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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 %
OC
526
Oarsman Capital
Wisconsin
$791K +$53.7K +424 +7%
AP
527
Appleton Partners
Massachusetts
$789K – – –
SFC
528
Strategic Financial Concepts
Texas
$783K +$36.9K +291 +5%
NB
529
NBT Bank
New York
$779K – – –
FA
530
Financial Alternatives
California
$778K – – –
WLPWM
531
Walled Lake Planning & Wealth Management
Illinois
$777K +$46.3K +365 +6%
IC
532
IEQ Capital
California
$776K +$776K +6,122 New
RCM
533
Richardson Capital Management
Wisconsin
$776K – – –
Jane Street
534
Jane Street
New York
$765K -$72.6K -573 -9%
VCM
535
Viewpoint Capital Management
Washington
$761K – – –
PPP
536
Private Portfolio Partners
New Jersey
$760K – – –
PFA
537
Pathway Financial Advisors
Vermont
$754K – – –
GT
538
Greenleaf Trust
Michigan
$745K -$184K -1,450 -20%
MFG
539
Magnus Financial Group
New York
$744K +$253 +2 +0%
LIM
540
Leavell Investment Management
Alabama
$741K -$12K -95 -2%
BWA
541
BlueSky Wealth Advisors
North Carolina
$741K – – –
HWM
542
HB Wealth Management
Georgia
$741K +$9.76K +77 +1%
BAM
543
Belpointe Asset Management
Nevada
$740K +$104K +910 +16%
ABC
544
Associated Banc-Corp
Wisconsin
$733K -$887 -7 -0.1%
SFO
545
Standard Family Office
South Dakota
$732K – – –
IAG
546
Investmark Advisory Group
Connecticut
$727K +$12.6K +99 +2%
OIA
547
OneDigital Investment Advisors
Kansas
$726K +$49.7K +392 +7%
PWM
548
Perigon Wealth Management
California
$725K -$19.1K -145 -3%
DT
549
Diversified Trust
Tennessee
$723K +$37.4K +295 +5%
MCM
550
Manchester Capital Management
Vermont
$722K – – –
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