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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 %
IWA
626
Icon Wealth Advisors
Texas
$531K -$2.16K -17 -0.4%
VDI
627
Vaughan David Investments
Illinois
$526K -$127 -1 -0%
TWM
628
Topsail Wealth Management
North Carolina
$524K +$524K +4,131 New
FCAS
629
First Command Advisory Services
Texas
$523K – – –
MOS
630
MGO One Seven
Ohio
$523K -$15.5K -122 -3%
DC
631
Davenport & Co
Virginia
$523K -$4.69K -37 -0.9%
FWM
632
Fingerlakes Wealth Management
New York
$521K +$507 +4 +0.1%
CCM
633
Cohen Capital Management
California
$520K +$253 +2 +0%
SWA
634
Stratos Wealth Advisors
Ohio
$516K -$23.6K -186 -4%
WP
635
Westmount Partners
California
$516K – – –
FMTCOCP
636
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$515K +$50.5K +399 +11%
IAN
637
Integrated Advisors Network
Texas
$513K – – –
TC
638
Trilogy Capital
California
$512K -$13.3K -105 -3%
BWP
639
Baldwin Wealth Partners
Massachusetts
$507K – – –
AP
640
Adero Partners
California
$507K – – –
AAS
641
Annex Advisory Services
Wisconsin
$501K -$19.3K -152 -4%
SAW
642
Signal Advisors Wealth
Michigan
$496K +$3.68K +29 +0.7%
TPWA
643
Twin Peaks Wealth Advisors
California
$494K +$25.5K +201 +5%
FAIM
644
Financial Advocates Investment Management
Washington
$492K +$244K +1,929 +99%
FF
645
Finley Financial
Nevada
$490K +$490K +3,765 New
SMC
646
Smith, Moore & Co
Missouri
$489K +$42.8K +338 +10%
MC
647
Middleton & Co
Massachusetts
$484K +$9.76K +77 +2%
FA
648
FF Advisors
California
$484K – – –
AHC
649
Anderson Hoagland & Co
Missouri
$484K +$484K +3,655 New
LKBC
650
L.K. Benson & Company
Maryland
$484K +$484K +3,815 New
24 25
26
27 28