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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

824 hedge funds and large institutions have $8.29B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 269 increasing their positions, 296 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
-71
Holders Change %
-7.93%
% of All Funds
13.93%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.46%
New
53
Increased
269
Reduced
296
Closed
112
Calls
$5.72M
Puts
$27.6M
Net Calls
-$21.9M
Net Calls Change
+$42.6M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$356M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$177M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$78.4M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$31.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$144M

Top Sellers

1
TF
1
TIAA FSB
Florida
$958M
2
Citigroup
2
Citigroup
New York
$4.39M
3
Truist Financial
3
Truist Financial
North Carolina
$77.2M
4
Wells Fargo
4
Wells Fargo
California
$665M
5
AAP
5
Arax Advisory Partners
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$7.01M -$4.05M -51,145 -37%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$6.5M +$1.94M +24,461 +42%
MCM
103
MAI Capital Management
Ohio
$6.48M +$3.04M +38,356 +88%
SC
104
Saiph Capital
New Jersey
$6.31M +$229K +2,889 +4%
HFG
105
Heron Financial Group
New York
$6.27M +$460K +5,806 +8%
MBTD
106
Mechanics Bank - Trust Department
California
$6.21M +$1.61M +20,318 +35%
GIA
107
GHP Investment Advisors
Colorado
$6.17M -$117K -1,473 -2%
SWPG
108
Strategic Wealth Partners Group
Illinois
$6.15M +$38.7K +489 +0.6%
PWAG
109
Polaris Wealth Advisory Group
California
$6.05M -$119K -1,505 -2%
NP
110
NorthRock Partners
Minnesota
$6.01M -$323K -4,080 -5%
KPWS
111
Kestra Private Wealth Services
Texas
$5.99M +$605K +7,637 +11%
MA
112
MUFG Americas
New York
$5.72M -$168K -2,124 -3%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$5.72M -$23.2K -287 -0.4%
TAM
114
Tocqueville Asset Management
New York
$5.67M +$148K +1,874 +3%
MGIA
115
Moneta Group Investment Advisors
Missouri
$5.65M +$3.49M +43,993 +161%
WFA
116
WestHill Financial Advisors
California
$5.57M +$219K +2,768 +4%
BB
117
Berkshire Bank
Massachusetts
$5.51M -$2.18M -27,497 -28%
DWM
118
Darwin Wealth Management
Florida
$5.36M -$1.59M -17,803 -23%
Kayne Anderson Rudnick Investment Management
119
Kayne Anderson Rudnick Investment Management
California
$5.35M -$5.3M -66,919 -50%
UCFA
120
United Capital Financial Advisors
Texas
$5.35M -$871 -11 -0%
SAM
121
Sequent Asset Management
Texas
$5.33M – – –
OAM
122
Occidental Asset Management
California
$5.04M -$125K -1,578 -2%
KFP
123
KMG Fiduciary Partners
Ohio
$5.02M -$260K -3,288 -5%
RCM
124
RNC Capital Management
California
$4.92M -$809K -10,215 -14%
CGA
125
Crescent Grove Advisors
Illinois
$4.9M +$450K +5,677 +10%
3 4
5
6 7