IWP icon

iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

913 hedge funds and large institutions have $9.24B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 52 closing their positions.

Holders
913
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.56%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.56%
New
65
Increased
255
Reduced
294
Closed
52
Calls
$8.88M
Puts
$73K
Net Calls
+$8.81M
Net Calls Change
+$3.07M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$92.3M
2
Bank of America
2
Bank of America
North Carolina
$616M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$48M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$133M
5
Comerica Bank
5
Comerica Bank
Texas
$24.1M

Top Sellers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$234K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$198M
3
Barclays
3
Barclays
United Kingdom
$84K
4
SF
4
Synovus Financial
Georgia
$99.8M
5
Wells Fargo
5
Wells Fargo
California
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
901
Versant Capital Management
Arizona
$3.84K – – –
HCP
902
Hexagon Capital Partners
Arkansas
$3.29K – – –
TLCM
903
Twin Lakes Capital Management
California
$3.02K +$3.02K +33 New
NMG
904
New Millennium Group
Utah
$2.99K -$543 -6 -15%
PSB
905
Piscataqua Savings Bank
New Hampshire
$2.74K +$2.74K +30 New
MSFP
906
Mark Sheptoff Financial Planning
Connecticut
$2.56K – – –
HWM
907
HighMark Wealth Management
Minnesota
$2.28K +$2.28K +25 New
CB
908
CNB Bank
Pennsylvania
$2.19K +$2.19K +24 New
TVWM
909
Tower View Wealth Management
Wisconsin
$2K – – –
TRCT
910
Tower Research Capital (TRC)
New York
$1.92K +$1.92K +21 New
PIP
911
Peachtree Investment Partners
Florida
$1.74K +$1.74K +19 New
CB
912
Centennial Bank
Arkansas
$1.64K – – –
Legacy Financial Group (Iowa)
913
Legacy Financial Group (Iowa)
Iowa
$1.55K +$1.55K +17 New
MFC
914
Morris Financial Concepts
South Carolina
$731 – – –
M
915
MOTCO
Texas
$548 – – –
FGAM
916
Financial Gravity Asset Management
Texas
$278 -$8.71K -94 -97%
TAIM
917
TD Ameritrade Investment Management
Nebraska
– -$18.5M -191,889 Closed
BA
918
Bellwether Advisors
Nebraska
– -$12.5M -129,864 Closed
RCM
919
RNC Capital Management
California
– -$5.22M -54,012 Closed
MPPLM
920
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$3.04M -31,437 Closed
YIH
921
Y-Intercept (HK)
Hong Kong
– -$2.27M -23,490 Closed
AGM
922
Alpine Global Management
New York
– -$1.99M -20,596 Closed
TWP
923
Tempus Wealth Planning
California
– -$1.94M -20,098 Closed
V
924
Veritable
Delaware
– -$1.87M -19,386 Closed
SI
925
Saxon Interests
Texas
– -$1.63M -16,903 Closed
35 36
37
38 39