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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 %
MWM
951
Mascoma Wealth Management
New Hampshire
$18.5K – – –
IFAM
952
Institutional & Family Asset Management
Colorado
$18.4K – – –
LWA
953
Lowe Wealth Advisors
Maryland
$16.6K – – –
RTC
954
Riverview Trust Company
Washington
$16.6K – – –
JFG
955
JDM Financial Group
Texas
$14.7K – – –
MSFP
956
Mark Sheptoff Financial Planning
Connecticut
$14.7K – – –
RDIA
957
RE Dickinson Investment Advisors
Iowa
$14.3K – – –
BNP Paribas Financial Markets
958
BNP Paribas Financial Markets
France
$14K -$54.6M -495,073 -100%
DJSG
959
D.J. St. Germain
Massachusetts
$14K -$1.32K -12 -9%
PP
960
PrairieView Partners
Minnesota
$13K – – –
MLA
961
MB, Levis & Associates
Pennsylvania
$12.4K – – –
PFM
962
Phillips Financial Management
Indiana
$12K +$12K +109 New
BSB
963
Bangor Savings Bank
Maine
$11.8K +$11.8K +107 New
CPA
964
Clear Point Advisors
New York
$11.5K – – –
CSC
965
Caldwell Sutter Capital
California
$11.3K – – –
TWP
966
Triad Wealth Partners
Kansas
$11.3K +$11.3K +102 New
WAG
967
Windsor Advisory Group
Ohio
$11.2K – – –
MTIC
968
Missouri Trust & Investment Company
Missouri
$11K – – –
FDCDDQ
969
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11K – – –
PFSC
970
Peoples Financial Services Corp
Pennsylvania
$10.9K +$10.9K +99 New
IRC
971
Investors Research Corp
Georgia
$10.8K – – –
WB
972
Webster Bank
Connecticut
$10.8K – – –
NFSG
973
Newbridge Financial Services Group
Florida
$10.5K – – –
ATS
974
Ashton Thomas Securities
New York
$10.4K +$10.4K +94 New
FMB
975
Field & Main Bank
Kentucky
$9.93K – – –
37 38
39
40 41