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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 %
SFG
301
Sage Financial Group
Pennsylvania
$1.93M -$74.3K -651 -4%
WSTAM
302
Wilbanks Smith & Thomas Asset Management
Virginia
$1.93M +$15.2K +133 +0.8%
SWM
303
Shakespeare Wealth Management
Wisconsin
$1.92M -$74.6K -654 -4%
GWM
304
Geneos Wealth Management
Colorado
$1.92M -$235K -2,055 -11%
NF
305
Nvest Financial
New Hampshire
$1.92M +$717K +6,280 +59%
SSB
306
Sandy Spring Bank
Maryland
$1.91M -$36.4K -319 -2%
NFG
307
Nadler Financial Group
Illinois
$1.9M – – –
Kayne Anderson Rudnick Investment Management
308
Kayne Anderson Rudnick Investment Management
California
$1.87M -$3.25M -28,497 -63%
RFWA
309
RPg Family Wealth Advisory
Massachusetts
$1.85M +$111K +974 +6%
Franklin Resources
310
Franklin Resources
California
$1.83M -$100K -880 -5%
CM
311
Castleark Management
Illinois
$1.83M – – –
SAM
312
Silvercrest Asset Management
New York
$1.83M +$217K +1,898 +13%
GRP
313
Global Retirement Partners
California
$1.82M -$293K -2,570 -14%
FCP
314
Fidelis Capital Partners
Florida
$1.8M -$50.5K -442 -3%
KP
315
Keel Point
Alabama
$1.8M +$121K +1,057 +7%
GSIS
316
Global Strategic Investment Solutions
Arizona
$1.79M +$24.1K +211 +1%
FIA
317
Foundations Investment Advisors
Arizona
$1.77M -$89.7K -786 -5%
BCM
318
Brookstone Capital Management
Illinois
$1.75M +$346K +3,035 +25%
MAM
319
MWA Asset Management
Massachusetts
$1.75M +$50.3K +441 +3%
FNBSF
320
First National Bank Sioux Falls
South Dakota
$1.75M – – –
TNB
321
Thomasville National Bank
Georgia
$1.73M -$44.2K -387 -2%
WWM
322
Western Wealth Management
Colorado
$1.73M -$25.3K -222 -1%
KWM
323
Kingsview Wealth Management
Oregon
$1.72M -$13.8K -121 -0.8%
FFA
324
First Foundation Advisors
California
$1.72M +$282K +2,467 +20%
BBHC
325
Brown Brothers Harriman & Co
New York
$1.69M +$1.3M +11,420 +334%
11 12
13
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