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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,004 hedge funds and large institutions have $10.1B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 310 increasing their positions, 339 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
-27
Holders Change %
-2.62%
% of All Funds
14.6%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
0.48%
New
67
Increased
310
Reduced
339
Closed
77
Calls
$7.01M
Puts
$154K
Net Calls
+$6.85M
Net Calls Change
-$3.01M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$689M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$82.8M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$22.5M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$465M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$41.7M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$471M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$14K
3
Goldman Sachs
3
Goldman Sachs
New York
$75.6M
4
AIA
4
Angeles Investment Advisors
California
$0
5
CA
5
CSM Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
451
Cassady Schiller Wealth Management
Ohio
$795K -$118K -1,068 -13%
RWP
452
Revolve Wealth Partners
New Jersey
$793K -$20.6K -187 -3%
SFPG
453
Stonebridge Financial Planning Group
Florida
$786K +$89.3K +809 +13%
ECM
454
Evergreen Capital Management
Washington
$786K +$80.6K +730 +11%
EW
455
Element Wealth
Mississippi
$785K +$244K +2,208 +45%
LW
456
Linscomb Wealth
Texas
$783K +$1.88K +17 +0.2%
VA
457
Valmark Advisers
Ohio
$781K +$221 +2 +0%
SFP
458
Sweet Financial Partners
Minnesota
$781K – – –
HCA
459
Harbour Capital Advisors
Virginia
$780K – – –
GSIAS
460
Garden State Investment Advisory Services
New Jersey
$765K -$110 -1 -0%
CPSC
461
Carl P. Sherr & Co
Massachusetts
$760K -$331 -3 -0%
RSWM
462
Robertson Stephens Wealth Management
California
$758K -$11.8K -107 -2%
AA
463
Argent Advisors
Louisiana
$757K -$27.6K -250 -4%
LB
464
Legacy Bridge
Iowa
$751K – – –
B
465
Bensler
Washington
$751K +$221 +2 +0%
ATPW
466
Ashton Thomas Private Wealth
Arizona
$750K -$7.28K -66 -1%
GWMIA
467
Global Wealth Management Investment Advisory
Florida
$749K +$43.8K +397 +6%
CT
468
Colonial Trust
South Carolina
$748K -$22.3K -202 -3%
RRA
469
Round Rock Advisors
Connecticut
$747K -$14.2K -129 -2%
HTC
470
Haverford Trust Company
Pennsylvania
$745K -$68.6K -622 -8%
VR
471
Valued Retirements
Texas
$731K +$429K +3,891 +142%
CFO
472
Callan Family Office
Pennsylvania
$726K +$189K +1,716 +35%
FUBT
473
First United Bank & Trust
Maryland
$724K – – –
FI
474
FWG Investments
Kentucky
$719K -$48.6K -440 -6%
EIP
475
Easterly Investment Partners
Massachusetts
$710K -$50.4K -457 -7%
17 18
19
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