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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,004 hedge funds and large institutions have $10.1B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 310 increasing their positions, 339 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
-27
Holders Change %
-2.62%
% of All Funds
14.6%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
0.48%
New
67
Increased
310
Reduced
339
Closed
77
Calls
$7.01M
Puts
$154K
Net Calls
+$6.85M
Net Calls Change
-$3.01M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$689M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$82.8M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$22.5M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$465M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$41.7M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$471M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$14K
3
Goldman Sachs
3
Goldman Sachs
New York
$75.6M
4
AIA
4
Angeles Investment Advisors
California
$0
5
NRA
5
NSI Retail Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
MCF Advisors
Kentucky
$2.31M +$12.2K +111 +0.5%
RWP
277
RWA Wealth Partners
Massachusetts
$2.3M +$5.63K +51 +0.2%
FPGK
278
Financial Partners Group (Kansas)
Kansas
$2.29M -$22.3K -202 -1%
BIA
279
Biondo Investment Advisors
Pennsylvania
$2.27M +$51.9K +470 +2%
EFS
280
Essex Financial Services
Connecticut
$2.26M +$725K +6,736 +47%
RG
281
Rathbones Group
United Kingdom
$2.23M +$211K +1,910 +10%
EWA
282
EverSource Wealth Advisors
Alabama
$2.16M +$965K +8,695 +81%
BP
283
Broadleaf Partners
Ohio
$2.13M -$41.6K -377 -2%
GTAM
284
Global Trust Asset Management
Florida
$2.1M -$16.6K -150 -0.8%
OW
285
Olistico Wealth
Oklahoma
$2.09M +$103K +932 +5%
Kayne Anderson Rudnick Investment Management
286
Kayne Anderson Rudnick Investment Management
California
$2.06M +$251K +2,279 +14%
HIA
287
Harbor Investment Advisory
Maryland
$2.06M – – –
HGWM
288
Horst & Graben Wealth Management
Oregon
$2.06M -$50.2K -455 -2%
TVAMP
289
Tennessee Valley Asset Management Partners
Tennessee
$2.05M +$29.2K +265 +1%
SC
290
Sierra Capital
Florida
$2.05M -$125K -1,135 -6%
I2I
291
Insight 2811 Inc
Illinois
$2.01M -$450K -4,080 -18%
HCM
292
HMS Capital Management
Tennessee
$1.99M -$221 -2 -0%
NF
293
Nvest Financial
New Hampshire
$1.9M +$44.8K +406 +2%
SFA
294
Sequoia Financial Advisors
Ohio
$1.89M -$74.5K -675 -4%
CA
295
Claro Advisors
Massachusetts
$1.89M -$1.02M -9,240 -35%
HH
296
Hilltop Holdings
Texas
$1.87M -$2.28M -20,685 -55%
D.E. Shaw & Co
297
D.E. Shaw & Co
New York
$1.84M +$1.84M +16,710 New
SFG
298
Sage Financial Group
Pennsylvania
$1.84M -$24.3K -220 -1%
NFG
299
Nadler Financial Group
Illinois
$1.83M – – –
GWM
300
Geneos Wealth Management
Colorado
$1.83M -$33.7K -305 -2%
10 11
12
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