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 %
PPA
426
Pilgrim Partners Asia
Singapore
$1.25M +$1.25M +9,885 New
PWS
427
Proactive Wealth Strategies
Georgia
$1.24M +$12.5K +99 +1%
KP
428
Keel Point
Alabama
$1.24M +$147K +1,156 +13%
CFGS
429
Concourse Financial Group Securities
Alabama
$1.23M -$275K -2,033 -18%
GSEP
430
Golden State Equity Partners
California
$1.23M +$1.23M +9,675 New
WAP
431
Wealthcare Advisory Partners
Pennsylvania
$1.22M +$51.1K +403 +4%
FF
432
Friday Financial
Iowa
$1.22M +$1.22M +9,622 New
DWAM
433
Duncan Williams Asset Management
Tennessee
$1.22M +$60.6K +478 +5%
BIA
434
BHK Investment Advisors
Alabama
$1.21M -$19K -150 -2%
DDC
435
DF Dent & Co
Maryland
$1.19M +$1.19M +9,413 New
DAS
436
Dynamic Advisor Solutions
Arizona
$1.18M +$104K +817 +10%
CIA
437
Concurrent Investment Advisors
Florida
$1.18M +$127 +1 +0%
CAS
438
Coppell Advisory Solutions
Texas
$1.17M -$1.02M -7,993 -46%
RMCM
439
Reynders McVeigh Capital Management
Massachusetts
$1.17M -$177K -1,400 -13%
OGF
440
Orin Green Financial
California
$1.16M -$1.12M -9,510 Closed
LI
441
LMCG Investments
Massachusetts
$1.15M -$4.44K -35 -0.4%
RC
442
Rovin Capital
Arizona
$1.15M +$320K +2,521 +39%
EWM
443
EPG Wealth Management
Georgia
$1.15M -$507 -4 -0%
SWA
444
Strata Wealth Advisors
Texas
$1.14M – – –
PPW
445
PACK Private Wealth
Minnesota
$1.14M – – –
WMP
446
Wealth Management Partners
Arizona
$1.14M -$17.6K -139 -2%
BWM
447
Brickley Wealth Management
California
$1.14M -$3.68K -29 -0.3%
HAS
448
Holland Advisory Services
Florida
$1.13M +$1.01K +8 +0.1%
S
449
SignatureFD
Georgia
$1.13M +$55.9K +441 +5%
ECM
450
Evergreen Capital Management
Washington
$1.1M +$111K +872 +11%
16 17
18
19 20