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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 %
RWP
476
Revolve Wealth Partners
New Jersey
$934K +$23.1K +182 +3%
DFG
477
Dynamic Financial Group
Iowa
$928K +$928K +7,322 New
HCA
478
Harbour Capital Advisors
Virginia
$923K – – –
MYIA
479
Mount Yale Investment Advisors
Colorado
$922K +$617K +4,871 +203%
GPA
480
Garrison Point Advisors
California
$919K -$19K -150 -2%
WI
481
Wedgewood Investors
Pennsylvania
$919K – – –
VR
482
Valued Retirements
Texas
$916K +$19.4K +153 +2%
AF
483
Affiance Financial
Minnesota
$915K – – –
PS
484
Principal Securities
Iowa
$909K +$155K +1,225 +21%
HT
485
Headlands Technologies
Illinois
$907K +$905K +7,142 +59,517%
LW
486
Linscomb Wealth
Texas
$900K – – –
LCWP
487
Legacy Capital Wealth Partners
Arkansas
$898K +$898K +7,083 New
MFGP
488
Marshall Financial Group (Pennsylvania)
Pennsylvania
$896K -$79.1K -624 -8%
DCM
489
Delta Capital Management
New Jersey
$887K +$887K +7,000 New
VA
490
Valmark Advisers
Ohio
$884K -$26.4K -208 -3%
ATPW
491
Ashton Thomas Private Wealth
Arizona
$876K +$14.8K +117 +2%
LKWM
492
Lee-Kelleher Wealth Management
Maryland
$873K +$873K +6,885 New
RT
493
Rockland Trust
Massachusetts
$872K +$1.65K +13 +0.2%
CCMG
494
Clark Capital Management Group
Pennsylvania
$869K +$417K +3,286 +92%
LB
495
Legacy Bridge
Iowa
$863K – – –
B
496
Bensler
Washington
$863K +$253 +2 +0%
BPC
497
Bearing Point Capital
Minnesota
$860K +$860K +6,783 New
GFP
498
Gryphon Financial Partners
Ohio
$859K +$24.5K +193 +3%
RRA
499
Round Rock Advisors
Connecticut
$858K – – –
NFG
500
Nations Financial Group
Iowa
$856K -$12.2K -96 -1%
18 19
20
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