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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 %
PRWA
176
Platte River Wealth Advisors
Colorado
$3.87M – – –
MCWS
177
McKinley Carter Wealth Services
West Virginia
$3.81M -$50.2K -549 -1%
CHAM
178
Clear Harbor Asset Management
Connecticut
$3.8M +$15.9K +174 +0.4%
AP
179
Advisors Preferred
Maryland
$3.8M +$3.8M +41,772 New
MFG
180
Mainsail Financial Group
Washington
$3.74M +$226K +2,489 +6%
CTC
181
Central Trust Company
Missouri
$3.72M -$302K -3,305 -8%
TFA
182
Transamerica Financial Advisors
Florida
$3.65M +$885K +9,687 +32%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$3.65M -$60.1K -658 -2%
Lido Advisors
184
Lido Advisors
California
$3.61M +$35.3K +386 +1%
HCP
185
Holt Capital Partners
Texas
$3.57M -$92K -1,007 -3%
SWP
186
Stratos Wealth Partners
Ohio
$3.56M +$135K +1,476 +4%
BMCM
187
Burns Matteson Capital Management
New York
$3.55M -$8.95K -98 -0.3%
VCM
188
Virtue Capital Management
Tennessee
$3.48M – – –
RA
189
RFG Advisory
Alabama
$3.45M +$3.45M +37,752 New
Vanguard Group
190
Vanguard Group
Pennsylvania
$3.44M – – –
ANB
191
Amarillo National Bank
Texas
$3.34M – – –
Citigroup
192
Citigroup
New York
$3.3M -$188K -2,062 -5%
ECA
193
Elevated Capital Advisors
Utah
$3.26M -$115K -1,258 -3%
CCM
194
Coldstream Capital Management
Washington
$3.26M -$13.1K -143 -0.4%
CC
195
Courier Capital
New York
$3.25M – – –
ONB
196
Old National Bancorp
Indiana
$3.25M +$263K +2,877 +9%
HNB
197
Huntington National Bank
Ohio
$3.23M -$3.52M – –
TC
198
TAGStone Capital
North Carolina
$3.23M +$47.5K +519 +1%
CA
199
Claro Advisors
Massachusetts
$3.23M +$149K +1,626 +5%
SC
200
Saiph Capital
New Jersey
$3.21M -$38.7K -424 -1%
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