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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 %
MWA
676
Midland Wealth Advisors
Illinois
$348K – – –
GC
677
Grimes & Company
Massachusetts
$344K -$19.4K -170 -5%
EL
678
EMFO LLC
Florida
$341K – – –
WA
679
Wealth Alliance
New York
$339K +$45.1K +395 +15%
UL
680
Unionview LLC
Washington
$336K +$114 +1 +0%
CIBC World Market
681
CIBC World Market
Ontario, Canada
$336K – – –
WPC
682
White Pine Capital
Minnesota
$335K -$21.5K -200 -6%
RWA
683
Redhawk Wealth Advisors
Minnesota
$335K +$342 +3 +0.1%
T
684
TNF
Montana
$335K +$217 +2 +0.1%
CA
685
Continuum Advisory
Idaho
$334K +$334K +3,035 New
GAA
686
Global Assets Advisory
Florida
$331K +$331K +37,545 New
CFG
687
Citizens Financial Group
Rhode Island
$330K -$10.4K -91 -3%
EC
688
Estate Counselors
Wisconsin
$329K -$5.96M -52,255 -95%
PP
689
Prosperity Planning
Missouri
$329K -$6.96K -61 -2%
MWP
690
Madison Wealth Partners
Wisconsin
$327K – – –
KL
691
KilterHowling LLC
Colorado
$326K +$228 +2 +0.1%
BBA
692
Braun-Bostich & Associates
Pennsylvania
$326K – – –
CHC
693
City Holding Co
West Virginia
$325K +$9.7K +85 +3%
SIM
694
Stratos Investment Management
Ohio
$324K -$53.4K -468 -14%
OWM
695
Orgel Wealth Management
Wisconsin
$324K -$44.6K -391 -12%
MOS
696
MGO One Seven
Ohio
$323K +$323K +2,834 New
SPC
697
Spirepoint Private Client
Florida
$321K +$321K +2,811 New
SRC
698
Sage Rhino Capital
California
$321K – – –
CWM
699
Cahill Wealth Management
Michigan
$320K -$7.08K -62 -2%
CG
700
Caprock Group
Idaho
$317K +$23.3K +204 +8%
26 27
28
29 30