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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 %
WC
826
Waterloo Capital
Texas
$208K -$17.1K -150 -8%
KIG
827
Kowal Investment Group
Wisconsin
$207K +$207K +1,815 New
MCM
828
Mill Capital Management
North Carolina
$207K – – –
EWM
829
Empirical Wealth Management
Washington
$207K +$207K +1,815 New
CFD
830
Creative Financial Designs
Indiana
$207K – – –
HCM
831
Hollencrest Capital Management
California
$207K – – –
JSW
832
Journey Strategic Wealth
New Jersey
$207K -$28.9K -253 -12%
WS
833
Wedbush Securities
California
$206K +$206K +1,806 New
VBWMG
834
Von Berge Wealth Management Group
California
$205K +$205K +1,800 New
LWM
835
LongView Wealth Management
Georgia
$205K +$205K +1,792 New
MAC
836
Mason & Associates (California)
California
$205K +$205K +1,792 New
OWMIAS
837
One Wealth Management Investment & Advisory Services
Florida
$203K +$203K +1,777 New
AMM
838
American Money Management
California
$202K -$40.4K -354 -17%
RBFC
839
Roman Butler Fullerton & Co
Missouri
$202K -$26.6K -249 -12%
MWM
840
McNaughton Wealth Management
California
$201K +$201K +1,761 New
MMG
841
Monetary Management Group
Missouri
$200K – – –
VF
842
VitalStone Financial
Texas
$197K – – –
LFA
843
LGT Financial Advisors
Texas
$194K -$2.17K -19 -1%
BFPW
844
BOK Financial Private Wealth
Colorado
$194K – – –
MG
845
Mather Group
Illinois
$193K +$193K +1,846 New
OSAM
846
O'Shaughnessy Asset Management
Connecticut
$193K +$58K +508 +43%
MA
847
Montag & Associates
Georgia
$191K – – –
SIC
848
Salem Investment Counselors
North Carolina
$191K – – –
SWM
849
Sugarloaf Wealth Management
Georgia
$190K – – –
TCPG
850
Trivant Custom Portfolio Group
California
$189K -$114 -1 -0.1%
32 33
34
35 36