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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 %
RWG
276
Ratio Wealth Group
Colorado
$2.42M -$6.51K -57 -0.3%
Brown Advisory
277
Brown Advisory
Maryland
$2.41M -$407K -3,568 -14%
Natixis Advisors
278
Natixis Advisors
Massachusetts
$2.4M +$342K +2,996 +17%
FPGK
279
Financial Partners Group (Kansas)
Kansas
$2.39M -$40.4K -354 -2%
MA
280
MCF Advisors
Kentucky
$2.37M +$342 +3 +0%
RWP
281
RWA Wealth Partners
Massachusetts
$2.37M -$3.2K -28 -0.1%
IPW
282
Intergy Private Wealth
Colorado
$2.35M +$3.2K +28 +0.1%
FCI
283
Financial Counselors Inc
Kansas
$2.33M -$35.2K -308 -1%
BIA
284
Biondo Investment Advisors
Pennsylvania
$2.29M +$32.1K +281 +1%
SI
285
Saxon Interests
Texas
$2.29M -$3.31K -29 -0.1%
SC
286
Sierra Capital
Florida
$2.25M -$6.62K -58 -0.3%
BP
287
Broadleaf Partners
Ohio
$2.25M +$3.77K +33 +0.2%
Two Sigma Advisers
288
Two Sigma Advisers
New York
$2.24M -$1.23M -10,800 -36%
GTAM
289
Global Trust Asset Management
Florida
$2.19M +$46.2K +405 +2%
HGWM
290
Horst & Graben Wealth Management
Oregon
$2.18M -$171K -1,496 -7%
HIA
291
Harbor Investment Advisory
Maryland
$2.13M +$229K +2,004 +12%
TVAMP
292
Tennessee Valley Asset Management Partners
Tennessee
$2.09M -$1.94M -16,968 -48%
RG
293
Rathbones Group
United Kingdom
$2.09M +$352K +3,082 +20%
HCM
294
HMS Capital Management
Tennessee
$2.06M +$2.06M +18,056 New
OW
295
Olistico Wealth
Oklahoma
$2.06M +$115K +1,005 +6%
SFA
296
Sequoia Financial Advisors
Ohio
$2.04M -$1.06M -9,305 -34%
CASC
297
Coppell Advisory Solutions Corp
Texas
$2.01M +$2.01M +17,569 New
TRCT
298
Tower Research Capital (TRC)
New York
$1.96M +$1.95M +17,127 +428,175%
VCM
299
Virtue Capital Management
Tennessee
$1.95M -$1.84M -16,647 -49%
AUB
300
Atlantic Union Bankshares
Virginia
$1.94M -$107K -939 -5%
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