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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

883 hedge funds and large institutions have $8.95B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 237 increasing their positions, 306 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+76
Holders Change %
+9.42%
% of All Funds
14.25%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.52%
New
138
Increased
237
Reduced
306
Closed
48
Calls
$7.32M
Puts
$1.85M
Net Calls
+$5.48M
Net Calls Change
+$2.75M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$658M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
$85.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$67.2M
4
CAM
Congress Asset Management
Massachusetts
$42.2M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$581M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$582K
3
Morgan Stanley
Morgan Stanley
New York
$714M
4
TF
TIAA FSB
Florida
$976M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Saiph Capital
New Jersey
$6.17M -$747K -8,937 -11%
WFA
127
WestHill Financial Advisors
California
$6.15M +$10.7K +128 +0.2%
GIA
128
GHP Investment Advisors
Colorado
$6.08M -$233K -2,792 -4%
NP
129
NorthRock Partners
Minnesota
$6M -$55.1K -659 -0.9%
TAM
130
Tocqueville Asset Management
New York
$5.93M -$150K -1,793 -2%
CGA
131
Crescent Grove Advisors
Illinois
$5.86M +$1.16M +13,855 +25%
SAM
132
Sequent Asset Management
Texas
$5.63M – – –
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$5.56M -$240K -2,873 -4%
WTB
134
Washington Trust Bank
Washington
$5.37M +$818K +9,787 +18%
UCFA
135
United Capital Financial Advisors
Texas
$5.37M +$26.4K +316 +0.5%
MCCA
136
Mill Creek Capital Advisors
Pennsylvania
$5.36M +$5.36M +64,164 New
XF
137
XML Financial
Maryland
$5.3M +$68.6K +820 +1%
IA
138
IFP Advisors
Florida
$5.3M +$1.79M +14,552 +51%
FC
139
Forte Capital
New York
$5.2M -$10.9M -130,713 -68%
OAM
140
Occidental Asset Management
California
$5.14M -$30.6K -366 -0.6%
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$5.12M -$142K -1,695 -3%
FMC
142
First Merchants Corp
Indiana
$5.09M -$416K -4,982 -8%
LF
143
Lee Financial
Texas
$5.07M -$244K -2,915 -5%
JWCA
144
J.W. Cole Advisors
Florida
$4.93M -$134K -1,597 -3%
CG
145
Corundum Group
Colorado
$4.86M +$16.7K +200 +0.3%
BlackRock
146
BlackRock
New York
$4.8M +$2.45M +29,291 +104%
PRWA
147
Platte River Wealth Advisors
Colorado
$4.79M – – –
PIA
148
Powell Investment Advisors
Florida
$4.7M -$356K -4,264 -7%
RCM
149
RNC Capital Management
California
$4.67M -$277K -3,310 -6%
TPCW
150
TD Private Client Wealth
New York
$4.63M +$341K +4,075 +8%
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