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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 %
WKSWA
526
White Knight Strategic Wealth Advisors
New Jersey
$628K – – –
NFG
527
Nations Financial Group
Iowa
$628K +$228 +2 +0%
OFG
528
Oxford Financial Group
Indiana
$623K -$3.65K -32 -0.6%
SHJ
529
Sharkey, Howes & Javer
Colorado
$621K – – –
AIM
530
Allen Investment Management
New York
$621K – – –
BP
531
Ballentine Partners
Massachusetts
$620K -$8.79K -77 -1%
CWM
532
Cornerstone Wealth Management
Missouri
$619K +$12.1K +106 +2%
RPC
533
Rossmore Private Capital
Connecticut
$617K -$26.3K -230 -4%
RTL
534
Red Tortoise LLC
Georgia
$607K -$799 -7 -0.1%
NB
535
Nicolet Bankshares
Wisconsin
$606K +$606K +5,305 New
ABC
536
Associated Banc-Corp
Wisconsin
$604K – – –
WP
537
WealthPLAN Partners
Nebraska
$601K – – –
IAG
538
Investmark Advisory Group
Connecticut
$595K +$7.19K +63 +1%
MM
539
Meridian Management
Arkansas
$594K – – –
B
540
Bailard
California
$593K – – –
CCAL
541
City Center Advisors LLC
Michigan
$587K +$587K +5,145 New
OL
542
Owen LaRue
Kentucky
$585K -$97.3K -852 -14%
HF
543
Halpern Financial
Virginia
$583K – – –
TC
544
Trilogy Capital
California
$583K -$121K -1,056 -17%
V
545
ViaWealth
Kansas
$581K – – –
WTC
546
WhitTier Trust Company
Nevada
$579K – – –
GC
547
Gilbert & Cook
Iowa
$575K +$7.65K +67 +1%
CWM
548
Chicago Wealth Management
Illinois
$575K – – –
MCM
549
Manchester Capital Management
Vermont
$572K – – –
LFAS
550
Level Four Advisory Services
Texas
$561K – – –
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