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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 %
DMKJ
876
David M. Knott Jr
$77K – – –
NSIM
877
North Star Investment Management
Illinois
$76.1K – – –
PB
878
Pinnacle Bancorp
Nebraska
$75.4K – – –
SIS
879
Sound Income Strategies
Florida
$74.8K -$15.2K -138 -17%
SFC
880
SYM Financial Corp
Indiana
$74.6K – – –
FCA
881
FinTrust Capital Advisors
South Carolina
$72.5K – – –
GPFA
882
Game Plan Financial Advisors
Ohio
$71.5K – – –
HDIM
883
Hanson & Doremus Investment Management
Vermont
$69K – – –
GG
884
Gleason Group
Kentucky
$68.9K +$110 +1 +0.2%
SC
885
Stephens Consulting
Michigan
$63.4K – – –
AIC
886
Archer Investment Corporation
Indiana
$63K – – –
EWP
887
Elevation Wealth Partners
California
$63K +$110 +1 +0.2%
TH
888
TCTC Holdings
Texas
$60.7K – – –
SFC
889
Strategic Financial Concepts
Texas
$57.3K +$56.8K +632,241 +10,532%
SAM
890
S.A. Mason
Michigan
$56.8K – – –
BONH
891
Bank of New Hampshire
New Hampshire
$56.5K – – –
GWS
892
Glassman Wealth Services
Virginia
$54.5K – – –
ADL
893
Asset Dedication LLC
California
$54.3K -$6.4K -58 -11%
HR
894
Howe & Rusling
New York
$52.1K -$5.85K -53 -10%
HPIA
895
Hamilton Point Investment Advisors
North Carolina
$52.1K – – –
AA
896
AlphaMark Advisors
Kentucky
$51K – – –
AP
897
Atwood & Palmer
Missouri
$50.8K – – –
EBA
898
Eagle Bay Advisors
New York
$50.8K +$46.8K +424 +1,178%
MFC
899
Mechanics Financial Corp
Ohio
$50.3K – – –
CB
900
CNB Bank
Pennsylvania
$48.4K +$20.1K +182 +71%
34 35
36
37 38