IWP icon

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.

Holders
1,004
Holders Change
-27
Holders Change %
-2.62%
% of All Funds
14.61%
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
1
Bank of America
North Carolina
$689M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$82.8M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$22.5M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$465M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$41.7M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$471M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$14K
3
Goldman Sachs
3
Goldman Sachs
New York
$75.6M
4
AIA
4
Angeles Investment Advisors
California
$0
5
CA
5
CSM Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$12.4M 112,531 -39,339 -26%
MCM
102
MAI Capital Management
Ohio
$12.4M 112,176 -2 -0%
MBTD
103
Mechanics Bank - Trust Department
California
$12.3M 111,734 +5,601 +5%
PFP
104
Pinnacle Financial Partners
Tennessee
$11.8M 106,946 +3,471 +3%
WANY
105
Wealthspire Advisors (New York)
New York
$11.8M 106,742 +8,989 +9%
CWM
106
Connecticut Wealth Management
Connecticut
$11.3M 102,288 +1,000 +1%
LWP
107
LMG Wealth Partners
Louisiana
$11.2M 101,863 -646 -0.6%
NP
108
NorthRock Partners
Minnesota
$11.1M 100,369 -683 -0.7%
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$11M 99,644 +8,207 +9%
MCCA
110
Mill Creek Capital Advisors
Pennsylvania
$10.9M 99,209 +35,284 +55%
WIC
111
Whitegate Investment Counselors
New Hampshire
$10.8M 97,847 -160 -0.2%
BRWA
112
B. Riley Wealth Advisors
Florida
$10.7M 96,742 -62,506 -39%
OAM
113
Occidental Asset Management
California
$10.3M 93,082 +2,760 +3%
WMWM
114
Whitaker-Myers Wealth Managers
Ohio
$10.1M 91,589 +20,175 +28%
FMII
115
Farmers & Merchants Investments Inc
Nebraska
$10M 90,685 -2 -0%
Kovitz Investment Group Partners
116
Kovitz Investment Group Partners
Illinois
$9.74M 88,293 +77,588 +725%
SCA
117
Southern Capital Advisors
Tennessee
$9.46M 85,765 +509 +0.6%
WA
118
Waverly Advisors
Alabama
$9.45M 85,597 -523 -0.6%
EWA
119
EP Wealth Advisors
California
$9.44M 85,521 -2,729 -3%
ATC
120
Argent Trust Co
Tennessee
$9.34M 84,665 +2,355 +3%
MFIM
121
Mesirow Financial Investment Management
Illinois
$9.25M 83,794 +31,801 +61%
PP
122
Pegasus Partners
Wisconsin
$8.65M 78,429 +8,122 +12%
XF
123
XML Financial
Maryland
$8.64M 78,260 +4,664 +6%
WFA
124
WestHill Financial Advisors
California
$8.39M 76,012 +357 +0.5%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$8.15M 73,832 +141 +0.2%
3 4
5
6 7