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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 %
IWM
376
IHT Wealth Management
Illinois
$1.57M -$71.4K -563 -4%
1SB
377
1ST Source Bank
Indiana
$1.57M +$21.9K +173 +1%
AL
378
Aspiriant LLC
California
$1.56M – – –
ET
379
Equitable Trust
Tennessee
$1.54M +$1.54M +12,174 New
GSWM
380
Golden State Wealth Management
California
$1.54M +$1.54M +12,168 New
PSB
381
Passumpsic Savings Bank
Vermont
$1.54M +$9.63K +76 +0.6%
TFGT
382
TS Financial Group (TSFG)
Illinois
$1.53M -$5.07K -40 -0.3%
PCH
383
PGIM Custom Harvest
New Jersey
$1.52M – – –
TRCT
384
Tower Research Capital (TRC)
New York
$1.51M +$1.51M +11,901 New
LSA
385
Lion Street Advisors
Texas
$1.51M -$17.5K -138 -1%
PTC
386
Private Trust Company
Ohio
$1.5M +$57K +450 +4%
FIA
387
Foundations Investment Advisors
Arizona
$1.49M -$135K -1,069 -8%
VVP
388
Venture Visionary Partners
Ohio
$1.48M -$4.56K -36 -0.3%
SWM
389
Spire Wealth Management
Virginia
$1.46M +$465K +3,666 +47%
GJIA
390
Glass Jacobson Investment Advisors
Maryland
$1.46M -$151K -1,190 -9%
WH
391
Willner & Heller
California
$1.44M +$29.4K +232 +2%
VCM
392
Virtue Capital Management
Tennessee
$1.44M +$1.44M +11,328 New
CT
393
Clearstead Trust
Maine
$1.43M – – –
FFS
394
Founders Financial Securities
Maryland
$1.43M +$1.03M +8,121 +258%
BFS
395
Bradley Foster & Sargent
Connecticut
$1.43M +$48.4K +382 +4%
PCIA
396
Prime Capital Investment Advisors
Kansas
$1.42M -$129K -1,017 -8%
TMWM
397
Taylor & Morgan Wealth Management
Michigan
$1.41M -$32.2K -254 -2%
AG
398
AlTi Global
New York
$1.41M – – –
LGG
399
Luts & Greenleigh Group
Maryland
$1.41M -$1.01K -8 -0.1%
SCA
400
Stillwater Capital Advisors
Pennsylvania
$1.36M -$21.8K -172 -2%
14 15
16
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