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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 %
PCM
151
Penserra Capital Management
California
$6.09M +$6.09M +53,367 New
PFA
152
Petra Financial Advisors
Colorado
$6.04M -$51.5K -451 -0.8%
MBI
153
May Barnhard Investments
Maryland
$5.99M -$968K -8,482 -14%
CCM
154
Condor Capital Management
New Jersey
$5.99M +$170K +1,487 +3%
VW
155
Vance Wealth
California
$5.97M +$365K +3,195 +7%
FHA
156
First Horizon Advisors
Tennessee
$5.95M -$717K -6,286 -11%
MFIM
157
Mesirow Financial Investment Management
Illinois
$5.93M +$3.12M +27,351 +111%
Citigroup
158
Citigroup
New York
$5.91M +$1.35M +11,842 +30%
William Blair & Company
159
William Blair & Company
Illinois
$5.89M +$168K +1,473 +3%
SCA
160
Stonebridge Capital Advisors
Minnesota
$5.88M -$121K -1,059 -2%
SFS
161
Sowell Financial Services
Arkansas
$5.86M +$439K +3,848 +8%
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$5.86M +$2.79M +24,474 +91%
ML
163
McAdam LLC
Pennsylvania
$5.8M -$221K -1,933 -4%
9WM
164
9258 Wealth Management
Ohio
$5.59M +$122K +1,073 +2%
PGFC
165
Peapack-Gladstone Financial Corp
New Jersey
$5.55M -$172K -1,503 -3%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$5.53M -$2.71M -23,756 -33%
PCG
167
Prosperity Consulting Group
Maryland
$5.53M +$3.96M +34,689 +252%
TPCW
168
TD Private Client Wealth
New York
$5.46M -$509K -4,461 -9%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$5.42M +$320K +2,807 +6%
LF
170
Lee Financial
Texas
$5.42M -$122K -1,065 -2%
NA
171
NewEdge Advisors
Louisiana
$5.42M -$1.09M -9,581 -17%
PIA
172
Powell Investment Advisors
Florida
$5.36M -$146K -1,282 -3%
FTS
173
Fifth Third Securities
Ohio
$5.34M -$414K -3,625 -7%
BA
174
Bellwether Advisors
Nebraska
$5.21M +$317K +2,773 +6%
CHAM
175
Clear Harbor Asset Management
Connecticut
$5.11M +$349K +3,057 +7%
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