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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 %
ONST
651
Old North State Trust
North Carolina
$357K -$17.2K -156 -5%
MIS
652
Morningstar Investment Services
Illinois
$356K +$356K +3,220 New
TPWA
653
Twin Peaks Wealth Advisors
California
$353K +$11.6K +105 +3%
CTWM
654
Cherry Tree Wealth Management
Minnesota
$352K – – –
PAG
655
Paladin Advisory Group
Iowa
$350K -$5.27K -48 -1%
BCM
656
Bourgeon Capital Management
Connecticut
$348K – – –
PA
657
PFG Advisors
Arizona
$346K +$883 +8 +0.3%
MAM
658
Madison Asset Management
Wisconsin
$345K – – –
CWC
659
Carolinas Wealth Consulting
North Carolina
$345K +$6.29K +57 +2%
WPC
660
White Pine Capital
Minnesota
$345K – – –
WA
661
WealthTrust Axiom
Pennsylvania
$344K – – –
CAL
662
Capital Advisors Ltd
Ohio
$343K – – –
JPLA
663
Joseph P. Lucia & Associates
New York
$343K +$343K +3,106 New
TYCC
664
Texas Yale Capital Corp
Florida
$341K – – –
PCM
665
Parsons Capital Management
Rhode Island
$340K -$22.1K -200 -6%
AFTS
666
American Financial & Tax Strategies
New York
$339K -$1.88K -17 -0.6%
T
667
TNF
Montana
$337K +$328 +3 +0.1%
OAM
668
Oppenheimer Asset Management
New York
$337K +$337K +3,052 New
CAI
669
Capital Advisors Inc
Oklahoma
$336K -$6.73K -61 -2%
CA
670
Continuum Advisory
Idaho
$335K – – –
Fiera Capital (Canada)
671
Fiera Capital (Canada)
Quebec, Canada
$334K -$5.3K -48 -2%
GC
672
Grimes & Company
Massachusetts
$333K +$331 +3 +0.1%
EL
673
EMFO LLC
Florida
$330K – – –
CFG
674
Citizens Financial Group
Rhode Island
$328K +$8.61K +78 +3%
DWP
675
Daymark Wealth Partners
Ohio
$326K +$326K +2,954 New
25 26
27
28 29