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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,009 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 328 increasing their positions, 329 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.59%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.49%
New
72
Increased
328
Reduced
329
Closed
55
Calls
$7M
Puts
$610K
Net Calls
+$6.39M
Net Calls Change
-$461K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$104M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.3M
3
Ameriprise
Ameriprise
Minnesota
+$33.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$29.3M
5
CAM
Congress Asset Management
Massachusetts
+$23.8M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$87.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$80.1M
3
SFC
Strategic Financial Concepts
Texas
-$74.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.1M
5
Goldman Sachs
Goldman Sachs
New York
-$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
426
Evergreen Capital Management
Washington
$916K +$81.3K +693 +10%
R
427
Rebalance
California
$915K +$47.2K +402 +5%
OWA
428
Octavia Wealth Advisors
Ohio
$914K -$139K -1,185 -13%
TCA
429
Transcend Capital Advisors
New Jersey
$913K -$13.4K -114 -1%
AF
430
Allworth Financial
California
$906K +$469 +4 +0.1%
CSPIA
431
Cary Street Partners Investment Advisory
Virginia
$905K +$46.8K +399 +5%
MFGP
432
Marshall Financial Group (Pennsylvania)
Pennsylvania
$903K +$1.06K +9 +0.1%
LBC
433
Lowe Brockenbrough & Co
Virginia
$901K – – –
ABWM
434
Alpine Bank Wealth Management
Colorado
$896K +$896K +7,640 New
CS
435
Capital Square
Tennessee
$895K +$32.4K +276 +4%
CGPCS
436
Capital Group Private Client Services
California
$874K -$3.17K -27 -0.4%
BBA
437
BLB&B Advisors
Pennsylvania
$871K +$13.6K +116 +2%
GPA
438
Garrison Point Advisors
California
$868K -$11.7K -100 -1%
GT
439
Greenleaf Trust
Michigan
$860K – – –
Principal Financial Group
440
Principal Financial Group
Iowa
$856K -$1.85M -15,800 -68%
WI
441
Wedgewood Investors
Pennsylvania
$850K -$35.8K -305 -4%
HCA
442
Harbour Capital Advisors
Virginia
$849K – – –
EW
443
Element Wealth
Mississippi
$847K +$13.5K +115 +2%
AF
444
Affiance Financial
Minnesota
$847K – – –
CSWM
445
Cassady Schiller Wealth Management
Ohio
$845K – – –
RWP
446
Revolve Wealth Partners
New Jersey
$843K – – –
VA
447
Valmark Advisers
Ohio
$842K +$12K +102 +1%
LW
448
Linscomb Wealth
Texas
$832K – – –
SFP
449
Sweet Financial Partners
Minnesota
$830K – – –
VR
450
Valued Retirements
Texas
$830K +$53.1K +453 +7%
16 17
18
19 20