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iShares Russell Mid-Cap Growth ETF

1,017 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 330 increasing their positions, 330 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $7M | Put options by funds: $610K

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

12.73% more ownership

Funds ownership: 57.68%70.41% (+13%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

4% more capital invested

Capital invested by funds: $10.1B → $10.5B (+$400M)

0% more funds holding

Funds holding: 1,0141,017 (+3)

0% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 330

Holders
1,017
Holders Change
+3
Holders Change %
+0.3%
% of All Funds
14.6%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.49%
New
70
Increased
330
Reduced
330
Closed
55
Calls
$7M
Puts
$610K
Net Calls
+$6.39M
Net Calls Change
-$461K
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
251
WealthPlan Investment Management
Nebraska
$2.68M +$2.56M +22,871 New
LTL
252
Lowery Thomas LLC
California
$2.68M -$223K -1,995 -8%
EFS
253
Essex Financial Services
Connecticut
$2.65M +$102K +914 +4%
AWS
254
Atria Wealth Solutions
New York
$2.62M -$128K -1,143 -5%
IPW
255
Intergy Private Wealth
Colorado
$2.61M +$116K +1,039 +5%
UCFA
256
United Capital Financial Advisors
Texas
$2.6M -$88.6K -792 -3%
SCA
257
Stonebridge Capital Advisors
Minnesota
$2.6M -$1.04M -9,299 -30%
FCI
258
Financial Counselors Inc
Kansas
$2.58M +$72.9K +652 +3%
OW
259
Olistico Wealth
Oklahoma
$2.55M +$310K +2,775 +15%
RG
260
Rathbones Group
United Kingdom
$2.54M +$161K +1,441 +7%
NL
261
NWAM LLC
Washington
$2.53M +$2.41M +21,592 New
PA
262
Pinnacle Associates
New York
$2.51M +$37.9K +339 +1%
GCM
263
Geneva Capital Management
Wisconsin
$2.51M -$4.21M -37,664 -64%
TVAMP
264
Tennessee Valley Asset Management Partners
Tennessee
$2.5M +$305K +2,728 +15%
BIA
265
Biondo Investment Advisors
Pennsylvania
$2.46M +$43K +385 +2%
MA
266
MCF Advisors
Kentucky
$2.45M -$5.81K -52 -0.2%
RWP
267
RWA Wealth Partners
Massachusetts
$2.43M -$11.3K -101 -0.5%
FPGK
268
Financial Partners Group (Kansas)
Kansas
$2.4M -$33.7K -301 -1%
FCP
269
Fidelis Capital Partners
Florida
$2.38M +$462K +4,135 +26%
BA
270
Ballew Advisors
Mississippi
$2.38M +$779K +6,967 +54%
CICC
271
Capital Investment Counsel (Colorado)
Colorado
$2.37M +$913K +8,168 +68%
AWA
272
Arkadios Wealth Advisors
Georgia
$2.37M +$850K +7,599 +60%
BP
273
Broadleaf Partners
Ohio
$2.31M +$46.5K +416 +2%
SA
274
Strategic Advocates
Utah
$2.3M -$299K -2,671 -12%
D.E. Shaw & Co
275
D.E. Shaw & Co
New York
$2.29M +$317K +2,837 +17%

IWP Hedge Fund Activity: Q3 2024 in Review

1,017 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q3 2024, worth a combined $10.5B — up 4% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IWP positions and 55 closed out — a net gain of 15 holders — while 330 added to existing stakes and 330 trimmed.

The largest buyer was Bank of America, adding an estimated $98.7M. The largest seller was TIAA Trust, National Association, cutting an estimated $83.3M.

  • 1,017 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q3 2024, up from 1,014 in Q2 2024.
  • Funds reported $10.5B of iShares Russell Mid-Cap Growth ETF stock for Q3 2024, up 4% quarter-over-quarter.
  • 70 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q3 2024 and 55 closed out, a net change of +15 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q3 2024 was Bank of America, an estimated $98.7M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $83.3M sold.

Based on aggregated 13F filings for Q3 2024.