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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,031 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 317 increasing their positions, 352 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+24
Holders Change %
+2.38%
% of All Funds
14.94%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.62%
New
96
Increased
317
Reduced
352
Closed
57
Calls
$10.6M
Puts
$788K
Net Calls
+$9.86M
Net Calls Change
-$1.04M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$56.5M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$41.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$29.2M
5
FCBT
First Citizens Bank & Trust
North Carolina
+$24.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.24B
2
Bank of America
Bank of America
North Carolina
-$82.7M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$60.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.9M
5
CAM
Congress Asset Management
Massachusetts
-$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
426
Waypoint Capital Advisors
Minnesota
$966K – – –
AFG
427
Allegheny Financial Group
Pennsylvania
$962K -$227K -1,993 -19%
CSWM
428
Cassady Schiller Wealth Management
Ohio
$944K – – –
EWA
429
Etesian Wealth Advisors
Oregon
$936K – – –
EA
430
Eudaimonia Advisors
Tennessee
$924K +$59.7K +523 +7%
JJBC
431
James J. Burns & Company
New York
$915K -$347K -3,094 -27%
GA
432
GFS Advisors
Texas
$913K – – –
AFC
433
AFT Forsyth & Company
Florida
$912K +$2.4K +21 +0.3%
SVWAG
434
Sound View Wealth Advisors Group
Georgia
$911K -$4.45K -39 -0.5%
IWM
435
Iams Wealth Management
Nebraska
$909K +$909K +8,194 New
CWM
436
Calamos Wealth Management
Illinois
$907K – – –
SF
437
Summit Financial
New Jersey
$906K +$66.7K +584 +8%
TCA
438
Transcend Capital Advisors
New Jersey
$905K +$377K +3,304 +71%
SWM
439
Spire Wealth Management
Virginia
$904K +$39K +342 +5%
AF
440
Allworth Financial
California
$898K +$186K +1,628 +26%
LBC
441
Lowe Brockenbrough & Co
Virginia
$897K +$32.4K +284 +4%
RWM
442
Rockwood Wealth Management
Pennsylvania
$894K +$33.3K +292 +4%
R
443
Rebalance
California
$892K – – –
RIA
444
Regal Investment Advisors
Michigan
$883K -$588K -5,155 -40%
CAC
445
Certified Advisory Corp
Florida
$882K +$201K +1,762 +30%
MFGP
446
Marshall Financial Group (Pennsylvania)
Pennsylvania
$877K +$685 +6 +0.1%
BAM
447
Belpointe Asset Management
Nevada
$872K +$490K +4,292 +128%
MI
448
Moneywise Inc
Virginia
$871K +$550K +4,819 +172%
SAW
449
Signal Advisors Wealth
Michigan
$870K +$624K +5,469 +254%
BFC
450
Bedel Financial Consulting
Indiana
$869K +$8.79K +77 +1%
16 17
18
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