We are live on ! Find out more
IWP icon

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
HIA
276
Harbor Investment Advisory
Maryland
$2.25M +$60.2K +538 +3%
SC
277
Sierra Capital
Florida
$2.18M +$335 +3 +0%
HCM
278
HMS Capital Management
Tennessee
$2.15M +$32.9K +294 +2%
NF
279
Nvest Financial
New Hampshire
$2.14M +$113K +1,015 +6%
HGWM
280
Horst & Graben Wealth Management
Oregon
$2.12M -$60.3K -539 -3%
ANB
281
Amarillo National Bank
Texas
$2.11M -$2M -17,883 -50%
I2I
282
Insight 2811 Inc
Illinois
$2.08M -$55.8K -499 -3%
EWA
283
EverSource Wealth Advisors
Alabama
$2.04M -$234K -2,094 -11%
CAS
284
Coppell Advisory Solutions
Texas
$2.02M +$998K +8,922 +108%
Legal & General Group
285
Legal & General Group
United Kingdom
$2.02M +$1.08M +9,640 +128%
Allspring Global Investments
286
Allspring Global Investments
North Carolina
$1.98M -$835K -7,469 -31%
KWA
287
Kingswood Wealth Advisors
California
$1.97M +$1.88M +16,835 New
SFG
288
Sage Financial Group
Pennsylvania
$1.96M +$1.23K +11 +0.1%
CA
289
Claro Advisors
Massachusetts
$1.95M -$49.5K -443 -3%
NFG
290
Nadler Financial Group
Illinois
$1.95M
SFA
291
Sequoia Financial Advisors
Ohio
$1.95M -$61K -546 -3%
GWM
292
Geneos Wealth Management
Colorado
$1.94M -$1.79K -16 -0.1%
SAM
293
Silvercrest Asset Management
New York
$1.94M +$58.7K +525 +3%
BIG
294
Builder Investment Group
Georgia
$1.92M +$2.91K +26 +0.2%
HH
295
HWG Holdings
Texas
$1.91M -$1.21M -10,801 -40%
SWM
296
Shakespeare Wealth Management
Wisconsin
$1.89M +$26.8K +240 +2%
CM
297
Castleark Management
Illinois
$1.88M
KCM
298
Kanawha Capital Management
Virginia
$1.87M
SSB
299
Sandy Spring Bank
Maryland
$1.85M -$9.73K -87 -0.5%
GTAM
300
Global Trust Asset Management
Florida
$1.85M -$364K -3,253 -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.