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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,121 hedge funds and large institutions have $13B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 329 increasing their positions, 326 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+112
Holders Change %
+11.1%
% of All Funds
14.93%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.59%
New
168
Increased
329
Reduced
326
Closed
31
Calls
$10.7M
Puts
$1.71M
Net Calls
+$9.04M
Net Calls Change
+$2.65M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.29B
2
AIA
Angeles Investment Advisors
California
$80.1M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$238M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$55.3M
5
FCBT
First Citizens Bank & Trust
North Carolina
$227M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
3
IAIM
International Assets Investment Management
Florida
$555K
4
Prudential Financial
Prudential Financial
New Jersey
$0
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
751
Chas P. Smith & Associates (CPS)
Florida
$332K – – –
Principal Financial Group
752
Principal Financial Group
Iowa
$330K -$596K -4,700 -64%
BWM
753
BCGM Wealth Management
Indiana
$330K – – –
EFG
754
Elm3 Financial Group
Georgia
$327K +$327K +2,579 New
TA
755
TrueWealth Advisors
Alabama
$323K – – –
TCM
756
Tassel Capital Management
North Carolina
$323K +$323K +2,546 New
FFC
757
First Financial Corp
Indiana
$322K – – –
PP
758
PDS Planning
Ohio
$318K +$380 +3 +0.1%
SHF
759
Stage Harbor Financial
Massachusetts
$318K +$21.3K +168 +7%
ST
760
Smithfield Trust
Pennsylvania
$316K – – –
RCM
761
Radnor Capital Management
Pennsylvania
$314K – – –
HBW
762
Hazlett, Burt & Watson
West Virginia
$314K +$380 +3 +0.1%
CFS
763
CRA Financial Services
New Jersey
$310K – – –
AWP
764
Axis Wealth Partners
Rhode Island
$308K +$308K +2,429 New
PWP
765
Perfromance Wealth Partners
Illinois
$306K +$5.32K +42 +2%
NWMP
766
Noble Wealth Management PBC
Colorado
$305K +$305K +2,404 New
PTB
767
Pioneer Trust Bank
Oregon
$304K – – –
GWP
768
Gen-Wealth Partners
Michigan
$304K +$127 +1 +0%
JIC
769
Joel Isaacson & Co
New York
$303K +$127 +1 +0%
PWA
770
Prairie Wealth Advisors
Nebraska
$302K +$254 +2 +0.1%
CFA
771
Cahill Financial Advisors
Minnesota
$301K – – –
BB
772
Busey Bank
Illinois
$301K – – –
IBOK
773
Independence Bank of Kentucky
Kentucky
$300K – – –
VCA
774
Verdence Capital Advisors
Maryland
$300K +$300K +2,367 New
Lazard Asset Management
775
Lazard Asset Management
New York
$299K -$417K -3,296 -58%
29 30
31
32 33