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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 %
TPCW
151
TD Private Client Wealth
New York
$4.9M +$384K +3,973 +8%
FHA
152
First Horizon Advisors
Tennessee
$4.9M -$218K -2,255 -4%
LF
153
Lee Financial
Texas
$4.89M -$931K -9,639 -16%
AAS
154
Avantax Advisory Services
Texas
$4.84M +$100K +1,039 +2%
SS
155
Simplicity Solutions
Minnesota
$4.78M +$809K +8,367 +20%
VW
156
Vance Wealth
California
$4.7M +$588K +6,086 +14%
Corient Private Wealth
157
Corient Private Wealth
Florida
$4.69M -$206K -2,132 -4%
SFS
158
Sowell Financial Services
Arkansas
$4.69M +$4.69M +48,530 New
VOYA Investment Management
159
VOYA Investment Management
Georgia
$4.67M +$2.83M +29,313 +154%
Financial Engines Advisors
160
Financial Engines Advisors
California
$4.66M +$432K +4,468 +10%
PIA
161
Powell Investment Advisors
Florida
$4.64M -$828K -8,571 -15%
CCM
162
Condor Capital Management
New Jersey
$4.58M +$106K +1,093 +2%
GVAG
163
Great Valley Advisor Group
Delaware
$4.57M +$179K +1,849 +4%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$4.46M +$545K +5,643 +14%
CI
165
Conning Inc
Connecticut
$4.44M +$440K +4,552 +11%
BB
166
Berkshire Bank
Massachusetts
$4.4M -$230K -2,379 -5%
JFG
167
Jefferies Financial Group
New York
$4.25M +$1.18M +12,243 +39%
CTC
168
Central Trust Company
Missouri
$4.25M +$2.16M +22,343 +103%
WP
169
WealthShield Partners
North Carolina
$4.17M +$416K +4,302 +11%
HPC
170
HM Payson & Co
Maine
$4.17M -$668K -6,914 -14%
PRWA
171
Platte River Wealth Advisors
Colorado
$4.09M – – –
MCWS
172
McKinley Carter Wealth Services
West Virginia
$4.09M -$223K -2,312 -5%
IP
173
Investment Partners
Ohio
$4.08M -$8.12K -84 -0.2%
CHAM
174
Clear Harbor Asset Management
Connecticut
$4M +$75.6K +782 +2%
WMWM
175
Whitaker-Myers Wealth Managers
Ohio
$4M +$720K +7,450 +22%
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