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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 %
FLPIM
576
F.L. Putnam Investment Management
Massachusetts
$479K +$42.6K +386 +10%
YIH
577
Y-Intercept (HK)
Hong Kong
$477K +$477K +4,326 New
LCM
578
Liberty Capital Management
Michigan
$474K – – –
TRIA
579
Trail Ridge Investment Advisors
Colorado
$474K +$3.2K +29 +0.7%
IWA
580
Icon Wealth Advisors
Texas
$467K – – –
LFAS
581
Level Four Advisory Services
Texas
$460K -$132K -1,198 -22%
SA
582
SpiderRock Advisors
Delaware
$460K +$48.1K +436 +12%
FWM
583
Fingerlakes Wealth Management
New York
$460K +$441 +4 +0.1%
BFA
584
Bragg Financial Advisors
North Carolina
$459K -$9.93K -90 -2%
VDI
585
Vaughan David Investments
Illinois
$458K -$33.2K -301 -7%
FA
586
Flagstar Advisors
New York
$457K -$18.2K -165 -4%
FCAS
587
First Command Advisory Services
Texas
$456K – – –
RCP
588
Rothschild Capital Partners
New York
$456K +$69.3K +628 +18%
BAM
589
Berkshire Asset Management
Pennsylvania
$454K -$20.2K -183 -4%
PFG
590
Peterson Financial Group
Iowa
$453K -$11.3K -102 -2%
WP
591
Westmount Partners
California
$452K +$6.8K +62 +2%
LMKC
592
L.M. Kohn & Company
Ohio
$449K -$222K -2,014 -33%
IAN
593
Integrated Advisors Network
Texas
$447K – – –
CCM
594
Cohen Capital Management
California
$446K +$110 +1 +0%
BWP
595
Baldwin Wealth Partners
Massachusetts
$444K – – –
Luther King Capital Management (LKCM)
596
Luther King Capital Management (LKCM)
Texas
$443K -$458K – –
LA
597
Legacy Advisors
Pennsylvania
$442K +$143K +1,300 +48%
RMDI
598
R.M. Davis Inc
Maine
$441K – – –
AP
599
Adero Partners
California
$441K – – –
SA
600
Skyline Advisors
Washington
$439K -$772 -7 -0.2%
22 23
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