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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
TWM
326
Tradition Wealth Management
Minnesota
$1.59M -$8.05K -72 -0.5%
RDFA
327
Ritter Daniher Financial Advisory
Ohio
$1.58M +$16.3K +146 +1%
TGAM
328
TBH Global Asset Management
Tennessee
$1.57M
PPC
329
Park Place Capital
Alabama
$1.57M -$7.71K -69 -0.5%
AA
330
Alesco Advisors
New York
$1.57M
OHWP
331
Oak Harbor Wealth Partners
North Carolina
$1.54M -$22.4K -200 -2%
IWM
332
IHT Wealth Management
Illinois
$1.52M -$2.81M -25,169 -66%
BCM
333
BTC Capital Management
Iowa
$1.52M
AFG
334
Allegheny Financial Group
Pennsylvania
$1.52M -$11.7K -105 -0.8%
PCMC
335
Planning Capital Management Corporation
Pennsylvania
$1.51M +$759K +6,787 +111%
FIA
336
Foundations Investment Advisors
Arizona
$1.51M +$891K +7,966 +163%
PIA
337
Perennial Investment Advisors
California
$1.5M -$27.5K -246 -2%
AA
338
Ancora Advisors
Ohio
$1.49M
GJIA
339
Glass Jacobson Investment Advisors
Maryland
$1.49M -$2.68K -24 -0.2%
HCMT
340
Highland Capital Management (Tennessee)
Tennessee
$1.49M -$50.3K -450 -3%
FFL
341
Financial Freedom LLC
Ohio
$1.47M -$3.69K -33 -0.3%
BHBT
342
Burke & Herbert Bank & Trust
Virginia
$1.47M -$40K -358 -3%
AL
343
Aspiriant LLC
California
$1.44M
PFP
344
Paragon Financial Partners
California
$1.44M +$519K +4,643 +61%
PCIA
345
Prime Capital Investment Advisors
Kansas
$1.43M +$86.5K +774 +7%
1SB
346
1ST Source Bank
Indiana
$1.43M +$48.9K +437 +4%
ASN
347
Advisory Services Network
Georgia
$1.43M
Wealthfront Advisers
348
Wealthfront Advisers
California
$1.42M +$68.8K +615 +5%
TFGT
349
TS Financial Group (TSFG)
Illinois
$1.42M -$207K -1,851 -13%
RB
350
Renasant Bank
Mississippi
$1.42M -$36.8K -329 -3%

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.