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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,121 hedge funds and large institutions have $13B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 329 increasing their positions, 326 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+112
Holders Change %
+11.1%
% of All Funds
14.92%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.59%
New
168
Increased
329
Reduced
326
Closed
31
Calls
$10.7M
Puts
$1.71M
Net Calls
+$9.04M
Net Calls Change
+$2.65M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$920M
2
AIA
Angeles Investment Advisors
California
+$80.1M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$49.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.1M
5
FCBT
First Citizens Bank & Trust
North Carolina
+$46.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$61.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$29.3M
3
IAIM
International Assets Investment Management
Florida
-$27.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
251
WesBanco Bank
West Virginia
$3.4M -$5.58K -44 -0.2%
FCI
252
Financial Counselors Inc
Kansas
$3.38M +$593K +4,679 +21%
AWM
253
Avior Wealth Management
Nebraska
$3.38M +$213K +1,684 +7%
MWM
254
Meridian Wealth Management
Kentucky
$3.37M +$1.47M +11,592 +77%
JWM
255
JPL Wealth Management
Colorado
$3.32M +$3.32M +26,157 New
MCA
256
MSH Capital Advisors
Arizona
$3.26M -$67.8K -535 -2%
BCM
257
Becker Capital Management
Oregon
$3.19M -$16.9K -133 -0.5%
YIH
258
Y-Intercept (HK)
Hong Kong
$3.18M +$1.95M +15,350 +157%
WIA
259
Wealthedge Investment Advisors
New York
$3.18M +$3.18M +25,089 New
GT
260
Glenview Trust
Kentucky
$3.17M -$735K -5,798 -19%
TCWM
261
Total Clarity Wealth Management
Illinois
$3.17M -$1.66M -13,084 -34%
IWC
262
Integrated Wealth Concepts
Massachusetts
$3.16M +$1.73M +13,678 +122%
BFG
263
Bleakley Financial Group
New Jersey
$3.15M +$32.6K +257 +1%
PWCM
264
Processus Wealth & Capital Management
Tennessee
$3.15M -$72.6K -573 -2%
Allspring Global Investments
265
Allspring Global Investments
North Carolina
$3.06M +$907K +7,103 +42%
IFPG
266
Intrepid Financial Planning Group
Indiana
$3.04M -$208K -1,638 -6%
BPA
267
Beacon Pointe Advisors
California
$3.02M +$28K +221 +0.9%
AWS
268
Atria Wealth Solutions
New York
$3.01M +$169K +1,336 +6%
IPW
269
Intergy Private Wealth
Colorado
$3M +$176K +1,387 +6%
RG
270
Rathbones Group
United Kingdom
$2.96M +$213K +1,682 +8%
TVAMP
271
Tennessee Valley Asset Management Partners
Tennessee
$2.96M +$253K +1,998 +9%
PA
272
Pinnacle Associates
New York
$2.95M -$94.3K -744 -3%
LTL
273
Lowery Thomas LLC
California
$2.89M -$10K -79 -0.3%
OW
274
Olistico Wealth
Oklahoma
$2.89M +$134K +1,060 +5%
BWA
275
Beam Wealth Advisors
Louisiana
$2.88M -$65.3K -515 -2%
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