IWP icon

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 %
EWA
401
ERTS Wealth Advisors
Michigan
$1.36M -$37.1K -293 -3%
CPIG
402
Chicago Partners Investment Group
Illinois
$1.36M -$68K -528 -5%
MMA
403
Miracle Mile Advisors
California
$1.36M -$83K -655 -6%
FWP
404
FAS Wealth Partners
Kansas
$1.36M -$20.9K -165 -2%
TC
405
TownSquare Capital
Utah
$1.36M +$20.7K +163 +2%
VOYA Investment Management
406
VOYA Investment Management
Georgia
$1.36M -$11.4M -89,605 -89%
UWM
407
USAdvisors Wealth Management
Minnesota
$1.35M -$2.81M -22,167 -67%
SG
408
StoneX Group
New York
$1.35M +$1.35M +10,676 New
SWA
409
Sax Wealth Advisors
New Jersey
$1.35M -$15.3K -121 -1%
CNBT
410
Canandaigua National Bank & Trust
New York
$1.35M – – –
PCA
411
Prosperity Capital Advisors
Ohio
$1.35M -$16.7K -132 -1%
CWM
412
Cranbrook Wealth Management
Michigan
$1.35M – – –
ODIJL
413
One Day In July LLC
Vermont
$1.34M +$4.06K +32 +0.3%
FT
414
Fiduciary Trust
Massachusetts
$1.34M +$91.6K +723 +7%
Macquarie Group
415
Macquarie Group
Australia
$1.33M +$1.33M +10,495 New
WKSWA
416
White Knight Strategic Wealth Advisors
New Jersey
$1.33M +$653K +5,149 +97%
JJBC
417
James J. Burns & Company
New York
$1.32M -$49K -387 -4%
CB
418
Cadence Bank
Mississippi
$1.31M -$464K -3,658 -26%
WT
419
Whittier Trust
California
$1.31M -$34.5K -272 -3%
PGAM
420
Princeton Global Asset Management
New Jersey
$1.29M -$46.1K -364 -3%
EIA
421
Eldridge Investment Advisors
New Hampshire
$1.28M – – –
MFG
422
MidWestOne Financial Group
Iowa
$1.27M -$32.8K -259 -3%
SSWM
423
Smith Salley Wealth Management
North Carolina
$1.27M – – –
KFI
424
Key Financial Inc
Pennsylvania
$1.26M -$5.32K -42 -0.4%
MWM
425
Mission Wealth Management
California
$1.26M – – –
15 16
17
18 19