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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 %
PP
726
PDS Planning
Ohio
$285K +$342 +3 +0.1%
HP
727
Holistic Planning
Texas
$284K -$25.8K -226 -8%
WFA
728
Websterrogers Financial Advisors
South Carolina
$280K – – –
HBW
729
Hazlett, Burt & Watson
West Virginia
$279K – – –
VCP
730
Vista Capital Partners
Oregon
$278K – – –
KCM
731
Kendall Capital Management
Maryland
$276K – – –
PSF
732
Pacific Sun Financial
California
$275K – – –
MPWT
733
MassMutual Private Wealth & Trust
Connecticut
$275K +$29.1K +255 +12%
MYIA
734
Mount Yale Investment Advisors
Colorado
$274K -$380K -3,330 -58%
PTB
735
Pioneer Trust Bank
Oregon
$274K – – –
CFA
736
Cahill Financial Advisors
Minnesota
$271K +$114 +1 +0%
CWM
737
CCG Wealth Management
California
$271K – – –
EFA
738
Edge Financial Advisors
Illinois
$271K +$271K +2,371 New
GWP
739
Gen-Wealth Partners
Michigan
$269K +$269K +2,355 New
LI
740
LRI Investments
Florida
$268K +$268K +2,350 New
SHF
741
Stage Harbor Financial
Massachusetts
$267K -$31.8K -279 -11%
AA
742
Advisory Alpha
Michigan
$267K +$14.2K +124 +6%
GAA
743
Guardian Asset Advisors
Pennsylvania
$265K -$72.6K -636 -21%
LA
744
Latitude Advisors
Florida
$265K +$39.7K +348 +18%
WP
745
WealthShield Partners
North Carolina
$265K -$11.4K -100 -4%
JWCA
746
J.W. Coons Advisors
Ohio
$264K +$114 +1 +0%
GIM
747
Goelzer Investment Management
Indiana
$260K -$1.94K -17 -0.7%
FP
748
Financial Perspectives
Minnesota
$259K – – –
MCM
749
Monarch Capital Management
Indiana
$258K – – –
TI
750
Trexquant Investment
Connecticut
$257K +$257K +2,252 New
28 29
30
31 32