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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 %
PGAM
826
Princeton Global Asset Management
New Jersey
$171K +$171K +1,551 New
DSC
827
Duncker Streett & Co
Missouri
$170K – – –
HFA
828
Hershey Financial Advisers
Pennsylvania
$166K +$166K +1,506 New
KHC
829
Koesten Hirschmann & Crabtree
Kansas
$165K – – –
BTI
830
Blue Trust Inc
Georgia
$163K – – –
PLU
831
Performa Ltd (US)
South Carolina
$160K +$110 +1 +0.1%
TF
832
Tompkins Financial
New York
$157K – – –
MIA
833
Milestone Investment Advisors
Wisconsin
$156K – – –
SWA
834
SOA Wealth Advisors
New York
$155K – – –
PA
835
Pineridge Advisors
Missouri
$154K -$1.1K -10 -0.7%
POIA
836
Pin Oak Investment Advisors
Texas
$153K – – –
HBT
837
Hills Bank & Trust
Iowa
$153K -$14.3K -130 -9%
EK
838
Evensky & Katz
Florida
$151K +$111 +1 +0.1%
PCTC
839
Perkins Coie Trust Company
Washington
$149K – – –
PFBT
840
Parkside Financial Bank & Trust
Missouri
$146K +$2.21K +20 +2%
VAMG
841
Voisard Asset Management Group
Michigan
$146K +$88.3K +800 +154%
National Bank of Canada
842
National Bank of Canada
Quebec, Canada
$143K +$45.7K +417 +47%
JWM
843
Janiczek Wealth Management
Colorado
$141K – – –
AIA
844
Arcadia Investment Advisors
Idaho
$136K -$9.71K -88 -7%
OC
845
Oakworth Capital
Alabama
$135K -$110K -999 -45%
BA
846
Ballast Advisors
Minnesota
$133K +$1.88K +17 +1%
LWCFA
847
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$129K -$7.26K -63 -5%
TCA
848
Trifecta Capital Advisors
Illinois
$126K – – –
AEPWM
849
Atlantic Edge Private Wealth Management
Florida
$126K – – –
BWL
850
Bogart Wealth LLC
Virginia
$125K – – –
32 33
34
35 36