IWP icon

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 %
WP
176
WealthShield Partners
North Carolina
$3.54M 38,875 +2,217 +6%
HNB
177
Huntington National Bank
Ohio
– – – –
SWP
178
Stratos Wealth Partners
Ohio
$3.48M 38,175 -2,067 -5%
MFG
179
Mainsail Financial Group
Washington
$3.43M 37,800 +66 +0.2%
APW
180
Acima Private Wealth
Virginia
$3.38M 37,139 – –
ANB
181
Amarillo National Bank
Texas
$3.33M 36,576 +2,251 +7%
HCP
182
Holt Capital Partners
Texas
$3.32M 36,413 -633 -2%
AWS
183
Atria Wealth Solutions
New York
$3.28M 36,052 +423 +1%
CCM
184
Coldstream Capital Management
Washington
$3.27M 35,900 -26 -0.1%
SW
185
Simplicity Wealth
New Jersey
$3.27M 35,888 +10,339 +40%
PFM
186
Parsec Financial Management
North Carolina
$3.26M 35,856 -3,877 -10%
CC
187
Courier Capital
New York
$3.24M 35,594 -1,307 -4%
EAM
188
Eukles Asset Management
Ohio
$3.23M 35,478 -667 -2%
TC
189
TAGStone Capital
North Carolina
$3.21M 35,303 +515 +1%
CFGS
190
Concourse Financial Group Securities
Alabama
$3.2M 35,118 +325 +0.9%
ONB
191
Old National Bancorp
Indiana
$3.11M 34,184 +1,500 +5%
TRCT
192
Tower Research Capital (TRC)
New York
$3.11M 34,139 +27,220 +393%
WFS
193
Widmann Financial Services
Maryland
$3.1M 34,008 +722 +2%
WMWM
194
Whitaker-Myers Wealth Managers
Ohio
$3.09M 33,918 +14,122 +71%
ECA
195
Elevated Capital Advisors
Utah
$3.08M 33,802 -972 -3%
SPC
196
Sigma Planning Corp
Michigan
$3.08M 33,798 +476 +1%
GIA
197
Gladstone Institutional Advisory
Florida
$3.06M 33,630 +22,083 +191%
WWM
198
Windsor Wealth Management
Indiana
$3.04M 33,915 -10,528 -24%
AB
199
Atlas Brown
Kentucky
$2.98M 32,712 +2,923 +10%
JFG
200
Jefferies Financial Group
New York
$2.89M 31,766 -4,978 -14%
6 7
8
9 10