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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
14.92%
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
+$920M
2
AIA
Angeles Investment Advisors
California
+$80.1M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$49.4M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.1M
5
FCBT
First Citizens Bank & Trust
North Carolina
+$46.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$61.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$29.3M
3
IAIM
International Assets Investment Management
Florida
-$27.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
176
Kingsview Wealth Management
Oregon
$5.82M +$322K +2,544 +6%
FC
177
Forte Capital
New York
$5.81M -$365K -2,878 -6%
MA
178
Mutual Advisors
Nebraska
$5.77M +$372K +2,830 +7%
LF
179
Lee Financial
Texas
$5.69M -$74.1K -585 -1%
BSG
180
Black Swift Group
Colorado
$5.66M +$5.66M +44,645 New
Renaissance Technologies
181
Renaissance Technologies
New York
$5.64M +$5.64M +44,500 New
PAS
182
Park Avenue Securities
New York
$5.61M +$2.01M +15,840 +56%
MBI
183
May Barnhard Investments
Maryland
$5.6M -$103K -809 -2%
FTS
184
Fifth Third Securities
Ohio
$5.59M -$203K -1,602 -4%
CAM
185
Cresset Asset Management
Illinois
$5.49M -$190K -1,498 -3%
PGFC
186
Peapack-Gladstone Financial Corp
New Jersey
$5.46M -$183K -1,442 -3%
HCP
187
Holt Capital Partners
Texas
$5.4M +$41.7K +329 +0.8%
TC
188
TAGStone Capital
North Carolina
$5.35M +$66.4K +524 +1%
ONB
189
Old National Bancorp
Indiana
$5.29M -$395K -3,115 -7%
BMWS
190
Brady Martz Wealth Solutions
North Dakota
$5.26M +$5.26M +41,015 New
JFGIW
191
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.18M -$2.93M -21,722 -36%
BF
192
bLong Financial
Tennessee
$5.06M +$5.06M +39,935 New
TPCW
193
TD Private Client Wealth
New York
$5.03M -$377K -2,975 -7%
CW
194
CreativeOne Wealth
Kansas
$4.98M -$222K -1,755 -4%
IP
195
Investment Partners
Ohio
$4.95M +$123K +969 +3%
SCP
196
Stevens Capital Partners
Nebraska
$4.95M +$113K +888 +2%
SWP
197
Stratos Wealth Partners
Ohio
$4.92M +$33.8K +267 +0.7%
CCM
198
Coldstream Capital Management
Washington
$4.87M +$320K +2,524 +7%
BB
199
Berkshire Bank
Massachusetts
$4.8M -$50.4K -398 -1%
JFG
200
Jefferies Financial Group
New York
$4.76M +$46.1K +364 +1%
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