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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
+$41.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$29.2M
5
FCBT
First Citizens Bank & Trust
North Carolina
+$24.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.24B
2
Bank of America
Bank of America
North Carolina
-$82.7M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$60.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.9M
5
CAM
Congress Asset Management
Massachusetts
-$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
326
Graypoint LLC
New York
$1.69M – – –
MWM
327
Meridian Wealth Management
Kentucky
$1.66M +$66.8K +585 +4%
AA
328
Alesco Advisors
New York
$1.63M – – –
EFS
329
Essex Financial Services
Connecticut
$1.63M +$253K +2,216 +18%
TFGT
330
TS Financial Group (TSFG)
Illinois
$1.63M -$634K -5,558 -28%
DWMS
331
Dominguez Wealth Management Solutions
Virginia
$1.62M +$35K +307 +2%
TGAM
332
TBH Global Asset Management
Tennessee
$1.61M -$3.42K -30 -0.2%
ACM
333
Advisors Capital Management
New Jersey
$1.61M +$20K +175 +1%
RCAG
334
Rehmann Capital Advisory Group
Michigan
$1.6M -$49.9K -437 -3%
TPI
335
Trust Point Inc
Wisconsin
$1.59M -$5.02K -44 -0.3%
1SB
336
1ST Source Bank
Indiana
$1.59M +$611K +5,355 +62%
TWM
337
Tradition Wealth Management
Minnesota
$1.59M +$1.59M +13,919 New
FNBOO
338
First National Bank of Omaha
Nebraska
$1.56M -$58.4K -497 -4%
Legal & General Group
339
Legal & General Group
United Kingdom
$1.56M +$1.07M +9,370 +219%
CT
340
Clearstead Trust
Maine
$1.55M – – –
Jane Street
341
Jane Street
New York
$1.54M +$202K +1,772 +15%
RDFA
342
Ritter Daniher Financial Advisory
Ohio
$1.53M -$19.7K -173 -1%
PPC
343
Park Place Capital
Alabama
$1.53M -$279K -2,448 -15%
OHWP
344
Oak Harbor Wealth Partners
North Carolina
$1.52M – – –
HCMT
345
Highland Capital Management (Tennessee)
Tennessee
$1.5M -$11.4K -100 -0.8%
FPAS
346
Focus Partners Advisor Solutions
Missouri
$1.5M +$1.11M +9,724 +286%
PIA
347
Perennial Investment Advisors
California
$1.49M -$15.9K -139 -1%
BCM
348
BTC Capital Management
Iowa
$1.48M +$1.48M +12,946 New
SFG
349
Summit Financial Group
West Virginia
$1.47M – – –
VFA
350
Valeo Financial Advisors
Indiana
$1.46M +$20K +184 +1%
12 13
14
15 16