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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 %
AIA
651
Armor Investment Advisors
North Carolina
$382K – – –
FFS
652
Founders Financial Securities
Maryland
$380K +$16.6K +145 +5%
PCM
653
Parsons Capital Management
Rhode Island
$374K – – –
OA
654
Oxbow Advisors
Texas
$374K +$45.7K +400 +14%
BWM
655
BCGM Wealth Management
Indiana
$374K – – –
TCBWMS
656
Texas Capital Bank Wealth Management Services
Texas
$371K -$46.6K -408 -11%
TNA
657
True North Advisors
Texas
$370K -$28.5K -250 -7%
MFA
658
Mayflower Financial Advisors
Massachusetts
$368K +$62.8K +550 +21%
PAG
659
Paladin Advisory Group
Iowa
$368K -$14K -123 -4%
DFG
660
Delta Financial Group
New Jersey
$365K +$228 +2 +0.1%
CTWM
661
Cherry Tree Wealth Management
Minnesota
$364K -$35.7K -313 -9%
SWA
662
Stratos Wealth Advisors
Ohio
$363K -$237K -2,076 -40%
BCM
663
Bourgeon Capital Management
Connecticut
$360K – – –
MAM
664
Madison Asset Management
Wisconsin
$357K – – –
PA
665
PFG Advisors
Arizona
$357K +$357K +3,125 New
WA
666
WealthTrust Axiom
Pennsylvania
$356K – – –
CAL
667
Capital Advisors Ltd
Ohio
$355K – – –
CAI
668
Capital Advisors Inc
Oklahoma
$355K +$103K +900 +41%
Fayez Sarofim & Co
669
Fayez Sarofim & Co
Texas
$355K -$342K -3,000 -49%
TYCC
670
Texas Yale Capital Corp
Florida
$353K – – –
TPWA
671
Twin Peaks Wealth Advisors
California
$353K +$128K +1,123 +57%
AFTS
672
American Financial & Tax Strategies
New York
$353K -$6.39K -56 -2%
UCMOK
673
United Capital Management of KS
Kansas
$352K -$96.7K -847 -22%
Fiera Capital (Canada)
674
Fiera Capital (Canada)
Quebec, Canada
$351K -$52K -456 -13%
CWC
675
Carolinas Wealth Consulting
North Carolina
$350K +$342 +3 +0.1%
25 26
27
28 29