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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
$689M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$82.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$22.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$465M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$41.7M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$471M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$14K
3
Goldman Sachs
Goldman Sachs
New York
$75.6M
4
AIA
Angeles Investment Advisors
California
$0
5
CA
CSM Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
976
Vermillion & White Wealth Management Group
Pennsylvania
$9.6K – – –
APCM
977
Alaska Permanent Capital Management
Alaska
$9.49K – – –
TSMHT
978
Thurston Springer Miller Herd & Titak
Indiana
$8.61K +$8.61K +78 New
AWM
979
Abound Wealth Management
Tennessee
$7.62K – – –
PWA
980
Provenance Wealth Advisors
Florida
$6.62K – – –
PCWA
981
Pacific Capital Wealth Advisors
California
$6.4K – – –
AIM
982
Anchor Investment Management
South Carolina
$6.07K – – –
NRG
983
Nemes Rush Group
Michigan
$5.63K – – –
RWMG
984
Redwood Wealth Management Group
New Jersey
$5.52K +$5.52K +50 New
VCM
985
Versant Capital Management
Arizona
$4.64K – – –
HCP
986
Hexagon Capital Partners
Arkansas
$3.97K – – –
PPWM
987
PFG Private Wealth Management
Florida
$3.75K -$2.98K -27 -44%
NMG
988
New Millennium Group
Utah
$3.42K +$3.42K +31 New
MIA
989
MeadowBrook Investment Advisors
Michigan
$3.31K – – –
PSB
990
Piscataqua Savings Bank
New Hampshire
$3.31K – – –
HWM
991
HighMark Wealth Management
Minnesota
$3.11K – – –
WIA
992
Wetzel Investment Advisors
Indiana
$2.28K – – –
KFS
993
Kelly Financial Services
Massachusetts
$2.21K – – –
TFF
994
The Family Firm
Maryland
$2.1K +$2.1K +19 New
PIP
995
Peachtree Investment Partners
Florida
$2.1K – – –
TVWM
996
Tower View Wealth Management
Wisconsin
$1.99K – – –
OA
997
Operose Advisors
Wisconsin
$1.55K – – –
MSG
998
Main Street Group
Virginia
$1.32K – – –
WCM
999
Westend Capital Management
California
$1.21K – – –
TFA
1000
Transamerica Financial Advisors
Florida
$1K – – –
38 39
40
41 42