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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
$356M
2
FCBT
First Citizens Bank & Trust
North Carolina
$177M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$78.4M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$31.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$144M

Top Sellers

1
TF
TIAA FSB
Florida
$958M
2
Citigroup
Citigroup
New York
$4.39M
3
Truist Financial
Truist Financial
North Carolina
$77.2M
4
Wells Fargo
Wells Fargo
California
$665M
5
AAP
Arax Advisory Partners
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
801
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.92K – – –
BC
802
Burleson & Co
California
$7K -$2.41K -31 -26%
TF
803
TimeScale Financial
Massachusetts
$7K – – –
CFFP
804
Center for Financial Planning
Michigan
$7K +$80 +1 +1%
CWM
805
Castle Wealth Management
Florida
$7K +$7K +90 New
FMB
806
Field & Main Bank
Kentucky
$7K +$7K +90 New
ZIG
807
Zullo Investment Group
Pennsylvania
$6K – – –
DAC
808
Dividend Assets Capital
South Carolina
$5K – – –
LFA
809
Level Financial Advisors
New York
$5K – – –
CWC
810
Carolinas Wealth Consulting
North Carolina
$5K – – –
HFA
811
HC Financial Advisors
California
$5K – – –
LDFR
812
Lehman & Derafelo Financial Resources
Pennsylvania
$5K +$5K +58 New
OLVIG
813
Oliver Lagore Vanvalin Investment Group
Michigan
$4K – – –
BW
814
Bison Wealth
Georgia
$4K +$4K +47 New
AIM
815
Anchor Investment Management
South Carolina
$3.64K – – –
WAM
816
Worth Asset Management
Texas
$3K -$11.9K -166 -80%
AIP
817
Ahrens Investment Partners
Louisiana
$3K – – –
AWM
818
Accel Wealth Management
Iowa
$3K – – –
HWMA
819
Heritage Wealth Management (Arizona)
Arizona
$2.54K – – –
MSFP
820
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
SWM
821
Selective Wealth Management
Virginia
$2K – – –
TA
822
Tectonic Advisors
Texas
$2K – – –
FP
823
Financial Perspectives
Minnesota
$1.51K – – –
TAM
824
Tucker Asset Management
Colorado
$634 -$1.27K -16 -67%
ONST
825
Old North State Trust
North Carolina
$295 +$148 +2 +100%
31 32
33
34 35