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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
$658M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
$85.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$67.2M
4
CAM
Congress Asset Management
Massachusetts
$42.2M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$581M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$582K
3
Morgan Stanley
Morgan Stanley
New York
$714M
4
TF
TIAA FSB
Florida
$976M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
851
Caldwell Sutter Capital
California
$8.53K +$8.53K +102 New
FDCDDQ
852
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.36K – – –
IRC
853
Investors Research Corp
Georgia
$8.19K – – –
HS
854
Horan Securities
United States
$8.04K -$1.01K -12 -11%
MTIC
855
Missouri Trust & Investment Company
Missouri
$8K – – –
CSB
856
City State Bank
Iowa
$8K – – –
FMB
857
Field & Main Bank
Kentucky
$7.52K – – –
TF
858
TimeScale Financial
Massachusetts
$7.37K – – –
CAS
859
Coppell Advisory Solutions
Texas
$7.36K +$7.36K +88 New
CASC
860
Coppell Advisory Solutions Corp
Texas
$7.36K +$7.36K +88 New
CFFP
861
Center for Financial Planning
Michigan
$7.27K – – –
NMG
862
New Millennium Group
Utah
$6.33K -$4.58K -55 -42%
DAC
863
Dividend Assets Capital
South Carolina
$6K – – –
PPWM
864
PFG Private Wealth Management
Florida
$6K – – –
LFA
865
Level Financial Advisors
New York
$6K – – –
TWA
866
Tandem Wealth Advisors
Arizona
$5.92K +$5.92K +71 New
CWC
867
Carolinas Wealth Consulting
North Carolina
$5.69K – – –
AIM
868
Anchor Investment Management
South Carolina
$3.85K – – –
WAM
869
Worth Asset Management
Texas
$3.51K – – –
VCM
870
Versant Capital Management
Arizona
$3.51K +$3.51K +42 New
HCP
871
Hexagon Capital Partners
Arkansas
$3.01K -$24.1K -288 -89%
EWM
872
Endurance Wealth Management
Rhode Island
$3K +$3K +31 New
RFS
873
Retirement Financial Solutions
Tennessee
$2.51K +$2.51K +30 New
MSFP
874
Mark Sheptoff Financial Planning
Connecticut
$2.34K – – –
TVWM
875
Tower View Wealth Management
Wisconsin
$2K -$1.33K -12 -40%
33 34
35
36 37