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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 %
DW
851
Domani Wealth
Pennsylvania
– -$312K -3,105 Closed
CCMG
852
Clark Capital Management Group
Pennsylvania
– -$310K -3,087 Closed
PWMAG
853
Pinnacle Wealth Management Advisory Group
New Jersey
– -$302K -3,004 Closed
MIA
854
MainStreet Investment Advisors
Illinois
– -$300K -2,990 Closed
WS
855
Wedbush Securities
California
– -$297K -2,956 Closed
IF
856
Intrua Financial
Texas
– -$296K -2,943 Closed
TGAM
857
TBH Global Asset Management
Tennessee
– -$295K -2,936 Closed
MFG
858
Merit Financial Group
Georgia
– -$285K -2,835 Closed
STA
859
Summit Trail Advisors
New York
– -$284K -2,822 Closed
FHA
860
Flagship Harbor Advisors
Massachusetts
– -$263K -2,622 Closed
VF
861
Vista Finance
Missouri
– -$262K -2,612 Closed
WAL
862
W Advisors LLC
Tennessee
– -$261K -2,590 Closed
SCM
863
SOL Capital Management
Maryland
– -$255K -2,534 Closed
FLA
864
Financial Life Advisors
Texas
– -$253K -2,514 Closed
YIA
865
YHB Investment Advisors
Connecticut
– -$252K -2,508 Closed
HNWA
866
Henrickson Nauta Wealth Advisors
Michigan
– -$251K -2,500 Closed
SSWM
867
Sheets Smith Wealth Management
North Carolina
– -$251K -2,500 Closed
RWA
868
Redhawk Wealth Advisors
Minnesota
– -$247K -2,459 Closed
IWS
869
Insight Wealth Strategies
California
– -$246K -2,451 Closed
WFA
870
Websterrogers Financial Advisors
South Carolina
– -$248K -2,450 Closed
OC
871
Oarsman Capital
Wisconsin
– -$244K -2,424 Closed
PCA
872
Personal Capital Advisors
California
– -$242K -2,406 Closed
PTB
873
Pioneer Trust Bank
Oregon
– -$241K -2,400 Closed
KWS
874
Keystone Wealth Services
California
– -$241K -2,394 Closed
CAM
875
Cozad Asset Management
Illinois
– -$240K -2,388 Closed
33 34
35
36 37