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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 Holding Trade Value Shares
Change 		Shares
Change %
VCM
201
Vision Capital Management
Oregon
$2.85M -$34.3K -377 -1%
Thrivent Financial for Lutherans
202
Thrivent Financial for Lutherans
Minnesota
$2.85M -$75.9K -847 -3%
IA
203
IFP Advisors
Florida
$2.82M -$2.47M -20,062 -47%
EWMCB
204
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.82M -$131K -1,438 -4%
WAM
205
Weinberger Asset Management
California
$2.76M -$117K -1,286 -4%
CCB
206
Country Club Bank
Missouri
$2.75M +$1.44M +16,125 +110%
DWM
207
Darwin Wealth Management
Florida
$2.73M -$270K -2,965 -9%
Bessemer Group
208
Bessemer Group
New Jersey
$2.69M – – –
CA
209
Claro Advisors
Massachusetts
$2.67M -$60.4K -663 -2%
T. Rowe Price Associates
210
T. Rowe Price Associates
Maryland
$2.65M – – –
MCM
211
MV Capital Management
Maryland
$2.61M +$72.5K +796 +3%
BJL
212
Brighton Jones LLC
Washington
$2.57M +$8.01K +88 +0.3%
DI
213
Disciplined Investments
Oklahoma
$2.56M +$1.18K +13 +0%
GT
214
Glenmede Trust
Pennsylvania
$2.54M -$2.31M -25,384 -48%
AF
215
Advisornet Financial
Minnesota
$2.54M -$16.7K -183 -0.7%
PFS
216
Prospera Financial Services
Texas
$2.54M +$1.25M +13,680 +97%
ES
217
Eagle Strategies
New York
$2.51M -$69K -758 -3%
ICM
218
IMS Capital Management
Oregon
$2.51M -$95.5K -1,049 -4%
IFPG
219
Intrepid Financial Planning Group
Indiana
$2.49M -$77.8K -855 -3%
RFC
220
Regions Financial Corp
Alabama
$2.48M -$53.8K -591 -2%
GT
221
Glenview Trust
Kentucky
$2.43M +$224K +2,463 +10%
AWMNH
222
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.43M +$147K +1,612 +6%
MCA
223
MSH Capital Advisors
Arizona
$2.4M +$26.4K +290 +1%
LTL
224
Lowery Thomas LLC
California
$2.4M -$1.46M -16,034 -38%
SCP
225
Stevens Capital Partners
Nebraska
$2.39M -$613K -6,731 -20%
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