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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 %
EBSAM
776
Eubel Brady & Suttman Asset Management
Ohio
$242K – – –
CDH
777
Charles D. Hyman
$242K – – –
BFW
778
Brady Family Wealth
Missouri
$241K – – –
RIM
779
Rockbridge Investment Management
New York
$240K – – –
RW
780
RVW Wealth
California
$240K – – –
SFP
781
Shepherd Financial Partners
Massachusetts
$240K – – –
PI
782
PFG Investments
New York
$240K +$14.7K +129 +7%
Betterment LLC
783
Betterment LLC
New York
$240K -$72.5K -634 -23%
AIA
784
Arbor Investment Advisors
North Carolina
$240K +$240K +2,102 New
1CP
785
17 Capital Partners
Arizona
$239K – – –
CAM
786
Cozad Asset Management
Illinois
$238K +$238K +2,088 New
BMCM
787
Bryn Mawr Capital Management
Pennsylvania
$238K – – –
IA
788
Insight Advisors
Pennsylvania
$236K +$2.28K +20 +1%
GC
789
Garde Capital
Washington
$236K – – –
KAS
790
KPP Advisory Services
Kentucky
$236K +$236K +2,066 New
FWMM
791
Foundation Wealth Management (Missouri)
Missouri
$234K – – –
PGA
792
Portland Global Advisors
Maine
$231K – – –
TFS
793
Thoroughbred Financial Services
Tennessee
$230K -$351K -3,080 -60%
TPA
794
Trivium Point Advisory
Connecticut
$230K – – –
SVWG
795
Shared Vision Wealth Group
United States
$229K – – –
KWS
796
Keystone Wealth Services
California
$229K -$1.94K -17 -0.8%
MHWM
797
Montz Harcus Wealth Management
Louisiana
$229K +$228 +2 +0.1%
WMA
798
West Michigan Advisors
Michigan
$228K -$24.2K -212 -10%
GCIM
799
Gunn & Company Investment Management
Florida
$228K -$70.5K -618 -24%
WPC
800
Wedmont Private Capital
Pennsylvania
$228K +$113 +1 +0%
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