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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,121 hedge funds and large institutions have $13B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 329 increasing their positions, 326 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+112
Holders Change %
+11.1%
% of All Funds
14.93%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.59%
New
168
Increased
329
Reduced
326
Closed
31
Calls
$10.7M
Puts
$1.71M
Net Calls
+$9.04M
Net Calls Change
+$2.65M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.29B
2
AIA
2
Angeles Investment Advisors
California
$80.1M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$238M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$55.3M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$227M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
IAIM
3
International Assets Investment Management
Florida
$555K
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fayez Sarofim & Co
851
Fayez Sarofim & Co
Texas
$240K – – –
CFG
852
Clayton Financial Group
Missouri
$240K -$53.6K -423 -18%
NRI
853
NFP Retirement Inc
California
$240K -$4.06K -32 -2%
IPW
854
Impact Partnership Wealth
Georgia
$239K +$239K +1,886 New
RBFC
855
Roman Butler Fullerton & Co
Missouri
$238K +$133 +1 +0.1%
TFO
856
Timonier Family Office
North Carolina
$236K +$236K +1,862 New
BBW
857
Blue Barn Wealth
Utah
$236K – – –
CWM
858
CCG Wealth Management
California
$236K – – –
WCM
859
Windsor Capital Management
Arizona
$235K – – –
PVAMC
860
PPS&V Asset Management Consultants
Michigan
$235K – – –
LSAG
861
Lake Street Advisors Group
New Hampshire
$233K – – –
Chevy Chase Trust
862
Chevy Chase Trust
Maryland
$232K +$232K +1,832 New
PTC
863
Philadelphia Trust Company
Pennsylvania
$231K – – –
SRWM
864
Shira Ridge Wealth Management
California
$231K -$1.14K -9 -0.5%
WC
865
Waterloo Capital
Texas
$231K – – –
PL
866
Plancorp LLC
Missouri
$231K -$12.9K -102 -5%
LTAS
867
Linden Thomas Advisory Services
North Carolina
$230K +$230K +1,817 New
HCM
868
Hollencrest Capital Management
California
$230K -$5.7K -45 -2%
BTI
869
Blue Trust Inc
Georgia
$230K -$79.7K -629 -26%
LRWM
870
Lord & Richards Wealth Management
Colorado
$229K +$229K +1,807 New
WP
871
WMS Partners
Maryland
$229K – – –
AA
872
Auxano Advisors
Washington
$229K – – –
CAG
873
Centerpoint Advisory Group
Kansas
$228K +$228K +1,800 New
AQR Capital Management
874
AQR Capital Management
Connecticut
$227K +$227K +1,794 New
NFA
875
Northwest Financial Advisors
Virginia
$227K +$175K +1,381 +339%
33 34
35
36 37