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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

913 hedge funds and large institutions have $9.24B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 255 increasing their positions, 294 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.56%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.56%
New
65
Increased
255
Reduced
294
Closed
52
Calls
$8.88M
Puts
$73K
Net Calls
+$8.81M
Net Calls Change
+$3.07M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$92.3M
2
Bank of America
Bank of America
North Carolina
$616M
3
Corient Private Wealth
Corient Private Wealth
Florida
$48M
4
Osaic Holdings
Osaic Holdings
Arizona
$133M
5
Comerica Bank
Comerica Bank
Texas
$24.1M

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
$234K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$198M
3
Barclays
Barclays
United Kingdom
$84K
4
SF
Synovus Financial
Georgia
$99.8M
5
Wells Fargo
Wells Fargo
California
$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMWM
151
Whitaker-Myers Wealth Managers
Ohio
$4.9M +$1.12M +12,286 +30%
ML
152
McAdam LLC
Pennsylvania
$4.86M +$62.3K +682 +1%
FTS
153
Fifth Third Securities
Ohio
$4.8M -$85.8K -937 -2%
SFS
154
Sowell Financial Services
Arkansas
$4.8M +$356K +3,885 +8%
SCA
155
Stonebridge Capital Advisors
Minnesota
$4.8M +$27.4K +300 +0.6%
FHA
156
First Horizon Advisors
Tennessee
$4.78M +$152K +1,662 +3%
CI
157
Conning Inc
Connecticut
$4.78M +$583K +6,380 +14%
JFG
158
Jefferies Financial Group
New York
$4.77M +$748K +8,193 +19%
TPCW
159
TD Private Client Wealth
New York
$4.66M +$25.5K +279 +0.5%
William Blair & Company
160
William Blair & Company
Illinois
$4.65M -$5.02K -55 -0.1%
LF
161
Lee Financial
Texas
$4.51M -$113K -1,235 -2%
OC
162
Oppenheimer & Co
New York
$4.49M -$297K -3,256 -6%
VW
163
Vance Wealth
California
$4.48M +$39K +427 +0.9%
FCH
164
Freestone Capital Holdings
Washington
$4.44M +$1.2M +13,109 +37%
AAS
165
Avantax Advisory Services
Texas
$4.43M -$140K -1,537 -3%
PFA
166
Petra Financial Advisors
Colorado
$4.43M +$4.43M +48,513 New
CCM
167
Condor Capital Management
New Jersey
$4.41M +$78.4K +858 +2%
PIA
168
Powell Investment Advisors
Florida
$4.38M -$10.7K -117 -0.2%
GVAG
169
Great Valley Advisor Group
Delaware
$4.38M +$55.8K +611 +1%
WP
170
WealthShield Partners
North Carolina
$4.18M +$226K +2,472 +6%
Financial Engines Advisors
171
Financial Engines Advisors
California
$4.09M -$323K -3,527 -7%
BB
172
Berkshire Bank
Massachusetts
$4.04M -$116K -1,274 -3%
9WM
173
9258 Wealth Management
Ohio
$3.98M +$795K +8,706 +25%
HPC
174
HM Payson & Co
Maine
$3.9M -$42.9K -470 -1%
IP
175
Investment Partners
Ohio
$3.87M +$9.14K +100 +0.2%
5 6
7
8 9