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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.

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
Morgan Stanley
New York
$2.29B
2
AIA
Angeles Investment Advisors
California
$80.1M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$238M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$55.3M
5
FCBT
First Citizens Bank & Trust
North Carolina
$227M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
3
IAIM
International Assets Investment Management
Florida
$555K
4
Prudential Financial
Prudential Financial
New Jersey
$0
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAM
126
First Citizens Asset Management
North Carolina
$11.4M +$2.85M +22,470 +33%
ATC
127
Argent Trust Co
Tennessee
$11.3M +$98.5K +777 +0.9%
PCM
128
Penserra Capital Management
California
$11.2M +$11.2M +88,753 New
AssetMark Inc
129
AssetMark Inc
California
$11.2M +$11M +87,079 +5,578%
Kovitz Investment Group Partners
130
Kovitz Investment Group Partners
Illinois
$10.9M -$38K -300 -0.3%
PF
131
Phoenix Financial
Israel
$10.4M -$4.66M -36,798 -31%
WFA
132
WestHill Financial Advisors
California
$10.1M +$99.6K +786 +1%
XF
133
XML Financial
Maryland
$10.1M +$63.8K +503 +0.6%
WIC
134
Whitegate Investment Counselors
New Hampshire
$10M -$2.38M -18,793 -19%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$10M +$4.41M +34,754 +79%
Kayne Anderson Rudnick Investment Management
136
Kayne Anderson Rudnick Investment Management
California
$9.83M +$5.34M +42,166 +119%
APP
137
Avantax Planning Partners
Iowa
$9.62M +$92.1K +727 +1%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$9.25M +$9.25M +72,983 New
CI
139
Conning Inc
Connecticut
$8.95M – – –
SAM
140
Sequent Asset Management
Texas
$8.53M -$1.97M -15,536 -19%
ClearBridge Investments
141
ClearBridge Investments
New York
$8.46M +$7.16M +56,509 +551%
NA
142
NewEdge Advisors
Louisiana
$8.45M +$867K +6,842 +11%
FFA
143
First Foundation Advisors
California
$8.4M -$68.1K -537 -0.8%
FCH
144
Freestone Capital Holdings
Washington
$8.37M +$127K +1,003 +2%
IA
145
IFP Advisors
Florida
$8.24M +$4.11M +32,434 +99%
JWCA
146
J.W. Cole Advisors
Florida
$8.16M -$75K -592 -0.9%
BRWA
147
B. Riley Wealth Advisors
Florida
$7.97M -$2.51M -19,779 -24%
FMC
148
First Merchants Corp
Indiana
$7.94M -$66.2K -522 -0.8%
GIA
149
Gladstone Institutional Advisory
Florida
$7.83M +$6.37M +50,293 +437%
CGA
150
Crescent Grove Advisors
Illinois
$7.79M +$127 +1 +0%
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