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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,004 hedge funds and large institutions have $10.1B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 310 increasing their positions, 339 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
-27
Holders Change %
-2.62%
% of All Funds
14.6%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
0.48%
New
67
Increased
310
Reduced
339
Closed
77
Calls
$7.01M
Puts
$154K
Net Calls
+$6.85M
Net Calls Change
-$3.01M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$42.1M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$40M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$22M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$20.5M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$688M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$54.6M
3
Goldman Sachs
Goldman Sachs
New York
-$40.6M
4
AIA
Angeles Investment Advisors
California
-$40.5M
5
CA
CSM Advisors
Pennsylvania
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
801
Windsor Capital Management
Arizona
$205K +$110 +1 +0.1%
PVAMC
802
PPS&V Asset Management Consultants
Michigan
$204K -$6.07K -55 -3%
PL
803
Plancorp LLC
Missouri
$204K – – –
IBOK
804
Independence Bank of Kentucky
Kentucky
$203K -$6.4K -58 -3%
LSAG
805
Lake Street Advisors Group
New Hampshire
$203K – – –
SRWM
806
Shira Ridge Wealth Management
California
$202K – – –
WC
807
Waterloo Capital
Texas
$201K +$221 +2 +0.1%
PTC
808
Philadelphia Trust Company
Pennsylvania
$201K – – –
PL
809
Parthenon LLC
Kentucky
$201K +$201K +1,818 New
MCM
810
Mill Capital Management
North Carolina
$200K – – –
CFD
811
Creative Financial Designs
Indiana
$200K – – –
HCM
812
Hollencrest Capital Management
California
$200K – – –
MMG
813
Monetary Management Group
Missouri
$193K – – –
VF
814
VitalStone Financial
Texas
$190K – – –
TCG
815
Transcendent Capital Group
Oklahoma
$190K -$3.26M -29,498 -94%
LFA
816
LGT Financial Advisors
Texas
$187K – – –
BFPW
817
BOK Financial Private Wealth
Colorado
$187K – – –
HFS
818
HBC Financial Services
Washington
$187K – – –
MA
819
Montag & Associates
Georgia
$185K – – –
SIC
820
Salem Investment Counselors
North Carolina
$184K – – –
SWM
821
Sugarloaf Wealth Management
Georgia
$184K – – –
TCPG
822
Trivant Custom Portfolio Group
California
$183K +$110 +1 +0.1%
AssetMark Inc
823
AssetMark Inc
California
$177K -$10.3M -93,191 -98%
Deutsche Bank
824
Deutsche Bank
Germany
$173K – – –
AIM
825
Acropolis Investment Management
Missouri
$173K – – –
31 32
33
34 35