IWP icon

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 %
AWS
251
Atria Wealth Solutions
New York
$2.89M -$510K -4,471 -15%
BCM
252
Becker Capital Management
Oregon
$2.88M – – –
RhumbLine Advisers
253
RhumbLine Advisers
Massachusetts
$2.87M +$2.19M +19,180 +323%
SC
254
Savant Capital
Illinois
$2.81M -$234K -2,047 -8%
PAS
255
Park Avenue Securities
New York
$2.8M -$78.9K -691 -3%
IA
256
IFP Advisors
Florida
$2.79M +$339K +2,967 +14%
UCFA
257
United Capital Financial Advisors
Texas
$2.78M -$830K -7,275 -23%
FNBT
258
FineMark National Bank & Trust
Florida
$2.78M -$34.5K -302 -1%
MCA
259
MSH Capital Advisors
Arizona
$2.77M +$32.3K +283 +1%
BPA
260
Beacon Pointe Advisors
California
$2.77M +$28.1K +246 +1%
PA
261
Pinnacle Associates
New York
$2.74M -$1.71K -15 -0.1%
MPPLM
262
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.71M -$283K -2,477 -9%
BJL
263
Brighton Jones LLC
Washington
$2.71M -$41.3K -362 -2%
FNT
264
First National Trust
Pennsylvania
$2.71M +$799 +7 +0%
SA
265
Strategic Advocates
Utah
$2.7M +$96.8K +848 +4%
E
266
ETFidea
New York
$2.65M +$789K +6,916 +42%
Canada Pension Plan Investment Board
267
Canada Pension Plan Investment Board
Ontario, Canada
$2.63M – – –
HI
268
Harbour Investments
Wisconsin
$2.62M +$298K +2,610 +13%
BWA
269
Beam Wealth Advisors
Louisiana
$2.59M -$3.65K -32 -0.1%
I2I
270
Insight 2811 Inc
Illinois
$2.55M -$5.48K -48 -0.2%
IWC
271
Integrated Wealth Concepts
Massachusetts
$2.52M +$1.38M +12,072 +120%
AAS
272
Ameritas Advisory Services
Nebraska
$2.51M +$1.63M +14,775 +185%
BSW
273
Buckingham Strategic Wealth
Missouri
$2.5M -$24.3K -213 -1%
SCA
274
Stillwater Capital Advisors
Pennsylvania
$2.5M -$41K -359 -2%
NL
275
NWAM LLC
Washington
$2.43M +$2.25K +20 +0.1%
9 10
11
12 13