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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 %
RBFC
876
Roman Butler Fullerton & Co
Missouri
– -$240K -2,387 Closed
IAG
877
Investmark Advisory Group
Connecticut
– -$239K -2,385 Closed
RW
878
REDW Wealth
New Mexico
– -$238K -2,370 Closed
MWM
879
Maripau Wealth Management
Indiana
– -$218K -2,350 Closed
KCM
880
Kendall Capital Management
Maryland
– -$236K -2,344 Closed
CAI
881
Capital Advisors Inc
Oklahoma
– -$233K -2,318 Closed
LA
882
Legacy Advisors
Pennsylvania
– -$232K -2,308 Closed
JWCA
883
J.W. Coons Advisors
Ohio
– -$231K -2,306 Closed
MYIA
884
Mount Yale Investment Advisors
Colorado
– -$231K -2,295 Closed
DHFB
885
Dixon Hubard Feinour & Brown
Virginia
– -$230K -2,286 Closed
WJWM
886
Williams Jones Wealth Management
New York
– -$230K -2,286 Closed
EAM
887
Evanson Asset Management
California
– -$229K -2,278 Closed
MCM
888
Monarch Capital Management
Indiana
– -$227K -2,256 Closed
MC
889
Moors & Cabot
Massachusetts
– -$225K -2,236 Closed
PWMG
890
Provence Wealth Management Group
California
– -$224K -2,233 Closed
FFS
891
Founders Financial Securities
Maryland
– -$224K -2,231 Closed
MWP
892
Madison Wealth Partners
Wisconsin
– -$220K -2,189 Closed
CWS
893
Cypress Wealth Services
California
– -$218K -2,170 Closed
AA
894
Advisory Alpha
Michigan
– -$218K -2,169 Closed
BBA
895
Braun-Bostich & Associates
Pennsylvania
– -$217K -2,160 Closed
AT
896
Arden Trust
Delaware
– -$214K -2,136 Closed
BSSFA
897
Baron Silver Stevens Financial Advisors
Florida
– -$214K -2,131 Closed
HFA
898
High Falls Advisors
New York
– -$214K -2,126 Closed
DIP
899
DT Investment Partners
Pennsylvania
– -$213K -2,124 Closed
WF
900
WoodTrust Financial
Wisconsin
– -$213K -2,120 Closed
34 35
36
37 38