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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.

Holders
1,031
Holders Change
+24
Holders Change %
+2.38%
% of All Funds
14.95%
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
1
BNP Paribas Financial Markets
France
$56.5M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$43.6M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$44.6M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$172M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$161M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.26B
2
Bank of America
2
Bank of America
North Carolina
$669M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$1.2B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
CAM
5
Congress Asset Management
Massachusetts
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
51
One Capital Management
California
$30.4M 266,511 +1,146 +0.4%
KF
52
Krilogy Financial
Missouri
$29.7M 260,622 -5,596 -2%
BCI
53
Brinker Capital Investments
Pennsylvania
$29.7M 260,086 -47,167 -15%
OPS
54
Orion Portfolio Solutions
Nebraska
$29.7M 260,086 -47,167 -15%
TI
55
Truepoint Inc
Ohio
$28.6M 250,871 -7,517 -3%
CA
56
CSM Advisors
Pennsylvania
$28.4M 249,000 – –
NRA
57
NSI Retail Advisors
Pennsylvania
$28.4M 249,000 – –
HighTower Advisors
58
HighTower Advisors
Illinois
$28M 245,570 -31,781 -11%
AI
59
Accredited Investors
Minnesota
$27.2M 238,369 -5,922 -2%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$26M 227,689 -3,456 -1%
BPWM
61
Badgley Phelps Wealth Managers
Washington
$25.6M 224,519 +2,470 +1%
Prudential Financial
62
Prudential Financial
New Jersey
$24.2M 212,073 +60,696 +40%
AAP
63
Arax Advisory Partners
Colorado
$23.1M 202,538 +4,361 +2%
BlackRock
64
BlackRock
New York
$22.4M 196,246 -236 -0.1%
KeyBank National Association
65
KeyBank National Association
Ohio
$22.1M 193,729 -16,163 -8%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$21.9M 191,720 +1,490 +0.8%
AWM
67
AE Wealth Management
Kansas
$21.7M 190,468 -247,141 -56%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$21.7M 189,778 -29,613 -13%
FWP
69
Falcon Wealth Planning
California
$21.4M 187,837 -25,972 -12%
MGIA
70
Moneta Group Investment Advisors
Missouri
$21.4M 187,239 +58,946 +46%
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$21.1M 185,023 -17,812 -9%
CAN
72
Cetera Advisor Networks
California
$21M 184,393 +9,272 +5%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$20.7M 181,131 +18,426 +11%
IIC
74
Integrated Investment Consultants
Michigan
$20.2M 177,257 -3,781 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
75
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.2M 177,000 – –
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3
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