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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
CIA
401
Concurrent Investment Advisors
Florida
$1.09M -$4.92K -44 -0.5%
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$1.09M +$67.4K +603 +7%
WMP
403
Wealth Management Partners
Arizona
$1.07M -$17.9K -160 -2%
DWAM
404
Duncan Williams Asset Management
Tennessee
$1.07M +$1.02M +9,119 New
LI
405
LMCG Investments
Massachusetts
$1.07M
EWM
406
EPG Wealth Management
Georgia
$1.06M +$1.01M +9,060 New
SWA
407
Strata Wealth Advisors
Texas
$1.06M
BWM
408
Brickley Wealth Management
California
$1.06M -$35.2K -315 -3%
PPW
409
PACK Private Wealth
Minnesota
$1.06M
RJT
410
Raymond James Trust
Florida
$1.05M +$37.3K +334 +4%
HAS
411
Holland Advisory Services
Florida
$1.05M -$3.8K -34 -0.4%
PA
412
Parallel Advisors
California
$1.02M -$20.6K -184 -2%
AWM
413
Atticus Wealth Management
Florida
$1.01M -$66.1K -591 -6%
KP
414
Keel Point
Alabama
$1.01M -$68.4K -612 -7%
DAS
415
Dynamic Advisor Solutions
Arizona
$1M +$45.3K +405 +5%
NC
416
Napatree Capital
Rhode Island
$996K -$404K -3,616 -30%
WCA
417
Waypoint Capital Advisors
Minnesota
$993K
S
418
SignatureFD
Georgia
$990K
NS
419
NBC Securities
Alabama
$958K +$15.2K +136 +2%
MA
420
MONECO Advisors
Connecticut
$952K +$309K +2,760 +52%
CFO
421
Callan Family Office
Pennsylvania
$952K +$171K +1,531 +23%
Millennium Management
422
Millennium Management
New York
$951K +$906K +8,107 New
GA
423
GFS Advisors
Texas
$938K +$784K +7,008 +706%
AFC
424
AFT Forsyth & Company
Florida
$937K +$224 +2 +0%
CWM
425
Calamos Wealth Management
Illinois
$932K

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.