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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 %
M
926
MOTCO
Texas
– – -110 Closed
CASC
927
Coppell Advisory Solutions Corp
Texas
– – -88 Closed
CAS
928
Coppell Advisory Solutions
Texas
– – -88 Closed
CFFP
929
Center for Financial Planning
Michigan
– – -87 Closed
TWA
930
Tandem Wealth Advisors
Arizona
– – -71 Closed
RFS
931
Retirement Financial Solutions
Tennessee
– – -30 Closed
WWP
932
WR Wealth Planners
Missouri
– – -21 Closed
CA
933
Corrado Advisors
New Jersey
– – -14 Closed
PFA
934
Pathway Financial Advisers
Indiana
– – -13 Closed
HH
935
HWG Holdings
Texas
– – -2 Closed
SSG
936
Summit Securities Group
New York
– – -1 Closed
WWM
937
Wagner Wealth Management
South Carolina
– – – –
34 35 36 37
38