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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
CA
5
CSM Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOO
326
First National Bank of Omaha
Nebraska
$1.52M +$50.1K +454 +3%
TWM
327
Tradition Wealth Management
Minnesota
$1.51M -$27.5K -249 -2%
ACM
328
Advisors Capital Management
New Jersey
$1.51M -$50.3K -456 -3%
VFA
329
Valeo Financial Advisors
Indiana
$1.49M +$6.4K +58 +0.4%
PPC
330
Park Place Capital
Alabama
$1.49M +$8.5K +77 +0.6%
TGAM
331
TBH Global Asset Management
Tennessee
$1.48M -$79.2K -718 -5%
AA
332
Alesco Advisors
New York
$1.48M -$99.3K -900 -6%
BA
333
Ballew Advisors
Mississippi
$1.47M +$38.2K +336 +3%
OHWP
334
Oak Harbor Wealth Partners
North Carolina
$1.47M – – –
RDFA
335
Ritter Daniher Financial Advisory
Ohio
$1.47M -$14.5K -131 -1%
HCMT
336
Highland Capital Management (Tennessee)
Tennessee
$1.45M -$331 -3 -0%
AFG
337
Allegheny Financial Group
Pennsylvania
$1.44M +$508K +4,601 +55%
PIA
338
Perennial Investment Advisors
California
$1.44M -$2.32K -21 -0.2%
BCM
339
BTC Capital Management
Iowa
$1.43M – – –
ASN
340
Advisory Services Network
Georgia
$1.43M +$264K +2,390 +23%
BHBT
341
Burke & Herbert Bank & Trust
Virginia
$1.42M +$1.42M +12,882 New
AA
342
Ancora Advisors
Ohio
$1.41M – – –
GJIA
343
Glass Jacobson Investment Advisors
Maryland
$1.4M +$110 +1 +0%
FFL
344
Financial Freedom LLC
Ohio
$1.39M -$5.74K -52 -0.4%
AllianceBernstein
345
AllianceBernstein
Tennessee
$1.39M +$66.4K +602 +5%
AWA
346
Arkadios Wealth Advisors
Georgia
$1.39M +$167K +1,512 +14%
RB
347
Renasant Bank
Mississippi
$1.37M -$6.07K -55 -0.4%
AL
348
Aspiriant LLC
California
$1.36M – – –
AUB
349
Atlantic Union Bankshares
Virginia
$1.36M -$515K -4,665 -27%
CT
350
Clearstead Trust
Maine
$1.35M -$150K -1,359 -10%
12 13
14
15 16