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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 %
HIA
301
Harbor Investment Advisory
Maryland
$2.34M -$95.1K -750 -4%
AF
302
Advisornet Financial
Minnesota
$2.33M -$1.59M -12,547 -41%
NF
303
Nvest Financial
New Hampshire
$2.31M -$9.51K -75 -0.4%
SAM
304
Strive Asset Management
Ohio
$2.24M +$2.24M +17,643 New
I2I
305
Insight 2811 Inc
Illinois
$2.22M -$31.7K -250 -1%
IAA
306
Independent Advisor Alliance
North Carolina
$2.2M +$2.2M +17,373 New
ANB
307
Amarillo National Bank
Texas
$2.2M -$76.8K -606 -3%
CAL
308
Capital Analysts LLC
Pennsylvania
$2.2M +$777K +6,132 +55%
CAC
309
Certified Advisory Corp
Florida
$2.16M +$330K +2,602 +18%
CFS
310
Commonwealth Financial Services
West Virginia
$2.12M +$2.12M +16,760 New
HGWM
311
Horst & Graben Wealth Management
Oregon
$2.11M -$181K -1,429 -8%
CA
312
Claro Advisors
Massachusetts
$2.11M -$2.03K -16 -0.1%
NFG
313
Nadler Financial Group
Illinois
$2.11M – – –
SAM
314
Silvercrest Asset Management
New York
$2.09M – – –
SFA
315
Sequoia Financial Advisors
Ohio
$2.08M -$26.9K -212 -1%
BIG
316
Builder Investment Group
Georgia
$2.07M – – –
GWM
317
Geneos Wealth Management
Colorado
$2.07M -$23.4K -185 -1%
SFG
318
Sage Financial Group
Pennsylvania
$2.06M -$53.9K -425 -3%
CM
319
Castleark Management
Illinois
$2.03M – – –
EWA
320
EverSource Wealth Advisors
Alabama
$2.02M -$177K -1,395 -8%
ASN
321
Advisory Services Network
Georgia
$2.01M +$368K +2,906 +22%
KCM
322
Kanawha Capital Management
Virginia
$2.01M -$19K -150 -0.9%
GSIS
323
Global Strategic Investment Solutions
Arizona
$1.99M +$507 +4 +0%
MAM
324
MWA Asset Management
Massachusetts
$1.97M +$7.99K +63 +0.4%
SSB
325
Sandy Spring Bank
Maryland
$1.97M -$36.6K -289 -2%
11 12
13
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