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 %
PA
451
Parallel Advisors
California
$1.1M +$2.28K +18 +0.2%
Legal & General Group
452
Legal & General Group
United Kingdom
$1.09M -$1.08M -8,552 -50%
YWM
453
Yardley Wealth Management
Pennsylvania
$1.07M +$806K +6,600 +300%
MA
454
MONECO Advisors
Connecticut
$1.06M +$32.1K +253 +3%
AWM
455
Atticus Wealth Management
Florida
$1.06M -$33.3K -263 -3%
AF
456
Allworth Financial
California
$1.05M +$3.79K +28 +0.4%
CSP
457
Cary Street Partners
Virginia
$1.03M +$1.03M +8,161 New
QAM
458
Q3 Asset Management
Michigan
$1.03M +$1.03M +8,095 New
CFO
459
Callan Family Office
Pennsylvania
$1.02M -$4.69K -37 -0.5%
CS
460
Capital Square
Tennessee
$1.02M -$15.5K -114 -1%
GA
461
GFS Advisors
Texas
$1.01M – – –
AFC
462
AFT Forsyth & Company
Florida
$1.01M +$127 +1 +0%
NC
463
Napatree Capital
Rhode Island
$1.01M -$65.4K -516 -6%
CWM
464
Calamos Wealth Management
Illinois
$1.01M – – –
SVWAG
465
Sound View Wealth Advisors Group
Georgia
$992K -$6.21K -49 -0.6%
R
466
Rebalance
California
$990K +$1.01K +8 +0.1%
WIM
467
WealthPlan Investment Management
Nebraska
$987K -$1.91M -15,086 -66%
CIA
468
Choate Investment Advisors
Massachusetts
$984K +$984K +7,760 New
TCA
469
Transcend Capital Advisors
New Jersey
$978K -$9.51K -75 -1%
LBC
470
Lowe Brockenbrough & Co
Virginia
$973K – – –
OWA
471
Octavia Wealth Advisors
Ohio
$959K -$29.5K -233 -3%
BFC
472
Bedel Financial Consulting
Indiana
$959K +$17.6K +128 +2%
BBA
473
BLB&B Advisors
Pennsylvania
$947K +$5.96K +47 +0.6%
CGPCS
474
Capital Group Private Client Services
California
$945K +$507 +4 +0.1%
MCA
475
Midwest Capital Advisors
Michigan
$937K +$937K +7,394 New
17 18
19
20 21