$69.5K +$251 +3 +0.4%
JGIA
761
Jackson Grant Investment Advisers
Connecticut
$69.3K +$167 +2 +0.2%
TF
762
Tompkins Financial
New York
$67K +$16.8K +200 +33%
CTA
763
Colonial Trust Advisors
South Carolina
$66.9K – – –
SN
764
Sittner & Nelson
Oregon
$66.9K – – –
NIC
765
Northwest Investment Counselors
Oregon
$66.2K – – –
ADL
766
Asset Dedication LLC
California
$66K – – –
1832 Asset Management
767
1832 Asset Management
Ontario, Canada
$64.2K +$64.2K +768 New
WB
768
Webster Bank
Connecticut
$63K – – –
FA
769
Fiduciary Alliance
South Carolina
$61.5K +$61.5K +736 New
First Manhattan
770
First Manhattan
New York
$60.4K – – –
HWMA
771
Heritage Wealth Management (Arizona)
Arizona
$60.2K -$258K -3,081 -81%
DMKJ
772
David M. Knott Jr
$58K – – –
NSIM
773
North Star Investment Management
Illinois
$57.7K – – –
PB
774
Pinnacle Bancorp
Nebraska
$57K – – –
SFC
775
SYM Financial Corp
Indiana
$56.3K +$251 +3 +0.4%
29 30
31
32 33