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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 %
HTC
501
Haverford Trust Company
Pennsylvania
$856K – – –
WIA
502
World Investment Advisors
California
$854K +$474K +3,737 +125%
NCM
503
Next Capital Management
New York
$851K – – –
CSWM
504
Cassady Schiller Wealth Management
Ohio
$851K -$62.1K -490 -7%
SFPG
505
Stonebridge Financial Planning Group
Florida
$850K -$6.97K -55 -0.8%
GSIAS
506
Garden State Investment Advisory Services
New Jersey
$847K – – –
CTC
507
Central Trust Company
Missouri
$843K – – –
QCM
508
QRG Capital Management
Illinois
$842K -$17.4K -137 -2%
CWM
509
Cahaba Wealth Management
Georgia
$839K -$9.38K -74 -1%
FUBT
510
First United Bank & Trust
Maryland
$827K -$4.44K -35 -0.5%
EIP
511
Easterly Investment Partners
Massachusetts
$816K – – –
SEIA
512
Signature Estate & Investment Advisors
California
$816K – – –
WGCA
513
Wolf Group Capital Advisors
Virginia
$816K – – –
HWA
514
Heritage Wealth Advisors
Virginia
$816K – – –
SMA
515
Sage Mountain Advisors
Georgia
$813K +$361K +2,848 +80%
AWM
516
Apollon Wealth Management
South Carolina
$812K +$452K +3,569 +126%
CT
517
Colonial Trust
South Carolina
$810K -$2.28K -18 -0.3%
AUB
518
Atlantic Union Bankshares
Virginia
$810K – – –
PWW
519
Pettyjohn Wood & White
Virginia
$809K – – –
AFWM
520
AMJ Financial Wealth Management
Virginia
$806K +$370K +2,918 +85%
NFC
521
Northeast Financial Consultants
Connecticut
$802K – – –
WA
522
Wealth Alliance
New York
$802K +$464K +3,662 +137%
GWSA
523
Global Wealth Strategies & Associates
Colorado
$796K -$2.66K -21 -0.3%
FB
524
Fulton Bank
Pennsylvania
$794K – – –
GC
525
Guidance Capital
Kentucky
$793K -$15.2K -112 -2%
19 20
21
22 23