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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,031 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 317 increasing their positions, 352 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+24
Holders Change %
+2.38%
% of All Funds
14.95%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.62%
New
96
Increased
317
Reduced
352
Closed
57
Calls
$10.6M
Puts
$788K
Net Calls
+$9.86M
Net Calls Change
-$1.04M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$56.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$43.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$44.6M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$172M
5
FCBT
First Citizens Bank & Trust
North Carolina
$161M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.26B
2
Bank of America
Bank of America
North Carolina
$669M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.2B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
CAM
Congress Asset Management
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
226
Mathes Company
New York
$3.45M – – –
Financial Engines Advisors
227
Financial Engines Advisors
California
$3.44M -$405K -3,551 -11%
ASFA
228
All Season Financial Advisors
Colorado
$3.42M +$3.42M +29,991 New
LNC
229
Lincoln National Corp
Pennsylvania
$3.37M +$901K +7,896 +37%
HA
230
Hofer & Associates
California
$3.36M +$88.2K +773 +3%
DWA
231
Dougherty Wealth Advisers
Minnesota
$3.34M -$238K -2,081 -7%
CCB
232
Country Club Bank
Missouri
$3.32M -$360K -3,153 -10%
Bessemer Group
233
Bessemer Group
New Jersey
$3.26M -$10.6K -93 -0.3%
AF
234
Advisornet Financial
Minnesota
$3.23M +$71K +622 +2%
ATI
235
ARK & TLK Investments
Oklahoma
$3.22M +$1.03K +9 +0%
RFC
236
Regions Financial Corp
Alabama
$3.21M +$84K +736 +3%
WAM
237
Weinberger Asset Management
California
$3.18M -$22.8K -200 -0.7%
PFS
238
Prospera Financial Services
Texas
$3.16M -$2.97K -26 -0.1%
Citadel Advisors
239
Citadel Advisors
Florida
$3.11M +$431K +3,777 +16%
WB
240
WesBanco Bank
West Virginia
$3.1M +$1.23M +10,739 +65%
UWM
241
USAdvisors Wealth Management
Minnesota
$3.05M +$216K +1,896 +8%
CA
242
Claro Advisors
Massachusetts
$3.01M -$747K -6,549 -20%
PWCM
243
Processus Wealth & Capital Management
Tennessee
$2.98M +$116K +1,020 +4%
BFG
244
Bleakley Financial Group
New Jersey
$2.96M -$95.4K -836 -3%
HNB
245
Hilltop National Bank
Wyoming
$2.95M +$2.95M +25,842 New
CL
246
Choreo LLC
Illinois
$2.94M -$648K -5,677 -18%
IFPG
247
Intrepid Financial Planning Group
Indiana
$2.94M +$15.3K +134 +0.5%
GT
248
Glenmede Trust
Pennsylvania
$2.92M -$22.3K -195 -0.8%
LTL
249
Lowery Thomas LLC
California
$2.9M -$99.5K -872 -3%
IWM
250
IHT Wealth Management
Illinois
$2.89M +$1.37M +12,019 +90%
8 9
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