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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
14.06%
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 %
TF
1
TIAA FSB
Florida
$1.03B 11,291,889 -387,347 -3%
Morgan Stanley
2
Morgan Stanley
New York
$950M 10,432,411 +1,889,867 +22%
Wells Fargo
3
Wells Fargo
California
$615M 6,752,303 -198,765 -3%
Bank of America
4
Bank of America
North Carolina
$561M 6,161,335 -1,711,630 -22%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$334M 3,667,585 +43,728 +1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$295M 3,243,669 -35,251 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$280M 3,071,807 -2,207,802 -42%
UBS Group
8
UBS Group
Switzerland
$213M 2,342,005 -75,332 -3%
CB
9
Commerce Bank
Missouri
$198M 2,176,524 -110,583 -5%
CCWM
10
Cassaday & Co Wealth Management
Virginia
$178M 1,953,870 +159,653 +9%
Ameriprise
11
Ameriprise
Minnesota
$168M 1,849,389 -10,729 -0.6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$143M 1,568,644 -54,502 -3%
SF
13
Synovus Financial
Georgia
$133M 1,460,131 +3,813 +0.3%
US Bancorp
14
US Bancorp
Minnesota
$133M 1,456,735 -61,505 -4%
LPL Financial
15
LPL Financial
California
$127M 1,394,029 -34,267 -2%
AFIMH
16
American Family Insurance Mutual Holding
Wisconsin
$104M 1,137,200 -1,287,692 -53%
Osaic Holdings
17
Osaic Holdings
Arizona
$101M 1,116,554 +69,127 +7%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$99.2M 1,090,024 +1,083,061 +15,555%
Goldman Sachs
19
Goldman Sachs
New York
$89.4M 981,343 -226,577 -19%
Truist Financial
20
Truist Financial
North Carolina
$83.9M 921,456 -92,196 -9%
ZB
21
Zions Bancorporation
Utah
$83.1M 912,806 +146,493 +19%
FCBT
22
First Citizens Bank & Trust
North Carolina
$82M 901,089 -1,770,944 -66%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$74M 812,733 +9,133 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$71.3M 783,461 +73,676 +10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$53.9M 592,417 -234,904 -28%
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