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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,004 hedge funds and large institutions have $10.1B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 310 increasing their positions, 339 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
-27
Holders Change %
-2.62%
% of All Funds
14.6%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
0.48%
New
67
Increased
310
Reduced
339
Closed
77
Calls
$7.01M
Puts
$154K
Net Calls
+$6.85M
Net Calls Change
-$3.01M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$689M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$82.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$22.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$465M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$41.7M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$471M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$14K
3
Goldman Sachs
Goldman Sachs
New York
$75.6M
4
AIA
Angeles Investment Advisors
California
$0
5
CA
CSM Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
551
Aire Advisors
California
$532K +$331 +3 +0.1%
FPW
552
Flagship Private Wealth
Massachusetts
$531K +$11.8K +107 +2%
PCA
553
Providence Capital Advisors
North Carolina
$531K – – –
TWP
554
Total Wealth Planning
Ohio
$529K -$121K -1,047 -19%
MWA
555
Midland Wealth Advisors
Illinois
$527K +$190K +1,723 +57%
BAM
556
Belpointe Asset Management
Nevada
$526K -$317K -2,874 -38%
BP
557
Ballentine Partners
Massachusetts
$525K -$74.4K -674 -12%
FIBT
558
First International Bank & Trust
North Dakota
$524K – – –
PWP
559
Principle Wealth Partners
Connecticut
$515K – – –
MCA
560
Maryland Capital Advisors
Maryland
$514K – – –
JHCP
561
Jackson Hole Capital Partners
Oklahoma
$508K – – –
VAF
562
Values Added Financial
District of Columbia
$508K – – –
SWA
563
Stratos Wealth Advisors
Ohio
$504K +$153K +1,388 +44%
PWMG
564
Prestige Wealth Management Group
New Jersey
$502K – – –
PFA
565
Pure Financial Advisors
California
$501K -$3.53K -32 -0.7%
FB
566
Fulton Bank
Pennsylvania
$501K +$501K +4,538 New
MFWP
567
Mosaic Family Wealth Partners
Missouri
$494K -$14.6K -132 -3%
HGERS
568
Householder Group Estate & Retirement Specialist
Arizona
$490K +$8.37K +76 +2%
LRPA
569
L. Roy Papp & Associates
Arizona
$490K +$50.9K +461 +12%
FI
570
Financial Insights
Washington
$487K – – –
OC
571
Oarsman Capital
Wisconsin
$486K -$6.4K -58 -1%
SIA
572
Stegner Investment Associates
Kentucky
$486K – – –
EDRH
573
Edmond de Rothschild Holding
Switzerland
$485K +$45.4K +411 +10%
TCOV
574
Trust Company of Vermont
Vermont
$484K – – –
DC
575
Davenport & Co
Virginia
$481K +$1.66K +15 +0.3%
21 22
23
24 25