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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
14.93%
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
$2.29B
2
AIA
Angeles Investment Advisors
California
$80.1M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$238M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$55.3M
5
FCBT
First Citizens Bank & Trust
North Carolina
$227M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
3
IAIM
International Assets Investment Management
Florida
$555K
4
Prudential Financial
Prudential Financial
New Jersey
$0
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
701
Capital Advisors Ltd
Ohio
$394K – – –
WA
702
WealthTrust Axiom
Pennsylvania
$394K -$1.14K -9 -0.3%
KL
703
KilterHowling LLC
Colorado
$393K +$274 +2 +0.1%
PCM
704
Parsons Capital Management
Rhode Island
$391K – – –
CWC
705
Carolinas Wealth Consulting
North Carolina
$390K +$380 +3 +0.1%
CHC
706
City Holding Co
West Virginia
$390K +$24.1K +190 +7%
MAM
707
Madison Asset Management
Wisconsin
$390K -$6.34K -50 -2%
MIA
708
Madison Investment Advisors
Wisconsin
$390K +$390K +3,078 New
BIM
709
Bridges Investment Management
Nebraska
$390K +$41.1K +324 +12%
AFTS
710
American Financial & Tax Strategies
New York
$389K – – –
SW
711
Simplicity Wealth
New Jersey
$389K -$3.04M -24,024 -89%
TFS
712
Thoroughbred Financial Services
Tennessee
$387K +$57.5K +454 +17%
RIA
713
Regal Investment Advisors
Michigan
$386K +$127 +1 +0%
CA
714
Continuum Advisory
Idaho
$385K – – –
AC
715
Avestar Capital
New York
$383K +$383K +4,278 New
MWA
716
Midland Wealth Advisors
Illinois
$382K -$63.4K -500 -14%
CAI
717
Capital Advisors Inc
Oklahoma
$381K -$1.65K -13 -0.4%
FFN
718
Focus Financial Network
Minnesota
$380K -$42.7K -337 -10%
GC
719
Grimes & Company
Massachusetts
$378K +$380 +3 +0.1%
HP
720
Holistic Planning
Texas
$375K -$1.9K -15 -0.5%
GPWM
721
Grant Private Wealth Management
California
$374K +$374K +2,954 New
UL
722
Unionview LLC
Washington
$374K +$127 +1 +0%
RWA
723
Redhawk Wealth Advisors
Minnesota
$372K – – –
SRC
724
Sage Rhino Capital
California
$371K – – –
MWP
725
Madison Wealth Partners
Wisconsin
$366K – – –
27 28
29
30 31