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 %
VCM
1101
Versant Capital Management
Arizona
$5.32K – – –
HCP
1102
Hexagon Capital Partners
Arkansas
$4.56K – – –
NL
1103
NVWM LLC
Pennsylvania
$4.45K – – –
CB
1104
CNB Bank
Pennsylvania
$4.18K -$133K -1,050 -97%
PFM
1105
Phillips Financial Management
Indiana
$4.06K -$9.76K -77 -71%
MIA
1106
MeadowBrook Investment Advisors
Michigan
$3.8K – – –
PSB
1107
Piscataqua Savings Bank
New Hampshire
$3.8K – – –
PPWM
1108
PFG Private Wealth Management
Florida
$3.3K -$3.42K -27 -51%
MSWA
1109
Marshall & Sterling Wealth Advisors
New York
$2.92K +$2.92K +23 New
PIP
1110
Peachtree Investment Partners
Florida
$2.41K – – –
TVWM
1111
Tower View Wealth Management
Wisconsin
$2.28K – – –
WWP
1112
WR Wealth Planners
Missouri
$2.28K – – –
VHAM
1113
Van Hulzen Asset Management
California
$2.01K +$2.01K +16 New
KIM
1114
Kestra Investment Management
Texas
$1.91K +$1.91K +15 New
Citadel Advisors
1115
Citadel Advisors
Florida
$1.52K -$4.76M -37,578 -100%
MSG
1116
Main Street Group
Virginia
$1.52K – – –
WCM
1117
Westend Capital Management
California
$1.39K – – –
OCM
1118
Orion Capital Management
California
$1.39K +$1.39K +11 New
HI
1119
Horizon Investments
North Carolina
$1.39K +$1.39K +11 New
YAL
1120
Your Advocates Ltd
Texas
$1.14K – – –
NS
1121
NBC Securities
Alabama
$1.13K -$1.15M -8,167 -100%
MFC
1122
Morris Financial Concepts
South Carolina
$1.01K – – –
TFA
1123
Transamerica Financial Advisors
Florida
$1K – – –
M
1124
MOTCO
Texas
$761 – – –
Wellington Management Group
1125
Wellington Management Group
Massachusetts
– -$61.2M -521,898 Closed
43 44
45
46 47