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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 %
FI
576
Financial Insights
Washington
$503K -$33.4K -293 -6%
SIA
577
Stegner Investment Associates
Kentucky
$503K – – –
TCOV
578
Trust Company of Vermont
Vermont
$501K – – –
HGERS
579
Householder Group Estate & Retirement Specialist
Arizona
$499K +$33.4K +293 +7%
DC
580
Davenport & Co
Virginia
$496K -$32.8K -287 -6%
FA
581
Flagstar Advisors
New York
$492K -$35.2K -308 -7%
LCM
582
Liberty Capital Management
Michigan
$491K -$5.59K -49 -1%
BAM
583
Berkshire Asset Management
Pennsylvania
$490K – – –
TRIA
584
Trail Ridge Investment Advisors
Colorado
$487K – – –
BFA
585
Bragg Financial Advisors
North Carolina
$485K +$5.14K +45 +1%
IWA
586
Icon Wealth Advisors
Texas
$480K +$114 +1 +0%
PFG
587
Peterson Financial Group
Iowa
$480K -$35.7K -313 -7%
IF
588
IRON Financial
Illinois
$479K -$15K -131 -3%
FWM
589
Fingerlakes Wealth Management
New York
$475K +$342 +3 +0.1%
ITB
590
Idaho Trust Bank
Idaho
$475K +$475K +4,164 New
JWM
591
JPL Wealth Management
Colorado
$472K +$163K +1,424 +53%
FCAS
592
First Command Advisory Services
Texas
$471K -$111K -971 -19%
PWA
593
Prairie Wealth Advisors
Nebraska
$466K +$466K +4,080 New
WP
594
Westmount Partners
California
$463K +$114 +1 +0%
IAN
595
Integrated Advisors Network
Texas
$462K -$74.5K -653 -14%
CCM
596
Cohen Capital Management
California
$461K -$119K -1,046 -21%
BWP
597
Baldwin Wealth Partners
Massachusetts
$459K -$72.9K -639 -14%
Luther King Capital Management (LKCM)
598
Luther King Capital Management (LKCM)
Texas
$458K -$419K – –
RMDI
599
R.M. Davis Inc
Maine
$457K – – –
AP
600
Adero Partners
California
$457K – – –
22 23
24
25 26