IWP icon

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 %
EBSAM
901
Eubel Brady & Suttman Asset Management
Ohio
– -$213K -2,120 Closed
MPM
902
Meritage Portfolio Management
Kansas
– -$213K -2,120 Closed
CPSAC
903
Chas P. Smith & Associates (CPS)
Florida
– -$212K -2,109 Closed
GLA
904
Great Lakes Advisors
Illinois
– -$212K -2,106 Closed
PP
905
PDS Planning
Ohio
– -$210K -2,085 Closed
CCA
906
Clearwater Capital Advisors
Illinois
– -$208K -2,066 Closed
WP
907
WealthSource Partners
California
– -$207K -2,063 Closed
AFWM
908
AMJ Financial Wealth Management
Virginia
– -$207K -2,059 Closed
ECM
909
Evergreen Capital Management
Washington
– -$204K -2,030 Closed
GIM
910
Goelzer Investment Management
Indiana
– -$204K -2,025 Closed
WI
911
WrapManager Inc
California
– -$204K -2,025 Closed
BCM
912
Buckhead Capital Management
Georgia
– -$203K -2,021 Closed
WIC
913
Woodmont Investment Counsel
Tennessee
– -$203K -2,019 Closed
PP
914
Pegasus Partners
Wisconsin
– -$201K -2,000 Closed
HPWA
915
Hall Private Wealth Advisors
North Carolina
– -$201K -2,000 Closed
WPWM
916
Western Pacific Wealth Management
Illinois
– -$201K -2,000 Closed
GCMG
917
Gyroscope Capital Management Group
Florida
– -$201K -1,997 Closed
PO
918
Private Ocean
California
– -$166K -1,652 Closed
DWP
919
Destiny Wealth Partners
Florida
– -$126K -1,258 Closed
ARIS
920
Advanced Research Investment Solutions
California
– -$110K -1,090 Closed
LAS
921
Lloyd Advisory Services
Georgia
– -$96K -956 Closed
QC
922
Quent Capital
New York
– -$94K -932 Closed
ADL
923
Asset Dedication LLC
California
– -$89K -888 Closed
WWM
924
Wagner Wealth Management
South Carolina
– -$78K -772 Closed
1832 Asset Management
925
1832 Asset Management
Ontario, Canada
– -$77K -768 Closed
34 35 36
37
38