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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

912 hedge funds and large institutions have $9.81B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 303 reducing their positions, and 35 closing their positions.

Holders
912
Holders Change
+34
Holders Change %
+3.87%
% of All Funds
14.38%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.62%
New
75
Increased
264
Reduced
303
Closed
35
Calls
$8.82M
Puts
$3.08M
Net Calls
+$5.74M
Net Calls Change
+$561K

Top Buyers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$236M
2
Ameriprise
2
Ameriprise
Minnesota
$239M
3
SRA
3
Summit Rock Advisors
New York
$52.4M
4
Barclays
4
Barclays
United Kingdom
$40M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$333M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16M
2
Wells Fargo
2
Wells Fargo
California
$587M
3
AFIMH
3
American Family Insurance Mutual Holding
Wisconsin
$72.2M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
801
North Star Investment Management
Illinois
$66.7K – – –
HR
802
Howe & Rusling
New York
$66.4K -$16K -166 -19%
PB
803
Pinnacle Bancorp
Nebraska
$66K – – –
GI
804
Gradient Investments
Minnesota
$65.4K +$1.84K +19 +3%
SFC
805
SYM Financial Corp
Indiana
$65.2K +$97 +1 +0.1%
FFA
806
Farther Finance Advisors
California
$63.7K – – –
HDIM
807
Hanson & Doremus Investment Management
Vermont
$61K – – –
GG
808
Gleason Group
Kentucky
$60K – – –
CIA
809
Cape Investment Advisory
Georgia
$57.9K +$10.1K +105 +21%
CCP
810
Clarkston Capital Partners
Michigan
$56.7K – – –
LFA
811
Level Financial Advisors
New York
$55.6K +$49.1K +508 +758%
SC
812
Stephens Consulting
Michigan
$55.2K – – –
AIC
813
Archer Investment Corporation
Indiana
$55.2K +$2.9K +30 +6%
EWP
814
Elevation Wealth Partners
California
$55K – – –
RIA
815
Realta Investment Advisors
Delaware
$54.3K +$54.3K +562 New
TH
816
TCTC Holdings
Texas
$53.1K – – –
GWANC
817
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.8K – – –
PIAS
818
PCA Investment Advisory Services
Ohio
$52.6K +$52.6K +543 New
ADL
819
Asset Dedication LLC
California
$52K -$25.7K -265 -33%
BONH
820
Bank of New Hampshire
New Hampshire
$49.5K – – –
GWS
821
Glassman Wealth Services
Virginia
$47.7K – – –
FGAM
822
Financial Gravity Asset Management
Texas
$47.6K +$2.94K +6 +7%
SAM
823
S.A. Mason
Michigan
$46.9K – – –
CMP
824
Coston McIsaac & Partners
Maine
$46K – – –
HPIA
825
Hamilton Point Investment Advisors
North Carolina
$45.6K – – –
31 32
33
34 35