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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,009 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 328 increasing their positions, 329 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.59%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.49%
New
72
Increased
328
Reduced
329
Closed
55
Calls
$7M
Puts
$610K
Net Calls
+$6.39M
Net Calls Change
-$461K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$104M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.3M
3
Ameriprise
Ameriprise
Minnesota
+$33.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$29.3M
5
CAM
Congress Asset Management
Massachusetts
+$23.8M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$87.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$80.1M
3
SFC
Strategic Financial Concepts
Texas
-$74.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.1M
5
Goldman Sachs
Goldman Sachs
New York
-$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
326
Tradition Wealth Management
Minnesota
$1.59M -$8.45K -72 -0.5%
RDFA
327
Ritter Daniher Financial Advisory
Ohio
$1.58M +$17.1K +146 +1%
TGAM
328
TBH Global Asset Management
Tennessee
$1.57M – – –
PPC
329
Park Place Capital
Alabama
$1.57M -$8.09K -69 -0.5%
AA
330
Alesco Advisors
New York
$1.57M – – –
OHWP
331
Oak Harbor Wealth Partners
North Carolina
$1.54M -$23.5K -200 -2%
IWM
332
IHT Wealth Management
Illinois
$1.52M -$2.95M -25,169 -66%
BCM
333
BTC Capital Management
Iowa
$1.52M – – –
AFG
334
Allegheny Financial Group
Pennsylvania
$1.52M -$12.3K -105 -0.8%
PCMC
335
Planning Capital Management Corporation
Pennsylvania
$1.51M +$796K +6,787 +111%
FIA
336
Foundations Investment Advisors
Arizona
$1.51M +$934K +7,966 +163%
PIA
337
Perennial Investment Advisors
California
$1.5M -$28.8K -246 -2%
AA
338
Ancora Advisors
Ohio
$1.49M – – –
GJIA
339
Glass Jacobson Investment Advisors
Maryland
$1.49M -$2.82K -24 -0.2%
HCMT
340
Highland Capital Management (Tennessee)
Tennessee
$1.49M -$52.8K -450 -3%
FFL
341
Financial Freedom LLC
Ohio
$1.47M -$3.87K -33 -0.3%
BHBT
342
Burke & Herbert Bank & Trust
Virginia
$1.47M -$42K -358 -3%
AL
343
Aspiriant LLC
California
$1.44M – – –
PFP
344
Paragon Financial Partners
California
$1.44M +$545K +4,643 +61%
PCIA
345
Prime Capital Investment Advisors
Kansas
$1.43M +$90.8K +774 +7%
1SB
346
1ST Source Bank
Indiana
$1.43M +$51.3K +437 +4%
ASN
347
Advisory Services Network
Georgia
$1.43M – – –
Wealthfront Advisers
348
Wealthfront Advisers
California
$1.42M +$72.1K +615 +5%
TFGT
349
TS Financial Group (TSFG)
Illinois
$1.42M -$217K -1,851 -13%
RB
350
Renasant Bank
Mississippi
$1.42M -$38.6K -329 -3%
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