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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 %
RL
601
Retireful LLC
Michigan
$438K +$438K +3,970 New
Betterment LLC
602
Betterment LLC
New York
$438K +$206K +1,872 +89%
MMPW
603
Mitchell McLeod Pugh & Williams
Alabama
$437K +$47.3K +429 +12%
Renaissance Technologies
604
Renaissance Technologies
New York
$430K +$430K +3,900 New
IF
605
IRON Financial
Illinois
$430K -$33.4K -303 -7%
NAS
606
Nicolet Advisory Services
Wisconsin
$429K +$111 +1 +0%
BWA
607
Burt Wealth Advisors
Maryland
$428K – – –
RIA
608
Regal Investment Advisors
Michigan
$425K -$429K -3,884 -50%
LPAM
609
Lodestar Private Asset Management
California
$419K -$6.62K -60 -2%
WA
610
Wealth Alliance
New York
$418K +$90.4K +819 +28%
MC
611
Middleton & Co
Massachusetts
$413K – – –
SCA
612
Sage Capital Advisors
South Dakota
$411K – – –
NRC
613
New Republic Capital
North Carolina
$411K +$380K +3,445 +1,253%
RC
614
Rovin Capital
Arizona
$410K +$9.48K +86 +2%
AAS
615
Annex Advisory Services
Wisconsin
$407K +$16.8K +152 +4%
LWM
616
LJI Wealth Management
Indiana
$407K – – –
SCA
617
St. Clair Advisors
Ohio
$404K – – –
UWPG
618
Ullmann Wealth Partners Group
Florida
$400K – – –
FA
619
FF Advisors
California
$399K – – –
MOS
620
MGO One Seven
Ohio
$399K +$85.9K +778 +27%
SC
621
Steph & Co
Wisconsin
$396K -$42.3K -383 -10%
SMA
622
Sage Mountain Advisors
Georgia
$396K +$221 +2 +0.1%
EWS
623
Evergreen Wealth Solutions
Pennsylvania
$395K -$19.3K -175 -5%
MAWA
624
Moss Adams Wealth Advisors
Washington
$394K – – –
CCMG
625
Clark Capital Management Group
Pennsylvania
$394K +$16.9K +153 +4%
23 24
25
26 27