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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 %
HFS
851
HBC Financial Services
Washington
$182K – – –
Deutsche Bank
852
Deutsche Bank
Germany
$179K – – –
AIM
853
Acropolis Investment Management
Missouri
$179K – – –
DSC
854
Duncker Streett & Co
Missouri
$176K – – –
CT
855
Cambridge Trust
Massachusetts
$174K -$91.2K -799 -34%
HBT
856
Hills Bank & Trust
Iowa
$173K – – –
CWM
857
CarsonAllaria Wealth Management
Illinois
$173K +$152K +1,334 +749%
PLU
858
Performa Ltd (US)
South Carolina
$166K +$114 +1 +0.1%
KHC
859
Koesten Hirschmann & Crabtree
Kansas
$165K +$165K +1,442 New
TF
860
Tompkins Financial
New York
$163K -$22.4K -196 -12%
BTI
861
Blue Trust Inc
Georgia
$163K -$73.3K -642 -31%
MIA
862
Milestone Investment Advisors
Wisconsin
$162K – – –
PA
863
Pineridge Advisors
Missouri
$161K -$64.1K -562 -29%
SWA
864
SOA Wealth Advisors
New York
$160K +$114 +1 +0.1%
POIA
865
Pin Oak Investment Advisors
Texas
$159K – – –
EK
866
Evensky & Katz
Florida
$156K +$229 +2 +0.1%
PCTC
867
Perkins Coie Trust Company
Washington
$154K – – –
AIA
868
Arcadia Investment Advisors
Idaho
$151K -$20.3K -178 -12%
PFBT
869
Parkside Financial Bank & Trust
Missouri
$149K -$14.3K -125 -9%
JWM
870
Janiczek Wealth Management
Colorado
$146K – – –
SL
871
Salomon & Ludwin
Virginia
$144K +$36.3K +318 +34%
BA
872
Ballast Advisors
Minnesota
$136K – – –
TCA
873
Trifecta Capital Advisors
Illinois
$131K +$131K +1,146 New
AEPWM
874
Atlantic Edge Private Wealth Management
Florida
$130K – – –
IGWM
875
ICA Group Wealth Management
Colorado
$130K +$8.56K +75 +7%
33 34
35
36 37