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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,009 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 328 increasing their positions, 329 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.59%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.49%
New
72
Increased
328
Reduced
329
Closed
55
Calls
$7M
Puts
$610K
Net Calls
+$6.39M
Net Calls Change
-$461K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$104M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.3M
3
Ameriprise
Ameriprise
Minnesota
+$33.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$29.3M
5
CAM
Congress Asset Management
Massachusetts
+$23.8M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$87.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$80.1M
3
SFC
Strategic Financial Concepts
Texas
-$74.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.1M
5
Goldman Sachs
Goldman Sachs
New York
-$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
551
Evoke Wealth
California
$559K +$559K +4,767 New
BP
552
Ballentine Partners
Massachusetts
$558K – – –
FIBT
553
First International Bank & Trust
North Dakota
$557K – – –
FI
554
Financial Insights
Washington
$551K +$33.9K +289 +7%
PWP
555
Principle Wealth Partners
Connecticut
$548K – – –
FIM
556
Freedom Investment Management
Connecticut
$548K -$64.7K -552 -11%
MCA
557
Maryland Capital Advisors
Maryland
$546K – – –
TCOV
558
Trust Company of Vermont
Vermont
$545K +$29.9K +255 +6%
JHCP
559
Jackson Hole Capital Partners
Oklahoma
$540K – – –
VAF
560
Values Added Financial
District of Columbia
$540K – – –
PFA
561
Pure Financial Advisors
California
$540K +$7.16K +61 +1%
TWP
562
Total Wealth Planning
Ohio
$538K +$117 +1 +0%
PWMG
563
Prestige Wealth Management Group
New Jersey
$534K – – –
GS
564
GTS Securities
New York
$525K +$525K +4,479 New
LRPA
565
L. Roy Papp & Associates
Arizona
$520K +$235 +2 +0%
SIA
566
Stegner Investment Associates
Kentucky
$517K – – –
EDRH
567
Edmond de Rothschild Holding
Switzerland
$515K – – –
TRIA
568
Trail Ridge Investment Advisors
Colorado
$514K – – –
JSW
569
Journey Strategic Wealth
New Jersey
$513K +$119K +1,013 +30%
FLPIM
570
F.L. Putnam Investment Management
Massachusetts
$508K -$1.06K -9 -0.2%
MFWP
571
Mosaic Family Wealth Partners
Missouri
$504K -$21.1K -180 -4%
LCM
572
Liberty Capital Management
Michigan
$503K -$1.17K -10 -0.2%
SWA
573
Stratos Wealth Advisors
Ohio
$500K -$36K -307 -7%
MOS
574
MGO One Seven
Ohio
$498K +$74.5K +635 +18%
LFAS
575
Level Four Advisory Services
Texas
$498K -$119 -1 -0%
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23
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