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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 %
RFA
951
Register Financial Advisors
Georgia
$32.4K – – –
NRC
952
New Republic Capital
North Carolina
$31.4K – – –
SAM
953
Smartleaf Asset Management
Massachusetts
$31.2K – – –
SR
954
Syntax Research
Florida
$29.9K – – –
WBC
955
West Branch Capital
Massachusetts
$29.6K – – –
ACM
956
Anfield Capital Management
California
$29.4K +$29.4K +258 New
CB
957
CNB Bank
Pennsylvania
$29.3K +$26.6K +233 +971%
FFA
958
Founders Financial Alliance
North Carolina
$29.2K – – –
AW
959
Avion Wealth
Texas
$29K +$29K +248 New
DFA
960
DHJJ Financial Advisors
Illinois
$26.5K – – –
VWM
961
Venturi Wealth Management
Texas
$26.3K – – –
RA
962
Rise Advisors
New York
$25.6K +$114 +1 +0.4%
LWANC
963
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.3K +$25.3K +222 New
CIAS
964
Capital Investment Advisory Services
North Carolina
$25K +$7.2K +63 +40%
WWM
965
Wolff Wiese Magana
California
$24.9K – – –
TSWM
966
Tyler-Stone Wealth Management
Ohio
$24.4K – – –
TFM
967
TFC Financial Management
Massachusetts
$23.1K -$42.8K -375 -65%
RMC
968
Resources Management Corp
Connecticut
$23K – – –
GA
969
GoalVest Advisory
New York
$22.9K -$38.1K -334 -62%
PMFA
970
Plante Moran Financial Advisors
Michigan
$22.8K -$5.14K -45 -18%
AFG
971
Albion Financial Group
Utah
$22.8K – – –
ANBT
972
American National Bank & Trust
Texas
$22.3K – – –
CIA
973
Cape Investment Advisory
Georgia
$21.6K +$3.42K +30 +19%
DAM
974
Delta Asset Management
Tennessee
$20.5K – – –
CA
975
CoreCap Advisors
Michigan
$20.3K +$20.3K +178 New
37 38
39
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