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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 %
GG
76
GenWealth Group
New Jersey
$14.6M -$4.93K -54 -0%
BRWA
77
B. Riley Wealth Advisors
Florida
$14.6M +$3.27M +35,712 +29%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$14.2M +$194K +2,120 +1%
AFP
79
Ausdal Financial Partners
Iowa
$13.7M +$6.17M +67,553 +82%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$13.4M -$191K -1,977 -1%
NA
81
NewEdge Advisors
Louisiana
$13.2M +$1.51M +16,497 +13%
Prudential Financial
82
Prudential Financial
New Jersey
$13.2M +$531K +5,817 +4%
SEM
83
Strategic Equity Management
Arizona
$13.2M +$4.74M +51,935 +56%
LFWA
84
LBJ Family Wealth Advisors
Texas
$13.1M -$88.2K -966 -0.7%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$13M -$15M -164,462 -54%
PAG
86
Private Advisor Group
New Jersey
$12.7M -$746K -8,168 -6%
FWM
87
FSA Wealth Management
Massachusetts
$12.6M +$40.4K +442 +0.3%
Northern Trust
88
Northern Trust
Illinois
$12.5M +$1M +10,988 +9%
KAS
89
Kestra Advisory Services
Texas
$12.2M -$3.48M -38,138 -22%
JFG
90
JMG Financial Group
Illinois
$12.1M -$79.6K -871 -0.7%
OWA
91
Octavia Wealth Advisors
Ohio
$12.1M +$126K +1,375 +1%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$12M -$3.29M -36,004 -21%
AWM
93
Avior Wealth Management
Nebraska
$11.9M +$110K +1,203 +0.9%
Stifel Financial
94
Stifel Financial
Missouri
$11.7M -$606K -6,636 -5%
CA
95
Cetera Advisors
Colorado
$11.5M +$693K +7,589 +6%
EC
96
Estate Counselors
Wisconsin
$11.3M -$616K -6,745 -5%
BF
97
BOK Financial
Oklahoma
$10.9M -$311K -3,592 -3%
KPWS
98
Kestra Private Wealth Services
Texas
$10.8M +$524K +5,740 +5%
MBTD
99
Mechanics Bank - Trust Department
California
$10.3M +$948K +10,373 +10%
UB
100
UMB Bank
Missouri
$10M +$142K +1,555 +1%
2 3
4
5 6