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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 %
TPI
351
Trust Point Inc
Wisconsin
$1.76M – – –
Franklin Resources
352
Franklin Resources
California
$1.75M -$80.5K -635 -4%
GTAM
353
Global Trust Asset Management
Florida
$1.75M -$249K -1,963 -12%
LWA
354
Lifelong Wealth Advisors
Minnesota
$1.72M +$1.72M +13,573 New
ACM
355
Advisors Capital Management
New Jersey
$1.72M -$32.2K -254 -2%
GRP
356
Global Retirement Partners
California
$1.71M -$120K -943 -7%
TWM
357
Tradition Wealth Management
Minnesota
$1.71M -$12.7K -100 -0.7%
LI
358
LifeWealth Investments
Florida
$1.71M +$1.71M +13,476 New
RDFA
359
Ritter Daniher Financial Advisory
Ohio
$1.7M -$2.92K -23 -0.2%
Susquehanna International Group
360
Susquehanna International Group
Pennsylvania
$1.7M +$898K +7,087 +112%
TGAM
361
TBH Global Asset Management
Tennessee
$1.7M – – –
AA
362
Alesco Advisors
New York
$1.7M – – –
TNB
363
Thomasville National Bank
Georgia
$1.7M -$96.6K -762 -5%
FNBOO
364
First National Bank of Omaha
Nebraska
$1.68M -$57.5K -454 -3%
BCM
365
BTC Capital Management
Iowa
$1.64M – – –
OHWP
366
Oak Harbor Wealth Partners
North Carolina
$1.64M -$25.4K -200 -2%
AI
367
Atria Investments
North Carolina
$1.62M +$971K +7,662 +149%
AA
368
Ancora Advisors
Ohio
$1.62M +$6.34K +50 +0.4%
PIA
369
Perennial Investment Advisors
California
$1.62M +$2.41K +19 +0.1%
HCMT
370
Highland Capital Management (Tennessee)
Tennessee
$1.61M – – –
EE
371
EWG Elevate
California
$1.59M +$1.59M +12,549 New
BHBT
372
Burke & Herbert Bank & Trust
Virginia
$1.59M – – –
FFL
373
Financial Freedom LLC
Ohio
$1.59M -$7.35K -58 -0.5%
WSFS
374
Wilmington Savings Fund Society
Delaware
$1.59M +$397K +3,134 +33%
RB
375
Renasant Bank
Mississippi
$1.58M +$53.1K +419 +3%
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