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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

912 hedge funds and large institutions have $9.81B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 303 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+34
Holders Change %
+3.87%
% of All Funds
14.38%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.62%
New
75
Increased
264
Reduced
303
Closed
35
Calls
$8.82M
Puts
$3.08M
Net Calls
+$5.74M
Net Calls Change
+$561K

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
$236M
2
Ameriprise
Ameriprise
Minnesota
$239M
3
SRA
Summit Rock Advisors
New York
$52.4M
4
Barclays
Barclays
United Kingdom
$40M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$333M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$16M
2
Wells Fargo
Wells Fargo
California
$587M
3
AFIMH
American Family Insurance Mutual Holding
Wisconsin
$72.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
5
PAMP
Polar Asset Management Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
126
Occidental Asset Management
California
$6.62M +$676K +6,993 +11%
GIA
127
GHP Investment Advisors
Colorado
$6.54M -$238K -2,502 -4%
SAM
128
Sequent Asset Management
Texas
$6.51M – – –
PCM
129
Piedmont Capital Management
Montana
$6.45M +$6.45M +66,750 New
NP
130
NorthRock Partners
Minnesota
$6.28M -$625K -6,463 -9%
FCAM
131
First Citizens Asset Management
North Carolina
$6.27M +$2.12M +21,979 +51%
MCCA
132
Mill Creek Capital Advisors
Pennsylvania
$6.21M +$3K +31 +0%
XF
133
XML Financial
Maryland
$6.15M +$21.5K +223 +0.4%
JWCA
134
J.W. Cole Advisors
Florida
$6.02M +$143K +1,482 +2%
TWM
135
Tolleson Wealth Management
Texas
$5.95M -$8.45M -87,488 -59%
UCFA
136
United Capital Financial Advisors
Texas
$5.93M -$134K -1,382 -2%
FMC
137
First Merchants Corp
Indiana
$5.86M -$72.9K -754 -1%
CG
138
Corundum Group
Colorado
$5.61M +$37.1K +384 +0.7%
HCA
139
Heck Capital Advisors
Wisconsin
$5.51M +$1.06M +10,994 +24%
MWM
140
Modera Wealth Management
New Jersey
$5.46M +$3.34M +34,524 +157%
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$5.37M -$309K -3,195 -5%
FC
142
Forte Capital
New York
$5.25M -$895K -9,258 -15%
CGA
143
Crescent Grove Advisors
Illinois
$5.22M -$174K -1,796 -3%
RCM
144
RNC Capital Management
California
$5.22M -$82.2K -851 -2%
FTS
145
Fifth Third Securities
Ohio
$5.16M +$38.2K +395 +0.7%
GSWM
146
Greenup Street Wealth Management
Michigan
$5.15M +$4.84M +50,104 +1,571%
ML
147
McAdam LLC
Pennsylvania
$5.07M -$18K -186 -0.4%
OC
148
Oppenheimer & Co
New York
$5.07M +$126K +1,303 +3%
SCA
149
Stonebridge Capital Advisors
Minnesota
$5.04M -$580 -6 -0%
William Blair & Company
150
William Blair & Company
Illinois
$4.92M +$80.1K +829 +2%
4 5
6
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