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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 %
WFM
601
Wolff Financial Management
Michigan
$456K -$13.4K -117 -3%
SA
602
Skyline Advisors
Washington
$455K +$228 +2 +0.1%
EDRH
603
Edmond de Rothschild Holding
Switzerland
$455K +$182K +1,593 +67%
LRPA
604
L. Roy Papp & Associates
Arizona
$454K +$28.6K +251 +7%
SC
605
Steph & Co
Wisconsin
$453K -$7.53K -66 -2%
FLPIM
606
F.L. Putnam Investment Management
Massachusetts
$452K -$85.4K -748 -16%
CA
607
Clearstead Advisors
Ohio
$450K -$6.6K -60 -1%
Qube Research & Technologies (QRT)
608
Qube Research & Technologies (QRT)
United Kingdom
$449K -$930K -8,147 -67%
M
609
MOTCO
Texas
$443K +$442K +3,873 +64,550%
BWA
610
Burt Wealth Advisors
Maryland
$442K – – –
LPAM
611
Lodestar Private Asset Management
California
$441K +$799 +7 +0.2%
NAS
612
Nicolet Advisory Services
Wisconsin
$436K – – –
AWM
613
Apollon Wealth Management
South Carolina
$436K +$84K +736 +24%
EWS
614
Evergreen Wealth Solutions
Pennsylvania
$429K -$43.4K -380 -9%
MC
615
Middleton & Co
Massachusetts
$427K – – –
SCA
616
Sage Capital Advisors
South Dakota
$426K – – –
EWM
617
Evercore Wealth Management
New York
$424K +$40.1K +351 +10%
CG
618
Cynosure Group
Utah
$421K +$342 +3 +0.1%
LWM
619
LJI Wealth Management
Indiana
$421K +$38.6K +338 +10%
GFS
620
GYL Financial Synergies
Connecticut
$419K -$39.9K -350 -9%
SCA
621
St. Clair Advisors
Ohio
$418K – – –
SA
622
SpiderRock Advisors
Delaware
$416K +$416K +3,734 New
RC
623
Rovin Capital
Arizona
$415K +$111K +973 +37%
SW
624
SkyOak Wealth
Michigan
$415K +$12.9K +113 +3%
UWPG
625
Ullmann Wealth Partners Group
Florida
$414K +$114 +1 +0%
23 24
25
26 27