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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
PSB
351
Passumpsic Savings Bank
Vermont
$1.42M +$94.4K +844 +8%
LSA
352
Lion Street Advisors
Texas
$1.41M -$2.24K -20 -0.2%
PCH
353
PGIM Custom Harvest
New Jersey
$1.41M +$125K +1,120 +10%
FPAS
354
Focus Partners Advisor Solutions
Missouri
$1.38M -$10.3K -92 -0.8%
VVP
355
Venture Visionary Partners
Ohio
$1.38M -$16.4K -147 -1%
GIA
356
Gladstone Institutional Advisory
Florida
$1.35M -$8.95K -80 -0.7%
TMWM
357
Taylor & Morgan Wealth Management
Michigan
$1.34M -$8.39K -75 -0.7%
PTC
358
Private Trust Company
Ohio
$1.34M +$29.6K +265 +2%
MMA
359
Miracle Mile Advisors
California
$1.34M +$219K +1,959 +21%
CPIG
360
Chicago Partners Investment Group
Illinois
$1.33M -$50.5K -452 -4%
CT
361
Clearstead Trust
Maine
$1.33M -$99.7K -892 -7%
IWC
362
Integrated Wealth Concepts
Massachusetts
$1.32M +$27.3K +244 +2%
CAL
363
Capital Analysts LLC
Pennsylvania
$1.31M +$62.3K +557 +5%
CFGS
364
Concourse Financial Group Securities
Alabama
$1.31M +$4.47K +40 +0.4%
WH
365
Willner & Heller
California
$1.31M +$27.6K +247 +2%
AG
366
AlTi Global
New York
$1.3M -$25.3K -226 -2%
LGG
367
Luts & Greenleigh Group
Maryland
$1.3M +$11.4K +102 +0.9%
EG
368
Ellerson Group
Maryland
$1.3M
EWA
369
ERTS Wealth Advisors
Michigan
$1.3M -$3.02K -27 -0.2%
Kovitz Investment Group Partners
370
Kovitz Investment Group Partners
Illinois
$1.29M -$197K -1,765 -2%
SCA
371
Stillwater Capital Advisors
Pennsylvania
$1.28M +$3.35K +30 +0.3%
IFG
372
Independent Financial Group
California
$1.28M +$69.1K +618 +6%
FWP
373
FAS Wealth Partners
Kansas
$1.28M +$10.7K +96 +0.9%
BFS
374
Bradley Foster & Sargent
Connecticut
$1.27M -$12.1K -108 -1%
JJBC
375
James J. Burns & Company
New York
$1.27M -$35.1K -314 -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.