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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 %
BF
676
Baring Financial
Washington
$429K +$429K +3,382 New
Fiera Capital (Canada)
677
Fiera Capital (Canada)
Quebec, Canada
$427K -$18.8K -148 -4%
WLIM
678
White Lighthouse Investment Management
Massachusetts
$427K – – –
SFG
679
Snider Financial Group
Washington
$422K +$422K +3,326 New
HA
680
HFG Advisors
Ohio
$416K – – –
OA
681
Oxbow Advisors
Texas
$416K – – –
QCG
682
Quadrant Capital Group
Ohio
$415K – – –
SC
683
Steph & Co
Wisconsin
$415K -$37.8K -298 -8%
SW
684
SkyOak Wealth
Michigan
$411K -$2.16K -17 -0.5%
TNA
685
True North Advisors
Texas
$411K – – –
CFG
686
Citizens Financial Group
Rhode Island
$410K +$4.56K +36 +1%
FTWA
687
Fifth Third Wealth Advisors
Ohio
$409K +$53.2K +420 +15%
DFG
688
Delta Financial Group
New Jersey
$406K +$406K +3,202 New
MAV
689
Mason & Associates (Virginia)
Virginia
$406K -$26.6K -210 -6%
CAG
690
Csenge Advisory Group
Florida
$405K +$405K +3,198 New
ONST
691
Old North State Trust
North Carolina
$405K -$5.45K -43 -1%
CTWM
692
Cherry Tree Wealth Management
Minnesota
$404K – – –
PAG
693
Paladin Advisory Group
Iowa
$403K -$1.27K -10 -0.3%
WFM
694
Wolff Financial Management
Michigan
$402K +$381 +3 +0.1%
SCTC
695
Sanibel Captiva Trust Company
Florida
$402K -$49.4K -390 -11%
TCBWMS
696
Texas Capital Bank Wealth Management Services
Texas
$401K -$27.8K -219 -6%
SFM
697
Signet Financial Management
New Jersey
$401K +$127 +1 +0%
BCM
698
Bourgeon Capital Management
Connecticut
$399K – – –
AIA
699
Armor Investment Advisors
North Carolina
$398K -$6.08K -48 -2%
WS
700
Wedbush Securities
California
$396K +$396K +3,125 New
26 27
28
29 30