IWP icon

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 %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$3.93M -$121K -1,249 -3%
HCP
177
Holt Capital Partners
Texas
$3.87M +$352K +3,644 +10%
Lido Advisors
178
Lido Advisors
California
$3.78M +$2.5M +25,887 +196%
BMCM
179
Burns Matteson Capital Management
New York
$3.77M +$7.83K +81 +0.2%
MFG
180
Mainsail Financial Group
Washington
$3.74M +$84.4K +873 +2%
NL
181
NWAM LLC
Washington
$3.73M -$278K -2,880 -7%
Citigroup
182
Citigroup
New York
$3.7M -$97.8K -1,012 -3%
Vanguard Group
183
Vanguard Group
Pennsylvania
$3.64M +$3.64M +37,685 New
SWP
184
Stratos Wealth Partners
Ohio
$3.62M -$64.1K -663 -2%
APW
185
Acima Private Wealth
Virginia
$3.59M – – –
ECA
186
Elevated Capital Advisors
Utah
$3.57M +$301K +3,114 +9%
ANB
187
Amarillo National Bank
Texas
$3.53M -$2.71K -28 -0.1%
HNB
188
Huntington National Bank
Ohio
$3.52M -$3.53M – –
VCM
189
Virtue Capital Management
Tennessee
$3.48M -$1.09M -11,306 -24%
CCM
190
Coldstream Capital Management
Washington
$3.46M -$10.6K -110 -0.3%
SC
191
Saiph Capital
New Jersey
$3.44M -$1.18M -12,247 -26%
CC
192
Courier Capital
New York
$3.44M – – –
FCH
193
Freestone Capital Holdings
Washington
$3.43M +$2.22M +22,980 +183%
EAM
194
Eukles Asset Management
Ohio
$3.36M -$63.9K -661 -2%
9WM
195
9258 Wealth Management
Ohio
$3.36M +$3.02M +31,278 +884%
TC
196
TAGStone Capital
North Carolina
$3.36M -$48.8K -505 -1%
WFS
197
Widmann Financial Services
Maryland
$3.29M +$1.74K +18 +0.1%
KFP
198
KMG Fiduciary Partners
Ohio
$3.28M -$584K -6,042 -15%
AWS
199
Atria Wealth Solutions
New York
$3.27M -$218K -2,257 -6%
CA
200
Claro Advisors
Massachusetts
$3.26M +$426K +4,406 +15%
6 7
8
9 10