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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 %
PTB
726
Pioneer Trust Bank
Oregon
$265K – – –
MYIA
727
Mount Yale Investment Advisors
Colorado
$265K – – –
GAA
728
Guardian Asset Advisors
Pennsylvania
$264K +$7.06K +64 +3%
PWA
729
Prairie Wealth Advisors
Nebraska
$264K -$187K -1,691 -41%
CFA
730
Cahill Financial Advisors
Minnesota
$262K +$110 +1 +0%
BB
731
Busey Bank
Illinois
$262K -$42.8K -388 -14%
LI
732
LRI Investments
Florida
$259K – – –
FTWA
733
Fifth Third Wealth Advisors
Ohio
$259K -$19.9K -180 -7%
SHF
734
Stage Harbor Financial
Massachusetts
$258K – – –
RFG
735
REAP Financial Group
Texas
$257K -$481K -4,361 -65%
AA
736
Advisory Alpha
Michigan
$257K -$883 -8 -0.3%
NCFG
737
New Century Financial Group
New Jersey
$257K +$257K +2,329 New
GWP
738
Gen-Wealth Partners
Michigan
$257K -$2.87K -26 -1%
WP
739
WealthShield Partners
North Carolina
$256K – – –
JWCA
740
J.W. Coons Advisors
Ohio
$255K – – –
IIC
741
Ironwood Investment Counsel
Arizona
$255K +$6.73K +61 +3%
PSF
742
Pacific Sun Financial
California
$255K -$11K -100 -4%
RIM
743
Rockbridge Investment Management
New York
$252K +$19.6K +178 +8%
GIM
744
Goelzer Investment Management
Indiana
$251K – – –
KCM
745
Kendall Capital Management
Maryland
$251K -$15.9K -144 -6%
FP
746
Financial Perspectives
Minnesota
$250K – – –
MCM
747
Monarch Capital Management
Indiana
$249K – – –
CFP
748
Cascade Financial Partners
California
$249K -$7.73K -70 -3%
LWM
749
LongView Wealth Management
Georgia
$248K +$50.2K +455 +25%
GBT
750
Grove Bank & Trust
Florida
$248K – – –
28 29
30
31 32