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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
+$42.1M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$40M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$22M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$20.5M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$688M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$54.6M
3
Goldman Sachs
Goldman Sachs
New York
-$40.6M
4
AIA
Angeles Investment Advisors
California
-$40.5M
5
CA
CSM Advisors
Pennsylvania
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
701
Stratos Investment Management
Ohio
$297K -$16.2K -147 -5%
MFA
702
Mayflower Financial Advisors
Massachusetts
$295K -$60.7K -550 -17%
FFC
703
First Financial Corp
Indiana
$293K – – –
NEWAS
704
N.E.W. Advisory Services
Wisconsin
$292K – – –
FIM
705
Fernwood Investment Management
Massachusetts
$291K – – –
CPSAC
706
Chas P. Smith & Associates (CPS)
Florida
$289K – – –
GCIM
707
Gunn & Company Investment Management
Florida
$289K +$68.2K +618 +31%
CFS
708
CRA Financial Services
New Jersey
$288K +$11.6K +105 +4%
MFG
709
Merit Financial Group
Georgia
$288K +$288K +2,610 New
RhumbLine Advisers
710
RhumbLine Advisers
Massachusetts
$286K -$2.48M -22,513 -90%
HP
711
Holistic Planning
Texas
$284K – – –
TA
712
TrueWealth Advisors
Alabama
$282K – – –
AWA
713
Amplius Wealth Advisors
Pennsylvania
$278K -$9.93K -90 -3%
PP
714
PDS Planning
Ohio
$276K +$221 +2 +0.1%
ST
715
Smithfield Trust
Pennsylvania
$276K – – –
SWM
716
SeaCrest Wealth Management
New York
$272K +$66.2K +600 +32%
AIM
717
Arcadia Investment Management
Michigan
$270K -$22.1K -200 -8%
MG
718
Mather Group
Illinois
$270K +$59.1K +518 +28%
OSAM
719
O'Shaughnessy Asset Management
Connecticut
$269K +$83K +752 +45%
PI
720
PFG Investments
New York
$269K +$36.7K +333 +16%
VCP
721
Vista Capital Partners
Oregon
$269K – – –
Westfield Capital Management
722
Westfield Capital Management
Massachusetts
$267K +$267K +2,418 New
BIM
723
Bridges Investment Management
Nebraska
$267K +$267K +2,417 New
HBW
724
Hazlett, Burt & Watson
West Virginia
$266K -$6.02K -54 -2%
Empower Advisory Group
725
Empower Advisory Group
Colorado
$266K +$64.2K +582 +32%
27 28
29
30 31