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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,009 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 328 increasing their positions, 329 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.59%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.49%
New
72
Increased
328
Reduced
329
Closed
55
Calls
$7M
Puts
$610K
Net Calls
+$6.39M
Net Calls Change
-$461K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$104M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.3M
3
Ameriprise
Ameriprise
Minnesota
+$33.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$29.3M
5
CAM
Congress Asset Management
Massachusetts
+$23.8M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$87.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$80.1M
3
SFC
Strategic Financial Concepts
Texas
-$74.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.1M
5
Goldman Sachs
Goldman Sachs
New York
-$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
801
Philadelphia Trust Company
Pennsylvania
$214K – – –
WC
802
Waterloo Capital
Texas
$214K – – –
Fisher Asset Management
803
Fisher Asset Management
Washington
$212K -$123K -1,051 -37%
WP
804
WMS Partners
Maryland
$212K +$212K +1,806 New
AA
805
Auxano Advisors
Washington
$211K +$211K +1,803 New
CF
806
Corebridge Financial
Texas
$211K -$106K -900 -33%
BHWM
807
Bar Harbor Wealth Management
New Hampshire
$206K +$206K +1,760 New
HFS
808
HBC Financial Services
Washington
$206K – – –
FAIM
809
Financial Advocates Investment Management
Washington
$205K -$105K -1,001 -34%
MMG
810
Monetary Management Group
Missouri
$205K – – –
OWMIAS
811
One Wealth Management Investment & Advisory Services
Florida
$205K +$205K +1,747 New
OMC
812
Old Mission Capital
Illinois
$205K +$205K +1,745 New
SIC
813
Sigma Investment Counselors
Michigan
$204K +$204K +1,741 New
CCA
814
Cora Capital Advisors
New Jersey
$204K +$204K +1,740 New
CCA
815
Cobblestone Capital Advisors
New York
$204K +$204K +1,740 New
TAM
816
TCP Asset Management
Ohio
$204K +$204K +1,739 New
TW
817
TritonPoint Wealth
Maryland
$204K +$204K +1,736 New
FHB
818
First Hawaiian Bank
Hawaii
$203K +$203K +1,734 New
VF
819
VitalStone Financial
Texas
$202K – – –
BFPW
820
BOK Financial Private Wealth
Colorado
$199K – – –
MA
821
Montag & Associates
Georgia
$196K – – –
SIC
822
Salem Investment Counselors
North Carolina
$196K – – –
SWM
823
Sugarloaf Wealth Management
Georgia
$196K – – –
TCPG
824
Trivant Custom Portfolio Group
California
$195K – – –
OC
825
Oakworth Capital
Alabama
$193K +$48.9K +417 +34%
31 32
33
34 35