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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 %
CA
751
CGN Advisors
Kansas
$257K -$7.42K -65 -3%
IIC
752
Ironwood Investment Counsel
Arizona
$257K – – –
Fisher Asset Management
753
Fisher Asset Management
Washington
$257K +$257K +2,248 New
GBT
754
Grove Bank & Trust
Florida
$256K +$119K +1,046 +87%
JWA
755
JFS Wealth Advisors
Pennsylvania
$256K +$235K +2,055 +1,117%
CHJWM
756
Carlton Hofferkamp & Jenks Wealth Management
Texas
$255K -$53.3K -491 -17%
CFP
757
Cascade Financial Partners
California
$255K +$255K +2,323 New
GCM
758
Geneva Capital Management
Wisconsin
$254K -$1.93M -16,925 -88%
OC
759
Oakworth Capital
Alabama
$254K – – –
PWP
760
Perfromance Wealth Partners
Illinois
$253K – – –
CWM
761
C2C Wealth Management
Arizona
$253K – – –
VWA
762
Visionary Wealth Advisors
Illinois
$252K -$4.68K -41 -2%
MP
763
McDonald Partners
Ohio
$251K -$18K -158 -7%
DIP
764
DT Investment Partners
Pennsylvania
$251K – – –
SJGA
765
Stephen J. Garry & Associates
New York
$250K – – –
SIA
766
Schechter Investment Advisors
Michigan
$249K – – –
ClearBridge Investments
767
ClearBridge Investments
New York
$249K -$22.3K -195 -8%
1WM
768
1900 Wealth Management
Texas
$248K -$6.62K -58 -3%
BCG
769
Breakwater Capital Group
New Jersey
$247K – – –
FSA
770
Financial Sense Advisors
California
$246K +$246K +2,152 New
MIA
771
MainStreet Investment Advisors
Illinois
$245K – – –
CF
772
Centaurus Financial
California
$245K -$13K -114 -5%
CW
773
CIC Wealth
Maryland
$244K – – –
IAIM
774
International Assets Investment Management
Florida
$243K +$243K +2,140 New
FHA
775
Flagship Harbor Advisors
Massachusetts
$242K +$2.28K +20 +1%
29 30
31
32 33