IWP icon

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 %
NCM
476
Next Capital Management
New York
$777K – – –
LB
477
Legacy Bridge
Iowa
$777K – – –
AFWM
478
AMJ Financial Wealth Management
Virginia
$777K +$554K +4,856 +249%
B
479
Bensler
Washington
$776K -$91.2K -799 -11%
RFG
480
REAP Financial Group
Texas
$764K -$59.5K -521 -7%
ES
481
Eagle Strategies
New York
$755K -$2.47M -21,626 -77%
FUBT
482
First United Bank & Trust
Maryland
$749K -$2.28K -20 -0.3%
HWA
483
Heritage Wealth Advisors
Virginia
$734K – – –
FA
484
Financial Alternatives
California
$733K – – –
MFG
485
Magnus Financial Group
New York
$733K +$342 +3 +0%
ECM
486
Evergreen Capital Management
Washington
$729K +$52.5K +460 +8%
GWMIA
487
Global Wealth Management Investment Advisory
Florida
$729K -$62.8K -550 -8%
RT
488
Rockland Trust
Massachusetts
$728K -$26K -228 -3%
NFC
489
Northeast Financial Consultants
Connecticut
$728K – – –
GWSA
490
Global Wealth Strategies & Associates
Colorado
$727K -$22.6K -198 -3%
DT
491
Diversified Trust
Tennessee
$726K +$308K +2,698 +74%
SFPG
492
Stonebridge Financial Planning Group
Florida
$721K +$75.7K +663 +12%
CSPIA
493
Cary Street Partners Investment Advisory
Virginia
$719K – – –
CBFP
494
Cedar Brook Financial Partners
Ohio
$708K – – –
SC
495
SouthState Corp
Florida
$706K +$8.45K +74 +1%
NB
496
NBT Bank
New York
$702K – – –
RCM
497
Richardson Capital Management
Wisconsin
$698K +$698K +6,119 New
LMKC
498
L.M. Kohn & Company
Ohio
$694K -$685 -6 -0.1%
PPP
499
Private Portfolio Partners
New Jersey
$693K +$11.2K +98 +2%
AP
500
Appleton Partners
Massachusetts
$688K -$11.4K -100 -2%
18 19
20
21 22