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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 %
Westfield Capital Management
901
Westfield Capital Management
Massachusetts
– – -5,581 Closed
HW
902
Hancock Whitney
Mississippi
– – -5,129 Closed
RBFC
903
Roman Butler Fullerton & Co
Missouri
– – -4,930 Closed
FC
904
Financial Consulate
Maryland
– – -4,544 Closed
LCM
905
Leisure Capital Management
California
– – -4,434 Closed
DGI
906
Disciplined Growth Investors
Minnesota
– – -4,198 Closed
HCC
907
Hirtle Callaghan & Co
Pennsylvania
– – -3,888 Closed
LFA
908
LGT Financial Advisors
Texas
– – -3,755 Closed
VWA
909
Visionary Wealth Advisors
Illinois
– – -2,677 Closed
D
910
Diversified
Delaware
– – -2,464 Closed
BL
911
Balentine LLC
Georgia
– – -1,796 Closed
OWA
912
One Wealth Advisors
California
– – -1,778 Closed
CG
913
Cutler Group
California
– – -1,499 Closed
PIMG
914
Patriot Investment Management Group
Tennessee
– – -1,156 Closed
RFA
915
Resurgent Financial Advisors
Georgia
– – -1,084 Closed
FA
916
Fiduciary Alliance
South Carolina
– – -736 Closed
RCM
917
Raleigh Capital Management
North Carolina
– – -480 Closed
WOSD
918
WFA of San Diego
California
– – -459 Closed
RIA
919
Realta Investment Advisors
Delaware
– – -454 Closed
MWM
920
MinichMacGregor Wealth Management
New York
– – -348 Closed
USCWA
921
U.S. Capital Wealth Advisors
Texas
– – -264 Closed
EE
922
EWG Elevate
California
– – -225 Closed
RBC
923
Romano Brothers & Co
Illinois
– – -184 Closed
NSB
924
Norway Savings Bank
Maine
– – -170 Closed
CYG
925
Clean Yield Group
Vermont
– – -147 Closed
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