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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
14.95%
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 %
CTA
901
Colonial Trust Advisors
South Carolina
$91.3K – – –
SN
902
Sittner & Nelson
Oregon
$91.3K – – –
NIC
903
Northwest Investment Counselors
Oregon
$90.4K +$90.4K +792 New
BFEC
904
Benjamin F. Edwards & Company
Missouri
$82K -$21.7K -190 -21%
IF
905
Integrity Financial
Wyoming
$81.3K – – –
WTA
906
Washington Trust Advisors
Massachusetts
$80K – – –
DMKJ
907
David M. Knott Jr
$79K – – –
NSIM
908
North Star Investment Management
Illinois
$78.8K – – –
PB
909
Pinnacle Bancorp
Nebraska
$78K – – –
SFC
910
SYM Financial Corp
Indiana
$77.2K – – –
FCA
911
FinTrust Capital Advisors
South Carolina
$75K – – –
GPFA
912
Game Plan Financial Advisors
Ohio
$74K – – –
HDIM
913
Hanson & Doremus Investment Management
Vermont
$72K – – –
GG
914
Gleason Group
Kentucky
$71.2K +$114 +1 +0.2%
CCP
915
Clarkston Capital Partners
Michigan
$67K – – –
BCMLT
916
Beacon Capital Management LLC (Tennessee)
Tennessee
$65.9K +$40.7K +357 +162%
SC
917
Stephens Consulting
Michigan
$65.5K +$114 +1 +0.2%
AIC
918
Archer Investment Corporation
Indiana
$65.2K – – –
EWP
919
Elevation Wealth Partners
California
$65.1K +$114 +1 +0.2%
ADL
920
Asset Dedication LLC
California
$64K – – –
PK
921
Pflug Koory
Nebraska
$63.9K – – –
TH
922
TCTC Holdings
Texas
$62.8K – – –
GWANC
923
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.3K – – –
HR
924
Howe & Rusling
New York
$59.9K -$1.6K -14 -3%
VAMG
925
Voisard Asset Management Group
Michigan
$59.4K – – –
35 36
37
38 39