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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 %
FTS
151
Fifth Third Securities
Ohio
$4.55M -$201K -2,408 -4%
HGWM
152
Horst & Graben Wealth Management
Oregon
$4.46M -$365K -4,365 -8%
GT
153
Glenmede Trust
Pennsylvania
$4.46M +$194K +2,320 +5%
BB
154
Berkshire Bank
Massachusetts
$4.28M -$998K -11,935 -19%
AAS
155
Avantax Advisory Services
Texas
$4.24M -$750K -8,973 -15%
SCA
156
Stonebridge Capital Advisors
Minnesota
$4.24M +$86.2K +1,031 +2%
HPC
157
HM Payson & Co
Maine
$4.2M -$28K -335 -0.7%
OC
158
Oppenheimer & Co
New York
$4.16M +$233K +2,790 +6%
William Blair & Company
159
William Blair & Company
Illinois
$4.1M -$134K -1,603 -3%
HCA
160
Heck Capital Advisors
Wisconsin
$3.96M -$150K -1,790 -4%
Citigroup
161
Citigroup
New York
$3.89M -$422K -5,043 -10%
SWM
162
Southern Wealth Management
Texas
$3.88M -$382K -4,567 -9%
MCWS
163
McKinley Carter Wealth Services
West Virginia
$3.86M -$596K -7,133 -13%
NL
164
NWAM LLC
Washington
$3.83M -$44.6K -534 -1%
WWM
165
Windsor Wealth Management
Indiana
$3.75M +$1.28M +15,223 +52%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$3.73M -$716K -8,559 -16%
GVAG
167
Great Valley Advisor Group
Delaware
$3.7M +$109K +1,302 +3%
CCM
168
Condor Capital Management
New Jersey
$3.57M +$83.9K +1,004 +2%
Allspring Global Investments
169
Allspring Global Investments
North Carolina
$3.56M +$1.76M +21,074 +98%
LTL
170
Lowery Thomas LLC
California
$3.54M +$42.1K +504 +1%
IP
171
Investment Partners
Ohio
$3.53M -$303K -3,627 -8%
GCM
172
Geneva Capital Management
Wisconsin
$3.48M -$573K -6,854 -14%
KFP
173
KMG Fiduciary Partners
Ohio
$3.47M -$285K -3,413 -8%
AAS
174
Ameritas Advisory Services
Nebraska
$3.4M +$1.33M +15,904 +64%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$3.38M -$635K -7,596 -16%
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