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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.

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 Market Value Shares Shares
Change 		Shares
Change %
JFG
101
JMG Financial Group
Illinois
$15.5M 122,601 -892 -0.7%
CRC
102
Curi RMB Capital
Illinois
$15.2M 119,708 -137 -0.1%
BCWM
103
Bartlett & Co Wealth Management
Ohio
$14.8M 116,973 -5,126 -4%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$14.8M 116,687 -546 -0.5%
MBTD
105
Mechanics Bank - Trust Department
California
$14.5M 114,495 -1,575 -1%
BlackRock
106
BlackRock
New York
$14.5M 114,167 +5,251 +5%
PFP
107
Pinnacle Financial Partners
Tennessee
$14.4M 113,872 +3,805 +3%
HIP
108
HUB Investment Partners
Texas
$14M 110,529 -10,373 -9%
CM
109
Churchill Management
California
$13.8M 109,019 -6,008 -5%
WMWM
110
Whitaker-Myers Wealth Managers
Ohio
$13.7M 107,773 +8,654 +9%
UB
111
UMB Bank
Missouri
$13.4M 106,108 -7,073 -6%
SMF
112
Sterling Manor Financial
New York
$13M 102,275 -4,371 -4%
CWM
113
Connecticut Wealth Management
Connecticut
$13M 102,238 -50 -0%
LWP
114
LMG Wealth Partners
Louisiana
$12.8M 101,232 -430 -0.4%
MCCA
115
Mill Creek Capital Advisors
Pennsylvania
$12.6M 99,258 -388 -0.4%
SCM
116
Sterling Capital Management
North Carolina
$12.5M 98,960 -13,128 -12%
NP
117
NorthRock Partners
Minnesota
$12.2M 96,521 -2,082 -2%
UCMOK
118
United Capital Management of KS
Kansas
$12.2M 96,507 +93,611 +3,232%
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$11.9M 93,720 -60 -0.1%
AAS
120
Avantax Advisory Services
Texas
$11.8M 92,928 +15,801 +20%
OAM
121
Occidental Asset Management
California
$11.7M 92,438 -937 -1%
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$11.7M 91,773 -9,037 -9%
SFG
123
Stonebridge Financial Group
Pennsylvania
$11.5M 90,973 +90,973 New
SA
124
Sanctuary Advisors
Indiana
$11.5M 84,466 +5,990 +8%
SCA
125
Southern Capital Advisors
Tennessee
$11.4M 89,843 +1,137 +1%
3 4
5
6 7