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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 %
PFP
451
Paragon Financial Partners
California
$867K +$361K +3,160 +71%
GPA
452
Garrison Point Advisors
California
$856K – – –
CGPCS
453
Capital Group Private Client Services
California
$855K -$2.17K -19 -0.3%
HTC
454
Haverford Trust Company
Pennsylvania
$842K -$29.4K -258 -3%
RWP
455
Revolve Wealth Partners
New Jersey
$842K +$21.3K +187 +3%
PG
456
Patten Group
Tennessee
$837K +$45.1K +395 +6%
GT
457
Greenleaf Trust
Michigan
$837K -$3.65K -32 -0.4%
MA
458
Mutual Advisors
Nebraska
$835K -$289K -2,536 -26%
AF
459
Affiance Financial
Minnesota
$824K -$66.4K -582 -7%
WGCA
460
Wolf Group Capital Advisors
Virginia
$816K – – –
AA
461
Argent Advisors
Louisiana
$812K -$28.5K -250 -3%
LW
462
Linscomb Wealth
Texas
$808K -$5.25K -46 -0.6%
SFP
463
Sweet Financial Partners
Minnesota
$808K -$64.6K -566 -7%
VA
464
Valmark Advisers
Ohio
$808K -$13.9K -122 -2%
CT
465
Colonial Trust
South Carolina
$797K -$5.25K -46 -0.7%
HCA
466
Harbour Capital Advisors
Virginia
$796K – – –
RSWM
467
Robertson Stephens Wealth Management
California
$796K +$12.2K +107 +2%
FI
468
FWG Investments
Kentucky
$793K -$21.7K -190 -3%
WAP
469
Wealthcare Advisory Partners
Pennsylvania
$787K -$68.5K -600 -8%
RRA
470
Round Rock Advisors
Connecticut
$787K -$2.28K -20 -0.3%
EIP
471
Easterly Investment Partners
Massachusetts
$787K -$114 -1 -0%
GSIAS
472
Garden State Investment Advisory Services
New Jersey
$787K -$113 -1 -0%
CPSC
473
Carl P. Sherr & Co
Massachusetts
$786K -$76.9K -674 -9%
ATPW
474
Ashton Thomas Private Wealth
Arizona
$783K -$3.65K -32 -0.5%
CS
475
Capital Square
Tennessee
$783K +$783K +6,856 New
17 18
19
20 21