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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 %
GM
776
GeoWealth Management
Illinois
$299K +$296K +2,338 +12,989%
SWM
777
SeaCrest Wealth Management
New York
$299K – – –
LI
778
LRI Investments
Florida
$298K – – –
EWM
779
Executive Wealth Management
Michigan
$297K +$127 +1 +0%
RhumbLine Advisers
780
RhumbLine Advisers
Massachusetts
$297K -$199K -1,569 -40%
NG
781
Norden Group
Utah
$296K – – –
WP
782
WealthShield Partners
North Carolina
$294K – – –
KCM
783
Kendall Capital Management
Maryland
$294K – – –
JWCA
784
J.W. Coons Advisors
Ohio
$294K +$127 +1 +0%
VCP
785
Vista Capital Partners
Oregon
$293K -$15.5K -122 -5%
GIM
786
Goelzer Investment Management
Indiana
$289K – – –
HFA
787
High Falls Advisors
New York
$288K +$50.6K +399 +21%
YIA
788
YHB Investment Advisors
Connecticut
$287K -$74.1K -585 -21%
MCM
789
Monarch Capital Management
Indiana
$286K – – –
IIC
790
Ironwood Investment Counsel
Arizona
$285K – – –
CHJWM
791
Carlton Hofferkamp & Jenks Wealth Management
Texas
$285K -$20.2K -147 -7%
GBT
792
Grove Bank & Trust
Florida
$285K – – –
MG
793
Mather Group
Illinois
$285K -$13.6K -107 -5%
APG
794
Abacus Planning Group
South Carolina
$284K +$284K +2,240 New
DWP
795
Daymark Wealth Partners
Ohio
$283K -$47.4K -374 -14%
CF
796
Centaurus Financial
California
$283K -$1.9K -15 -0.7%
FP
797
Financial Perspectives
Minnesota
$282K -$5.2K -41 -2%
BW
798
BostonPremier Wealth
Massachusetts
$282K +$282K +2,223 New
PSF
799
Pacific Sun Financial
California
$281K -$7.61K -60 -3%
DPI
800
Diversified Portfolios Inc
Michigan
$280K +$280K +2,207 New
30 31
32
33 34