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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 %
SPWG
701
Syntegra Private Wealth Group
Missouri
$316K -$21K -184 -6%
BB
702
Busey Bank
Illinois
$315K -$58.8K -515 -16%
CFG
703
Clayton Financial Group
Missouri
$315K +$315K +2,759 New
VR
704
Valued Retirements
Texas
$312K +$114 +1 +0%
FMTCOCP
705
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$311K +$105K +919 +51%
LIA
706
LifePlan Investment Advisors
North Carolina
$310K – – –
LA
707
Legacy Advisors
Pennsylvania
$309K +$309K +2,708 New
SFS
708
Stiles Financial Services
Minnesota
$308K – – –
FFC
709
First Financial Corp
Indiana
$303K – – –
AIM
710
Arcadia Investment Management
Michigan
$302K +$91.3K +800 +43%
NEWAS
711
N.E.W. Advisory Services
Wisconsin
$302K – – –
FIM
712
Fernwood Investment Management
Massachusetts
$301K – – –
ARG
713
Advisory Resource Group
Oklahoma
$299K +$38.7K +339 +15%
YIA
714
YHB Investment Advisors
Connecticut
$299K – – –
CPSAC
715
Chas P. Smith & Associates (CPS)
Florida
$299K – – –
AWA
716
Amplius Wealth Advisors
Pennsylvania
$298K -$1.6K -14 -0.5%
TA
717
TrueWealth Advisors
Alabama
$291K – – –
AWM
718
Aprio Wealth Management
Georgia
$291K -$993K -8,701 -77%
GFP
719
Gryphon Financial Partners
Ohio
$289K -$19.6K -172 -6%
PCMC
720
Planning Capital Management Corporation
Pennsylvania
$288K +$67K +587 +30%
FTWA
721
Fifth Third Wealth Advisors
Ohio
$288K -$344K -3,013 -54%
CIC
722
Carnegie Investment Counsel
Ohio
$287K -$24.3K -213 -8%
AO
723
Advisor OS
Illinois
$286K +$286K +2,506 New
ST
724
Smithfield Trust
Pennsylvania
$286K – – –
CFS
725
CRA Financial Services
New Jersey
$286K – – –
27 28
29
30 31