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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 %
BFA
801
Beacon Financial Advisory
Ohio
$227K +$227K +1,993 New
HFA
802
High Falls Advisors
New York
$223K +$223K +1,952 New
P
803
&Partners
Tennessee
$223K +$223K +1,950 New
SW
804
SteelPeak Wealth
California
$223K +$457 +4 +0.2%
TCM
805
Towercrest Capital Management
Pennsylvania
$222K -$20.9K -183 -9%
SC
806
Scotia Capital
Ontario, Canada
$221K -$11.9K -104 -5%
IW
807
Imprint Wealth
South Carolina
$220K +$220K +1,939 New
CCG
808
Cypress Capital Group
Florida
$219K -$918K -8,039 -81%
TAM
809
TCP Asset Management
Ohio
$219K +$219K +1,921 New
PVAMC
810
PPS&V Asset Management Consultants
Michigan
$218K -$41.1K -360 -16%
IBOK
811
Independence Bank of Kentucky
Kentucky
$217K +$85K +745 +64%
WF
812
Welch & Forbes
Massachusetts
$214K -$20K -175 -9%
SWM
813
SeaCrest Wealth Management
New York
$213K -$97.2K -852 -31%
RPGK
814
Retirement Planning Group (Kansas)
Kansas
$212K +$212K +1,857 New
WCM
815
Windsor Capital Management
Arizona
$212K +$212K +1,856 New
HNWA
816
Henrickson Nauta Wealth Advisors
Michigan
$212K +$212K +1,902 New
TF
817
Theory Financial
Colorado
$211K +$211K +1,847 New
PL
818
Plancorp LLC
Missouri
$211K +$211K +1,846 New
LSAG
819
Lake Street Advisors Group
New Hampshire
$210K -$12.2K -107 -5%
FAIM
820
Financial Advocates Investment Management
Washington
$209K +$209K +1,838 New
AC
821
Abbrea Capital
California
$209K +$209K +1,830 New
SRWM
822
Shira Ridge Wealth Management
California
$209K +$209K +1,831 New
WP
823
WMS Partners
Maryland
$208K -$22.5K -197 -10%
Empower Advisory Group
824
Empower Advisory Group
Colorado
$208K +$208K +1,826 New
PTC
825
Philadelphia Trust Company
Pennsylvania
$208K +$208K +1,826 New
31 32
33
34 35