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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 %
EW
551
Element Wealth
Mississippi
$560K +$125K +1,097 +29%
GF
552
Gries Financial
Ohio
$559K +$559K +4,900 New
GP
553
Girard Partners
Pennsylvania
$559K -$13.9K -122 -2%
CFO
554
Callan Family Office
Pennsylvania
$556K +$26.7K +234 +5%
AA
555
Aire Advisors
California
$551K +$228 +2 +0%
PCA
556
Providence Capital Advisors
North Carolina
$549K – – –
FA
557
FDx Advisors
Illinois
$548K -$11K -96 -2%
EW
558
Evoke Wealth
California
$544K +$544K +4,767 New
FIBT
559
First International Bank & Trust
North Dakota
$542K – – –
ESB
560
Essex Savings Bank
Connecticut
$539K – – –
FPW
561
Flagship Private Wealth
Massachusetts
$537K +$571 +5 +0.1%
CFG
562
Cooper Financial Group
California
$535K -$3.65K -32 -0.7%
PWP
563
Principle Wealth Partners
Connecticut
$533K – – –
WLPWM
564
Walled Lake Planning & Wealth Management
Illinois
$532K +$87K +762 +20%
MCA
565
Maryland Capital Advisors
Maryland
$531K – – –
JHCP
566
Jackson Hole Capital Partners
Oklahoma
$526K – – –
MFWP
567
Mosaic Family Wealth Partners
Missouri
$526K -$6.39K -56 -1%
VAF
568
Values Added Financial
District of Columbia
$525K – – –
PFA
569
Pure Financial Advisors
California
$522K +$98.6K +864 +23%
PS
570
Principal Securities
Iowa
$521K +$208K +1,826 +67%
PWMG
571
Prestige Wealth Management Group
New Jersey
$520K -$38.5K -337 -7%
Millennium Management
572
Millennium Management
New York
$518K -$3.91M -34,244 -88%
FFN
573
Focus Financial Network
Minnesota
$511K -$10.7M -100,549 -95%
OC
574
Oarsman Capital
Wisconsin
$510K +$68.1K +597 +15%
VDI
575
Vaughan David Investments
Illinois
$508K +$16.2K +142 +3%
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