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
AFI
1
American Family Investments
Wisconsin
$73.6M
2
Bank of America
2
Bank of America
North Carolina
$689M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$82.8M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$22.5M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$465M

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 %
Morgan Stanley
1
Morgan Stanley
New York
$1.19B 10,813,443 -210,376 -2%
Bank of America
2
Bank of America
North Carolina
$689M 6,245,106 +381,566 +7%
Wells Fargo
3
Wells Fargo
California
$561M 5,085,311 -234,146 -4%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$471M 4,269,035 -6,229,201 -59%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$465M 4,209,488 +199,440 +5%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$306M 2,775,304 -49,655 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$300M 2,722,419 -171,298 -6%
Ameriprise
8
Ameriprise
Minnesota
$257M 2,321,032 -11,130 -0.5%
UBS Group
9
UBS Group
Switzerland
$249M 2,255,850 -42,444 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$248M 2,243,857 +57,491 +3%
CCWM
11
Cassaday & Co Wealth Management
Virginia
$230M 2,086,822 +31,922 +2%
CB
12
Commerce Bank
Missouri
$209M 1,894,564 -55,774 -3%
LPL Financial
13
LPL Financial
California
$180M 1,632,617 -49,719 -3%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$170M 1,543,573 +32,942 +2%
US Bancorp
15
US Bancorp
Minnesota
$168M 1,518,810 -15,406 -1%
FCBT
16
First Citizens Bank & Trust
North Carolina
$158M 1,431,399 +24,647 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$131M 1,191,657 -19,811 -2%
GI
18
GLOBALT Investments
Georgia
$101M 915,566 +9,779 +1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$96.2M 871,432 +54,729 +7%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$95.3M 863,841 +2,530 +0.3%
Truist Financial
21
Truist Financial
North Carolina
$91.7M 831,005 -30,839 -4%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$82.8M 739,110 +356,926 +93%
CFB
23
Cullen/Frost Bankers
Texas
$81.4M 737,351 +420 +0.1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$81.2M 735,954 +61,810 +9%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$77.7M 699,065 -2,412 -0.3%
1
2 3 4 5