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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

883 hedge funds and large institutions have $8.95B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 237 increasing their positions, 306 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+76
Holders Change %
+9.42%
% of All Funds
14.25%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.52%
New
138
Increased
237
Reduced
306
Closed
48
Calls
$7.32M
Puts
$1.85M
Net Calls
+$5.48M
Net Calls Change
+$2.75M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$658M
2
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$85.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$67.2M
4
CAM
4
Congress Asset Management
Massachusetts
$42.2M
5
JFGIW
5
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$581M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$582K
3
Morgan Stanley
3
Morgan Stanley
New York
$714M
4
TF
4
TIAA FSB
Florida
$976M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
76
Falcon Wealth Planning
California
$13.5M +$1.27M +15,224 +10%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$13.2M +$1.48M +17,704 +13%
GG
78
GenWealth Group
New Jersey
$13.1M +$13.1M +157,030 New
CA
79
Cetera Advisors
Colorado
$13M -$1.59M -19,060 -11%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$12.9M -$304K -3,641 -2%
BC
81
Bartlett & Co
Ohio
$12.9M -$304K -3,641 -2%
LFWA
82
LBJ Family Wealth Advisors
Texas
$12.9M -$2.83M -33,891 -18%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$12.4M -$216K -2,396 -2%
Comerica Bank
84
Comerica Bank
Texas
$12.3M +$155K +1,752 +1%
CWM
85
Congress Wealth Management
Massachusetts
$11.9M +$10.1M +121,232 +590%
BF
86
BOK Financial
Oklahoma
$11.5M -$73.7K -882 -0.6%
AWM
87
Avior Wealth Management
Nebraska
$11.4M -$1.15M -13,725 -9%
FCAM
88
First Citizens Asset Management
North Carolina
$11.3M +$11.3M +135,666 New
FWM
89
FSA Wealth Management
Massachusetts
$11.3M +$1.5M +17,979 +15%
BRWA
90
B. Riley Wealth Advisors
Florida
$11.1M +$97.6K +1,167 +0.9%
JFG
91
JMG Financial Group
Illinois
$10.9M -$32.4K -387 -0.3%
NA
92
NewEdge Advisors
Louisiana
$10.6M +$2.36M +32,325 +29%
Prudential Financial
93
Prudential Financial
New Jersey
$10.6M -$1.17M -13,950 -10%
UB
94
UMB Bank
Missouri
$10.5M -$574K -6,862 -5%
Northern Trust
95
Northern Trust
Illinois
$10.3M +$905K +10,820 +10%
FMII
96
Farmers & Merchants Investments Inc
Nebraska
$10M -$66K -790 -0.7%
Stifel Financial
97
Stifel Financial
Missouri
$9.99M -$344K -4,120 -3%
SPIA
98
Steward Partners Investment Advisory
New York
$9.9M -$322K -3,856 -3%
MCM
99
MAI Capital Management
Ohio
$9.66M +$4.37M +52,232 +83%
LWP
100
LMG Wealth Partners
Louisiana
$9.6M +$9.6M +108,674 New
2 3
4
5 6