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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 %
CWM
626
Congress Wealth Management
Massachusetts
$414K -$17.8M -155,901 -98%
FA
627
FF Advisors
California
$413K – – –
HA
628
HFG Advisors
Ohio
$411K – – –
SMA
629
Sage Mountain Advisors
Georgia
$409K +$114 +1 +0%
WLIM
630
White Lighthouse Investment Management
Massachusetts
$409K -$16K -140 -4%
MAWA
631
Moss Adams Wealth Advisors
Washington
$408K -$7.31K -64 -2%
PCMC
632
Private Capital Management (Colorado)
Colorado
$408K +$13.8K +121 +4%
SCTC
633
Sanibel Captiva Trust Company
Florida
$406K – – –
ECA
634
Elevated Capital Advisors
Utah
$405K -$3.58M -31,382 -90%
BWA
635
BlueChip Wealth Advisors
Georgia
$405K – – –
AAS
636
Annex Advisory Services
Wisconsin
$404K +$404K +3,540 New
MMPW
637
Mitchell McLeod Pugh & Williams
Alabama
$403K -$2.97K -26 -0.7%
SMC
638
Smith, Moore & Co
Missouri
$402K -$19.9K -174 -5%
QCG
639
Quadrant Capital Group
Ohio
$402K +$20.5K +180 +5%
RCP
640
Rothschild Capital Partners
New York
$399K +$107K +938 +37%
KF
641
KKM Financial
Illinois
$397K +$397K +3,481 New
OIA
642
OneDigital Investment Advisors
Kansas
$397K +$114 +1 +0%
WIM
643
Wittenberg Investment Management
Massachusetts
$394K – – –
SFM
644
Signet Financial Management
New Jersey
$391K -$30.9K -271 -7%
CCMG
645
Clark Capital Management Group
Pennsylvania
$390K – – –
FL
646
FreeGulliver LLC
Louisiana
$390K +$342 +3 +0.1%
PIFP
647
Partners in Financial Planning
Virginia
$388K – – –
ONST
648
Old North State Trust
North Carolina
$387K +$387K +3,394 New
CAG
649
Csenge Advisory Group
Florida
$384K +$86.9K +761 +29%
MA
650
MAS Advisors
Florida
$383K – – –
24 25
26
27 28