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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 %
PCA
401
Prosperity Capital Advisors
Ohio
$1.04M +$380K +3,441 +58%
CIA
402
Concurrent Investment Advisors
Florida
$1.03M +$98.3K +891 +11%
BWM
403
Brickley Wealth Management
California
$1.03M -$5.52K -50 -0.5%
WMP
404
Wealth Management Partners
Arizona
$1.03M -$28.5K -258 -3%
AWM
405
Atticus Wealth Management
Florida
$1.02M -$173K -1,564 -15%
KP
406
Keel Point
Alabama
$1.01M -$715K -6,530 -42%
LI
407
LMCG Investments
Massachusetts
$1M – – –
SWA
408
Strata Wealth Advisors
Texas
$997K – – –
PPW
409
PACK Private Wealth
Minnesota
$997K – – –
OWA
410
Octavia Wealth Advisors
Ohio
$991K -$183K -1,661 -16%
HAS
411
Holland Advisory Services
Florida
$990K +$883 +8 +0.1%
PA
412
Parallel Advisors
California
$975K +$18.1K +164 +2%
WAP
413
Wealthcare Advisory Partners
Pennsylvania
$955K +$193K +1,753 +25%
RJT
414
Raymond James Trust
Florida
$954K -$26.8K -243 -3%
WSFS
415
Wilmington Savings Fund Society
Delaware
$947K – – –
WCA
416
Waypoint Capital Advisors
Minnesota
$934K – – –
S
417
SignatureFD
Georgia
$931K -$12.9K -117 -1%
CAS
418
Coppell Advisory Solutions
Texas
$914K +$914K +8,283 New
EWA
419
Etesian Wealth Advisors
Oregon
$905K – – –
DAS
420
Dynamic Advisor Solutions
Arizona
$896K -$44.5K -403 -5%
NCM
421
Next Capital Management
New York
$892K +$160K +1,484 +22%
NS
422
NBC Securities
Alabama
$887K -$55.1K -499 -6%
GA
423
GFS Advisors
Texas
$883K -$6.24M -7,008 -88%
AFC
424
AFT Forsyth & Company
Florida
$882K +$110 +1 +0%
SVWAG
425
Sound View Wealth Advisors Group
Georgia
$880K – – –
15 16
17
18 19