IWP icon

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 %
ACM
126
Anfield Capital Management
California
$4.79M -$1.13M -14,322 -19%
XF
127
XML Financial
Maryland
$4.75M +$201K +2,537 +4%
FIA
128
Foundations Investment Advisors
Arizona
$4.75M +$351K +4,322 +8%
AAS
129
Avantax Advisory Services
Texas
$4.66M -$233K -2,937 -5%
FWP
130
FAS Wealth Partners
Kansas
$4.63M +$3.85M +48,622 +494%
WTB
131
Washington Trust Bank
Washington
$4.6M +$2.67M +33,728 +139%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$4.6M -$366K -4,621 -7%
SS
133
Simplicity Solutions
Minnesota
$4.59M +$1.92M +24,284 +72%
FMC
134
First Merchants Corp
Indiana
$4.57M -$898K -11,328 -16%
PRWA
135
Platte River Wealth Advisors
Colorado
$4.54M -$4.36K -55 -0.1%
FTS
136
Fifth Third Securities
Ohio
$4.52M +$4.52M +57,105 New
FFG
137
Ford Financial Group
California
$4.5M -$1.14M -14,454 -20%
PIA
138
Powell Investment Advisors
Florida
$4.49M +$879K +11,095 +24%
MCWS
139
McKinley Carter Wealth Services
West Virginia
$4.48M -$2.07M -26,109 -32%
PGFC
140
Peapack-Gladstone Financial Corp
New Jersey
$4.42M -$262K -3,302 -6%
Citigroup
141
Citigroup
New York
$4.39M -$30.6M -385,687 -87%
JWCA
142
J.W. Cole Advisors
Florida
$4.33M +$363K +4,586 +9%
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$4.33M +$4.33M +54,619 New
FHA
144
First Horizon Advisors
Tennessee
$4.3M +$1.41M +17,832 +49%
PA
145
Paragon Advisors
Texas
$4.3M +$4.3M +54,266 New
SCA
146
Stonebridge Capital Advisors
Minnesota
$4.26M -$74.5K -940 -2%
HPC
147
HM Payson & Co
Maine
$4.23M -$54.3K -685 -1%
HGWM
148
Horst & Graben Wealth Management
Oregon
$4.2M -$89.8K -1,134 -2%
CG
149
Corundum Group
Colorado
$4.05M +$4.05M +51,114 New
HCA
150
Heck Capital Advisors
Wisconsin
$4.04M +$4.04M +50,945 New
4 5
6
7 8