IWP icon

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 %
PWMG
851
Private Wealth Management Group
New Jersey
$123K +$123K +1,117 New
BFS
852
Bare Financial Services
Pennsylvania
$122K -$888 -8 -0.7%
BFO
853
Biltmore Family Office
North Carolina
$121K – – –
USB
854
Union Savings Bank
Connecticut
$120K – – –
DP
855
Denver PWM
Colorado
$116K +$116K +1,048 New
SL
856
Salomon & Ludwin
Virginia
$116K -$23.4K -212 -17%
TC
857
Trust Company
Kansas
$112K – – –
WTA
858
Washington Trust Advisors
Massachusetts
$111K +$33.9K +307 +44%
EWM
859
Evermay Wealth Management
Virginia
$110K – – –
GWSG
860
GPS Wealth Strategies Group
Colorado
$106K +$7.5K +68 +8%
WT
861
Washington Trust
Rhode Island
$105K – – –
MCM
862
MidAtlantic Capital Management
Virginia
$101K – – –
MPWT
863
MassMutual Private Wealth & Trust
Connecticut
$99.9K -$166K -1,500 -62%
RAM
864
Ramirez Asset Management
New York
$99.3K – – –
MPCG
865
Matrix Private Capital Group
New York
$99.3K – – –
SS
866
Sunbelt Securities
Texas
$96.2K – – –
PA
867
PSI Advisors
Florida
$92.5K +$220 +2 +0.2%
JGIA
868
Jackson Grant Investment Advisers
Connecticut
$92.2K +$110 +1 +0.1%
OP
869
ORG Partners
Indiana
$92K +$92K +837 New
W
870
WealthCollab
Washington
$90.9K – – –
CTA
871
Colonial Trust Advisors
South Carolina
$88.3K – – –
SN
872
Sittner & Nelson
Oregon
$88.3K – – –
BCMLT
873
Beacon Capital Management LLC (Tennessee)
Tennessee
$84.4K +$20.8K +188 +33%
PMFA
874
Plante Moran Financial Advisors
Michigan
$83.6K +$61.6K +558 +279%
1832 Asset Management
875
1832 Asset Management
Ontario, Canada
$82.7K +$82.7K +749 New
33 34
35
36 37