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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,009 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 328 increasing their positions, 329 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.59%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.49%
New
72
Increased
328
Reduced
329
Closed
55
Calls
$7M
Puts
$610K
Net Calls
+$6.39M
Net Calls Change
-$461K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$104M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.3M
3
Ameriprise
Ameriprise
Minnesota
+$33.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$29.3M
5
CAM
Congress Asset Management
Massachusetts
+$23.8M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$87.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$80.1M
3
SFC
Strategic Financial Concepts
Texas
-$74.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.1M
5
Goldman Sachs
Goldman Sachs
New York
-$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
726
Norden Group
Utah
$274K +$274K +2,339 New
AA
727
Advisory Alpha
Michigan
$273K – – –
WP
728
WealthShield Partners
North Carolina
$272K – – –
KCM
729
Kendall Capital Management
Maryland
$272K +$4.93K +42 +2%
JWCA
730
J.W. Coons Advisors
Ohio
$272K +$117 +1 +0%
CFG
731
Clayton Financial Group
Missouri
$272K -$56.5K -482 -17%
BTI
732
Blue Trust Inc
Georgia
$269K +$112K +1,015 +71%
Empower Advisory Group
733
Empower Advisory Group
Colorado
$267K -$15K -128 -5%
GIM
734
Goelzer Investment Management
Indiana
$267K – – –
PSF
735
Pacific Sun Financial
California
$267K -$4.11K -35 -2%
FP
736
Financial Perspectives
Minnesota
$266K – – –
CHJWM
737
Carlton Hofferkamp & Jenks Wealth Management
Texas
$266K – – –
TPA
738
Trivium Point Advisory
Connecticut
$266K +$2.35K +18 +0.9%
MCM
739
Monarch Capital Management
Indiana
$265K – – –
CWM
740
C2C Wealth Management
Arizona
$264K – – –
IIC
741
Ironwood Investment Counsel
Arizona
$264K -$7.16K -61 -3%
GBT
742
Grove Bank & Trust
Florida
$263K – – –
CF
743
Centaurus Financial
California
$263K +$12.5K +107 +5%
MP
744
McDonald Partners
Ohio
$258K – – –
SFS
745
Stiles Financial Services
Minnesota
$258K – – –
YWM
746
Yardley Wealth Management
Pennsylvania
$258K +$258K +2,200 New
DIP
747
DT Investment Partners
Pennsylvania
$258K – – –
BCG
748
Breakwater Capital Group
New Jersey
$257K +$3.4K +29 +1%
SJGA
749
Stephen J. Garry & Associates
New York
$257K – – –
PCMC
750
Private Capital Management (Colorado)
Colorado
$256K -$132K -1,124 -34%
28 29
30
31 32