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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 %
FC
126
Forte Capital
New York
$5.79M 63,547 +1,319 +2%
XF
127
XML Financial
Maryland
$5.78M 63,453 +16 +0%
UCFA
128
United Capital Financial Advisors
Texas
$5.71M 62,719 -1,474 -2%
OAM
129
Occidental Asset Management
California
$5.6M 61,558 +17 +0%
FMC
130
First Merchants Corp
Indiana
$5.59M 61,437 +530 +0.9%
JWCA
131
J.W. Cole Advisors
Florida
$5.54M 60,825 +1,870 +3%
LF
132
Lee Financial
Texas
$5.48M 60,209 -403 -0.7%
Millennium Management
133
Millennium Management
New York
$5.42M 59,473 +59,473 New
PGFC
134
Peapack-Gladstone Financial Corp
New Jersey
$5.33M 58,775 -2,470 -4%
CG
135
Corundum Group
Colorado
$5.25M 57,640 -430 -0.7%
PIA
136
Powell Investment Advisors
Florida
$5.15M 56,587 +358 +0.6%
CGA
137
Crescent Grove Advisors
Illinois
$5.08M 55,824 -14,239 -20%
RCM
138
RNC Capital Management
California
$5M 54,863 -995 -2%
FTS
139
Fifth Third Securities
Ohio
$4.82M 52,984 -1,424 -3%
FHA
140
First Horizon Advisors
Tennessee
$4.82M 52,967 -24,686 -32%
ML
141
McAdam LLC
Pennsylvania
$4.8M 52,689 +32,532 +161%
SCA
142
Stonebridge Capital Advisors
Minnesota
$4.75M 52,206 +1,483 +3%
OC
143
Oppenheimer & Co
New York
$4.66M 51,134 +1,412 +3%
Corient Private Wealth
144
Corient Private Wealth
Florida
$4.61M 50,680 +17,796 +54%
William Blair & Company
145
William Blair & Company
Illinois
$4.56M 50,104 +1,081 +2%
HPC
146
HM Payson & Co
Maine
$4.56M 50,045 -240 -0.5%
AAS
147
Avantax Advisory Services
Texas
$4.46M 49,031 -1,742 -3%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$4.38M 48,140 +25,435 +112%
BB
149
Berkshire Bank
Massachusetts
$4.36M 47,875 -3,377 -7%
SC
150
Saiph Capital
New Jersey
$4.36M 47,844 -26,011 -35%
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