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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 %
APCM
1001
Alaska Permanent Capital Management
Alaska
$9.82K – – –
PP
1002
Pacifica Partners
Canada
$9.25K – – –
IWP
1003
IAG Wealth Partners
Wisconsin
$8.9K +$8.9K +78 New
TAM
1004
Tucker Asset Management
Colorado
$8.33K +$1.94K +17 +30%
AWM
1005
Abound Wealth Management
Tennessee
$7.88K – – –
HT
1006
Headlands Technologies
Illinois
$7.88K +$7.88K +69 New
PPWM
1007
PFG Private Wealth Management
Florida
$6.96K – – –
PWA
1008
Provenance Wealth Advisors
Florida
$6.85K – – –
PCWA
1009
Pacific Capital Wealth Advisors
California
$6.62K +$6.62K +58 New
AIM
1010
Anchor Investment Management
South Carolina
$6.28K +$6.28K +55 New
T
1011
Tidemark
California
$6.05K -$26.5K -232 -81%
KA
1012
Kozak & Associates
Colorado
$6.04K +$5.59K +50 +1,250%
NRG
1013
Nemes Rush Group
Michigan
$5.82K – – –
VCM
1014
Versant Capital Management
Arizona
$4.79K – – –
HCP
1015
Hexagon Capital Partners
Arkansas
$4.11K – – –
EBA
1016
Eagle Bay Advisors
New York
$4.11K +$4.11K +36 New
MIA
1017
MeadowBrook Investment Advisors
Michigan
$3.42K – – –
PSB
1018
Piscataqua Savings Bank
New Hampshire
$3.42K – – –
BL
1019
Balentine LLC
Georgia
$3.31K – – –
HWM
1020
HighMark Wealth Management
Minnesota
$3.21K +$344 +3 +12%
CB
1021
Centennial Bank
Arkansas
$3.2K +$1.14K +10 +56%
PVH
1022
Psagot Value Holdings
Israel
$3K +$3K +26 New
KFS
1023
Kelly Financial Services
Massachusetts
$2.28K – – –
PIP
1024
Peachtree Investment Partners
Florida
$2.17K – – –
WIA
1025
Wetzel Investment Advisors
Indiana
$2.13K – – –
39 40
41
42 43