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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
$43.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$44.6M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$172M
5
FCBT
First Citizens Bank & Trust
North Carolina
$161M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.26B
2
Bank of America
Bank of America
North Carolina
$669M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.2B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$0
5
CAM
Congress Asset Management
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
926
S.A. Mason
Michigan
$58.8K – – –
BONH
927
Bank of New Hampshire
New Hampshire
$58.4K – – –
GWS
928
Glassman Wealth Services
Virginia
$56.4K – – –
HPIA
929
Hamilton Point Investment Advisors
North Carolina
$53.9K – – –
AA
930
AlphaMark Advisors
Kentucky
$53K – – –
AP
931
Atwood & Palmer
Missouri
$52.5K – – –
MFC
932
Mechanics Financial Corp
Ohio
$52K – – –
FFA
933
Farther Finance Advisors
California
$51K +$7.37K +65 +17%
GI
934
Gradient Investments
Minnesota
$46.1K -$22.8K -200 -33%
CMP
935
Coston McIsaac & Partners
Maine
$46K – – –
OLVIG
936
Oliver Lagore Vanvalin Investment Group
Michigan
$45.8K -$36.7K -321 -44%
PAI
937
Pittenger & Anderson Inc
Nebraska
$45.7K – – –
PAM
938
Palisade Asset Management
Minnesota
$45.7K +$45.7K +400 New
NCM
939
Northwest Capital Management
Oregon
$45.2K – – –
HWM
940
Horizons Wealth Management
North Carolina
$44.5K – – –
ITIM
941
Indiana Trust & Investment Management
Indiana
$43.7K – – –
RWPA
942
Richard W. Paul & Associates
Michigan
$38K -$685 -6 -2%
CWP
943
Concord Wealth Partners
Virginia
$37.7K -$11.8K -103 -24%
NBT
944
Northwest Bank & Trust
Iowa
$36.7K – – –
CHA
945
Carmichael Hill & Associates
Maryland
$36.1K – – –
RFS
946
Richardson Financial Services
Massachusetts
$34.7K – – –
JFA
947
JNBA Financial Advisors
Minnesota
$34.4K – – –
AAG
948
Armstrong Advisory Group
Massachusetts
$34.1K – – –
KWAG
949
Kiely Wealth Advisory Group
North Carolina
$33.8K – – –
RBC
950
Roble Belko & Company
Pennsylvania
$33K – – –
36 37
38
39 40