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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

878 hedge funds and large institutions have $8.68B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 238 increasing their positions, 330 reducing their positions, and 56 closing their positions.

Holders
878
Holders Change
-5
Holders Change %
-0.57%
% of All Funds
14.06%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
73
Increased
238
Reduced
330
Closed
56
Calls
$6.47M
Puts
$1.3M
Net Calls
+$5.18M
Net Calls Change
-$297K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$950M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$99.2M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$27.2M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$178M
5
ZB
5
Zions Bancorporation
Utah
$83.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$82M
3
Bank of America
3
Bank of America
North Carolina
$561M
4
AFIMH
4
American Family Insurance Mutual Holding
Wisconsin
$104M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
876
Horizon Investments
North Carolina
$910 10 +10 New
MFC
877
Morris Financial Concepts
South Carolina
$728 8 – –
TAM
878
Tucker Asset Management
Colorado
$728 8 – –
IGWM
879
ICA Group Wealth Management
Colorado
$463 5 – –
FGAM
880
Financial Gravity Asset Management
Texas
$275 91 +7 +8%
FAM
881
Fred Alger Management
New York
– – -100,605 Closed
ACM
882
Anfield Capital Management
California
– – -80,559 Closed
OAM
883
Oppenheimer Asset Management
New York
– – -36,559 Closed
Macquarie Group
884
Macquarie Group
Australia
– – -32,110 Closed
AI
885
Atria Investments
North Carolina
– – -23,222 Closed
SFWC
886
Strategic Family Wealth Counselors
New Jersey
– – -17,917 Closed
FFG
887
Ford Financial Group
California
– – -15,890 Closed
Legal & General Group
888
Legal & General Group
United Kingdom
– – -15,000 Closed
Marshall Wace
889
Marshall Wace
United Kingdom
– – -14,400 Closed
SG
890
StoneX Group
New York
– – -13,624 Closed
BBP
891
Banco BTG Pactual
Brazil
– – -12,593 Closed
Renaissance Technologies
892
Renaissance Technologies
New York
– – -12,500 Closed
MCC
893
Money Concepts Capital
Florida
– – -12,329 Closed
NIP
894
Nicholas Investment Partners
California
– – -11,979 Closed
CI
895
CX Institutional
Indiana
– – -10,907 Closed
EG
896
Ellerson Group
Maryland
– – -10,571 Closed
NCM
897
NCM Capital Management
New Jersey
– – -8,540 Closed
PA
898
Paragon Advisors
Texas
– – -7,054 Closed
WIM
899
WealthPlan Investment Management
Nebraska
– – -6,601 Closed
PWMG
900
Provence Wealth Management Group
California
– – -6,496 Closed
34 35
36
37 38