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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 %
SA
651
Skyline Advisors
Washington
$482K +$507 +4 +0.1%
SCA
652
Sage Capital Advisors
South Dakota
$473K – – –
BWA
653
BlueChip Wealth Advisors
Georgia
$472K – – –
RA
654
RFG Advisory
Alabama
$468K +$468K +3,693 New
BWA
655
Burt Wealth Advisors
Maryland
$466K – – –
IF
656
IRON Financial
Illinois
$464K -$12.2K -96 -3%
SCA
657
St. Clair Advisors
Ohio
$464K – – –
LPAM
658
Lodestar Private Asset Management
California
$462K -$18.8K -148 -4%
Q1WB
659
Quest 10 Wealth Builders
Virginia
$462K +$462K +3,645 New
UWPG
660
Ullmann Wealth Partners Group
Florida
$460K +$127 +1 +0%
TYCC
661
Texas Yale Capital Corp
Florida
$455K – – –
WWP
662
Wise Wealth Partners
Arizona
$453K +$453K +3,574 New
MAWA
663
Moss Adams Wealth Advisors
Washington
$453K – – –
MMPW
664
Mitchell McLeod Pugh & Williams
Alabama
$448K – – –
LFAS
665
Level Four Advisory Services
Texas
$447K -$81.8K -645 -15%
JPLA
666
Joseph P. Lucia & Associates
New York
$445K +$10.8K +85 +2%
RCP
667
Rothschild Capital Partners
New York
$444K -$77.6K -612 -15%
EWM
668
Evercore Wealth Management
New York
$443K – – –
TCM
669
Towercrest Capital Management
Pennsylvania
$442K – – –
PWM
670
Parkshore Wealth Management
California
$439K +$439K +3,460 New
FL
671
FreeGulliver LLC
Louisiana
$437K +$254 +2 +0.1%
OSAM
672
O'Shaughnessy Asset Management
Connecticut
$435K +$126K +991 +41%
SAI
673
Savvy Advisors Inc
New York
$432K +$432K +3,407 New
PIFP
674
Partners in Financial Planning
Virginia
$431K – – –
CG
675
Cynosure Group
Utah
$431K – – –
25 26
27
28 29