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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

912 hedge funds and large institutions have $9.81B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 303 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+34
Holders Change %
+3.87%
% of All Funds
14.38%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.62%
New
75
Increased
264
Reduced
303
Closed
35
Calls
$8.82M
Puts
$3.08M
Net Calls
+$5.74M
Net Calls Change
+$561K

Top Buyers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$236M
2
Ameriprise
2
Ameriprise
Minnesota
$239M
3
SRA
3
Summit Rock Advisors
New York
$52.4M
4
Barclays
4
Barclays
United Kingdom
$40M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$333M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16M
2
Wells Fargo
2
Wells Fargo
California
$587M
3
AFIMH
3
American Family Insurance Mutual Holding
Wisconsin
$72.2M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WFM
926
Wolff Financial Management
Michigan
– -$631K -6,934 Closed
TI
927
Trexquant Investment
Connecticut
– -$617K -6,781 Closed
SIA
928
Soltis Investment Advisors
Utah
– -$570K -6,265 Closed
SW
929
Solidarity Wealth
Utah
– -$387K -4,255 Closed
FMN
930
Financial Management Network
California
– -$274K -3,040 Closed
DWT
931
Dorsey & Whitney Trust
South Dakota
– -$269K -2,950 Closed
ACI
932
Alpha Cubed Investments
California
– -$246K -2,706 Closed
HNWA
933
Henrickson Nauta Wealth Advisors
Michigan
– -$228K -2,500 Closed
MWAM
934
Manhattan West Asset Management
California
– -$222K -2,441 Closed
DI
935
DAGCO Inc
Ohio
– -$220K -2,421 Closed
1WM
936
1900 Wealth Management
Texas
– -$215K -2,365 Closed
C
937
Certuity
Florida
– -$211K -2,315 Closed
TCWA
938
Ten Capital Wealth Advisors
Washington
– -$148K -1,627 Closed
First Manhattan
939
First Manhattan
New York
– -$65.8K -723 Closed
CA
940
Crewe Advisors
Utah
– -$55.4K -608 Closed
EI
941
Ellevest Inc
New York
– -$38.2K -420 Closed
AWM
942
Accel Wealth Management
Iowa
– -$37.2K -409 Closed
TWA
943
TCI Wealth Advisors
Arizona
– -$15.5K -170 Closed
LFG
944
Larson Financial Group
Missouri
– -$15.2K -167 Closed
AIM
945
Anchor Investment Management
South Carolina
– -$4.19K -46 Closed
ATC
946
Adirondack Trust Company
New York
– -$3.82K -42 Closed
BWM
947
BerganKDV Wealth Management
Minnesota
– -$2.19K -24 Closed
SSC
948
Syverson Strege & Co
Iowa
– -$2K -22 Closed
HI
949
Horizon Investments
North Carolina
– -$910 -10 Closed
34 35 36 37
38