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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,121 hedge funds and large institutions have $13B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 329 increasing their positions, 326 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+112
Holders Change %
+11.1%
% of All Funds
14.92%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.59%
New
168
Increased
329
Reduced
326
Closed
31
Calls
$10.7M
Puts
$1.71M
Net Calls
+$9.04M
Net Calls Change
+$2.65M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$920M
2
AIA
Angeles Investment Advisors
California
+$80.1M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$49.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.1M
5
FCBT
First Citizens Bank & Trust
North Carolina
+$46.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$61.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$29.3M
3
IAIM
International Assets Investment Management
Florida
-$27.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
601
Gilbert & Cook
Iowa
$601K -$30K -237 -5%
FA
602
FDx Advisors
Illinois
$597K -$20.4K -161 -3%
WP
603
WealthPLAN Partners
Nebraska
$595K -$64.8K -511 -10%
PWP
604
Principle Wealth Partners
Connecticut
$592K – – –
MCA
605
Maryland Capital Advisors
Maryland
$590K – – –
JHCP
606
Jackson Hole Capital Partners
Oklahoma
$584K – – –
VAF
607
Values Added Financial
District of Columbia
$583K – – –
FIM
608
Freedom Investment Management
Connecticut
$582K -$9.51K -75 -2%
FI
609
Financial Insights
Washington
$582K -$13.4K -106 -2%
TWP
610
Total Wealth Planning
Ohio
$578K -$3.42K -27 -0.6%
PWMG
611
Prestige Wealth Management Group
New Jersey
$577K – – –
CPSC
612
Carl P. Sherr & Co
Massachusetts
$563K -$222K -1,753 -28%
BAM
613
Berkshire Asset Management
Pennsylvania
$559K +$1.09K +8 +0.2%
SIA
614
Stegner Investment Associates
Kentucky
$558K – – –
RMDI
615
R.M. Davis Inc
Maine
$558K +$50.7K +400 +10%
EDRH
616
Edmond de Rothschild Holding
Switzerland
$557K – – –
IAIM
617
International Assets Investment Management
Florida
$555K -$27.6M -216,227 -98%
FLPIM
618
F.L. Putnam Investment Management
Massachusetts
$549K -$127 -1 -0%
KF
619
KKM Financial
Illinois
$546K +$546K +4,011 New
LA
620
Legacy Advisors
Pennsylvania
$546K +$38K +300 +7%
MFWP
621
Mosaic Family Wealth Partners
Missouri
$544K +$127 +1 +0%
TRIA
622
Trail Ridge Investment Advisors
Colorado
$544K – – –
LCM
623
Liberty Capital Management
Michigan
$544K – – –
FA
624
Flagstar Advisors
New York
$538K +$507 +4 +0.1%
EC
625
Estate Counselors
Wisconsin
$535K +$535K +4,220 New
23 24
25
26 27