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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

895 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 263 increasing their positions, 334 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
-46
Holders Change %
-4.89%
% of All Funds
14.16%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.52%
New
77
Increased
263
Reduced
334
Closed
109
Calls
$7.16M
Puts
$71.7M
Net Calls
-$64.5M
Net Calls Change
+$73.6M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$132M
2
Jane Street
Jane Street
New York
$46.7M
3
AAP
Arax Advisory Partners
Colorado
$18.6M
4
OMC
Old Mission Capital
Illinois
$18M
5
ZB
Zions Bancorporation
Utah
$79.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$76.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$27M
3
Bank of America
Bank of America
North Carolina
$716M
4
Citigroup
Citigroup
New York
$44.3M
5
EB
Eastern Bank
Massachusetts
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
876
HC Financial Advisors
California
$7K – – –
CWC
877
Carolinas Wealth Consulting
North Carolina
$7K – – –
ZIG
878
Zullo Investment Group
Pennsylvania
$7K +$1K +10 +17%
DAC
879
Dividend Assets Capital
South Carolina
$7K +$7K +68 New
CAM
880
Costello Asset Management
Pennsylvania
$6K – – –
LF
881
Lee Financial
Texas
$5K – – –
OLVIG
882
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$5K +51 New
T
883
TCWP
Ohio
$5K +$5K +52 New
AIM
884
Anchor Investment Management
South Carolina
$4.62K – – –
AIP
885
Ahrens Investment Partners
Louisiana
$4K – – –
TA
886
Tectonic Advisors
Texas
$3K -$36.2K -374 -92%
AWM
887
Accel Wealth Management
Iowa
$3K – – –
MSFP
888
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
HWMA
889
Heritage Wealth Management (Arizona)
Arizona
$3K +$3K +32 New
TAM
890
Tucker Asset Management
Colorado
$2.41K +$1.01K +10 +71%
SWM
891
Selective Wealth Management
Virginia
$2K – – –
CI
892
Cordant Inc
Oregon
$2K – – –
MHR
893
Matthew Hamilton Rosenberg
$2K – – –
FP
894
Financial Perspectives
Minnesota
$1.91K +$1.91K +19 New
FGAM
895
Financial Gravity Asset Management
Texas
$304 -$42 -14 -12%
ONST
896
Old North State Trust
North Carolina
$211 -$221K -2,096 -100%
EF
897
Empowered Funds
Pennsylvania
– -$26.4M -228,900 Closed
CM
898
Churchill Management
California
– -$15.7M -136,150 Closed
BDF
899
Balasa Dinverno & Foltz
– -$14.1M -101,233 Closed
Nuveen Asset Management
900
Nuveen Asset Management
Illinois
– -$9.39M -85,000 Closed
34 35
36
37 38