IWP icon

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 %
SS
926
Sunbelt Securities
Texas
$160K +$40K +314 +33%
AIA
927
Arcadia Investment Advisors
Idaho
$157K – – –
BA
928
Ballast Advisors
Minnesota
$156K -$507 -4 -0.3%
RCA
929
Runnymede Capital Advisors
Ohio
$156K +$156K +1,230 New
RWM
930
Rialto Wealth Management
New York
$156K +$156K +1,228 New
PA
931
Pineridge Advisors
Missouri
$152K -$15.6K -123 -9%
CFD
932
Creative Financial Designs
Indiana
$151K – – –
LWCFA
933
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$149K – – –
POIA
934
Pin Oak Investment Advisors
Texas
$148K – – –
TCA
935
Trifecta Capital Advisors
Illinois
$145K – – –
AEPWM
936
Atlantic Edge Private Wealth Management
Florida
$144K – – –
BWL
937
Bogart Wealth LLC
Virginia
$144K – – –
Russell Investments Group
938
Russell Investments Group
United Kingdom
$143K +$57K +450 +66%
AFG
939
Albion Financial Group
Utah
$140K +$114K +901 +451%
BFO
940
Biltmore Family Office
North Carolina
$139K – – –
CBT
941
CoreFirst Bank & Trust
Kansas
$139K – – –
EB
942
Eastern Bank
Massachusetts
$139K – – –
DP
943
Denver PWM
Colorado
$133K – – –
TF
944
Tompkins Financial
New York
$130K -$50.7K -400 -28%
PCTC
945
Perkins Coie Trust Company
Washington
$130K -$40.4K -319 -24%
SL
946
Salomon & Ludwin
Virginia
$130K -$2.66K -21 -2%
TC
947
Trust Company
Kansas
$129K – – –
CF
948
Corebridge Financial
Texas
$127K -$101K -800 -44%
EWM
949
Evermay Wealth Management
Virginia
$127K – – –
CWM
950
Copia Wealth Management
Oregon
$125K +$125K +989 New
36 37
38
39 40