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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
14.05%
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 %
CWM
101
Connecticut Wealth Management
Connecticut
$9.26M 101,678 +156 +0.2%
CAN
102
Cetera Advisor Networks
California
$9.22M 101,292 +6,584 +7%
WA
103
Waverly Advisors
Alabama
$8.84M 97,097 -15,900 -14%
FMII
104
Farmers & Merchants Investments Inc
Nebraska
$8.8M 96,657 -22,934 -19%
MBTD
105
Mechanics Bank - Trust Department
California
$8.77M 96,374 +1,092 +1%
SEM
106
Strategic Equity Management
Arizona
$8.53M 93,686 +93,686 New
HFG
107
Heron Financial Group
New York
$8.14M 89,370 +8,810 +11%
MGIA
108
Moneta Group Investment Advisors
Missouri
$7.89M 86,689 +10,441 +14%
PFP
109
Pinnacle Financial Partners
Tennessee
$7.81M 85,821 +1,281 +2%
PFO
110
Pathstone Family Office
New Jersey
$7.74M 85,030 -82,622 -49%
AFP
111
Ausdal Financial Partners
Iowa
$7.67M 84,187 -1,330 -2%
SCA
112
Southern Capital Advisors
Tennessee
$7.58M 83,246 +3,490 +4%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$7.04M 77,308 +10,851 +16%
WFA
114
WestHill Financial Advisors
California
$6.78M 74,437 +825 +1%
PWAG
115
Polaris Wealth Advisory Group
California
$6.64M 72,911 -2,793 -4%
NP
116
NorthRock Partners
Minnesota
$6.5M 71,419 -328 -0.5%
SWPG
117
Strategic Wealth Partners Group
Illinois
$6.5M 73,571 -2,019 -3%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$6.48M 71,157 -17,258 -20%
GIA
119
GHP Investment Advisors
Colorado
$6.48M 71,136 -1,584 -2%
TAM
120
Tocqueville Asset Management
New York
$6.39M 70,211 -730 -1%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$6.25M 68,630 -6,223 -8%
SAM
122
Sequent Asset Management
Texas
$6.13M 67,320 – –
CW
123
CreativeOne Wealth
Kansas
$6.07M 66,691 -21,442 -24%
EWA
124
EP Wealth Advisors
California
$6.01M 26,488 -82,500 -76%
MCCA
125
Mill Creek Capital Advisors
Pennsylvania
$5.85M 64,219 +55 +0.1%
3 4
5
6 7