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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 %
GG
76
GenWealth Group
New Jersey
$14.3M 157,570 +540 +0.3%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$14.1M 155,155 -3,223 -2%
LFWA
78
LBJ Family Wealth Advisors
Texas
$13.9M 152,495 -1,305 -0.8%
TWM
79
Tolleson Wealth Management
Texas
$13.6M 149,019 -54,046 -27%
AWM
80
Avior Wealth Management
Nebraska
$12.8M 140,283 +3,715 +3%
SPIA
81
Steward Partners Investment Advisory
New York
$12.6M 138,211 +19,781 +17%
FWM
82
FSA Wealth Management
Massachusetts
$12.4M 136,552 +888 +0.7%
BRWA
83
B. Riley Wealth Advisors
Florida
$12.4M 136,505 +3,968 +3%
NA
84
NewEdge Advisors
Louisiana
$12.1M 133,207 -12,006 -8%
Stifel Financial
85
Stifel Financial
Missouri
$12M 132,167 +12,708 +11%
Jane Street
86
Jane Street
New York
$11.9M 130,897 +125,195 +2,196%
BF
87
BOK Financial
Oklahoma
$11.9M 130,796 -6,881 -5%
JFG
88
JMG Financial Group
Illinois
$11.9M 130,485 +515 +0.4%
OWA
89
Octavia Wealth Advisors
Ohio
$11.3M 123,803 +22,915 +23%
MCM
90
MAI Capital Management
Ohio
$10.5M 115,254 -239 -0.2%
Northern Trust
91
Northern Trust
Illinois
$10.4M 113,984 -9,531 -8%
WIC
92
Whitegate Investment Counselors
New Hampshire
$10.2M 112,045 +42 +0%
CA
93
Cetera Advisors
Colorado
$10M 109,973 -45,200 -29%
Prudential Financial
94
Prudential Financial
New Jersey
$10M 124,615 -1,752 -1%
HIP
95
HUB Investment Partners
Texas
$9.96M 109,421 -327 -0.3%
UB
96
UMB Bank
Missouri
$9.93M 109,088 -16,006 -13%
JFGIW
97
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.85M 108,179 -232,055 -68%
LWP
98
LMG Wealth Partners
Louisiana
$9.84M 108,026 -648 -0.6%
CRC
99
Curi RMB Capital
Illinois
$9.8M 107,683 +534 +0.5%
KPWS
100
Kestra Private Wealth Services
Texas
$9.74M 106,932 +23,942 +29%
2 3
4
5 6