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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 %
HH
276
Hilltop Holdings
Texas
$2.86M +$2.18M +17,185 +318%
CICC
277
Capital Investment Counsel (Colorado)
Colorado
$2.84M +$282K +2,221 +11%
GCM
278
Geneva Capital Management
Wisconsin
$2.77M +$60.3K +476 +2%
AAS
279
Ameritas Advisory Services
Nebraska
$2.77M +$1.51M +11,896 +120%
EFS
280
Essex Financial Services
Connecticut
$2.76M -$14.8K -117 -0.5%
BIA
281
Biondo Investment Advisors
Pennsylvania
$2.74M +$85.3K +673 +3%
NL
282
NWAM LLC
Washington
$2.74M +$761 +6 +0%
UCFA
283
United Capital Financial Advisors
Texas
$2.71M -$93.3K -736 -3%
VW
284
Veridan Wealth
Oregon
$2.69M +$2.69M +20,036 New
MA
285
MCF Advisors
Kentucky
$2.63M -$7.73K -61 -0.3%
MFG
286
Merit Financial Group
Georgia
$2.63M +$2.38M +18,802 +950%
SF
287
Summit Financial
New Jersey
$2.63M -$1.03M -8,133 -28%
FPGK
288
Financial Partners Group (Kansas)
Kansas
$2.61M +$24K +189 +0.9%
GT
289
Glenmede Trust
Pennsylvania
$2.6M -$734K -5,790 -22%
RWP
290
RWA Wealth Partners
Massachusetts
$2.57M -$51.8K -409 -2%
BA
291
Ballew Advisors
Mississippi
$2.56M +$32.6K +257 +1%
BP
292
Broadleaf Partners
Ohio
$2.53M +$27K +213 +1%
HCM
293
HMS Capital Management
Tennessee
$2.52M +$190K +1,502 +8%
AWA
294
Arkadios Wealth Advisors
Georgia
$2.51M -$46.4K -366 -2%
AT
295
American Trust
Kentucky
$2.49M +$2.49M +19,646 New
BJL
296
Brighton Jones LLC
Washington
$2.44M -$573K -4,518 -19%
SCA
297
Stonebridge Capital Advisors
Minnesota
$2.41M -$399K -3,150 -14%
D
298
Dentgroup
Louisiana
$2.39M -$820K -6,468 -26%
NW
299
Naviter Wealth
Arkansas
$2.39M +$2.39M +18,819 New
SC
300
Sierra Capital
Florida
$2.36M +$253 +2 +0%
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12
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