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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
SVWAG
426
Sound View Wealth Advisors Group
Georgia
$924K -$11.2K -100 -1%
SWM
427
Spire Wealth Management
Virginia
$922K +$7.49K +67 +0.9%
ECM
428
Evergreen Capital Management
Washington
$916K +$77.5K +693 +10%
R
429
Rebalance
California
$915K +$44.9K +402 +5%
OWA
430
Octavia Wealth Advisors
Ohio
$914K -$132K -1,185 -13%
TCA
431
Transcend Capital Advisors
New Jersey
$913K -$12.7K -114 -1%
AF
432
Allworth Financial
California
$906K +$447 +4 +0.1%
CSPIA
433
Cary Street Partners Investment Advisory
Virginia
$905K +$44.6K +399 +5%
MFGP
434
Marshall Financial Group (Pennsylvania)
Pennsylvania
$903K +$1.01K +9 +0.1%
LBC
435
Lowe Brockenbrough & Co
Virginia
$901K
ABWM
436
Alpine Bank Wealth Management
Colorado
$896K +$854K +7,640 New
CS
437
Capital Square
Tennessee
$895K +$30.9K +276 +4%
CGPCS
438
Capital Group Private Client Services
California
$874K -$3.02K -27 -0.4%
BBA
439
BLB&B Advisors
Pennsylvania
$871K +$13K +116 +2%
GPA
440
Garrison Point Advisors
California
$868K -$11.2K -100 -1%
GT
441
Greenleaf Trust
Michigan
$860K
Principal Financial Group
442
Principal Financial Group
Iowa
$856K -$1.77M -15,800 -68%
WI
443
Wedgewood Investors
Pennsylvania
$850K -$34.1K -305 -4%
HCA
444
Harbour Capital Advisors
Virginia
$849K
EW
445
Element Wealth
Mississippi
$847K +$12.9K +115 +2%
AF
446
Affiance Financial
Minnesota
$847K
CSWM
447
Cassady Schiller Wealth Management
Ohio
$845K
RWP
448
Revolve Wealth Partners
New Jersey
$843K
VA
449
Valmark Advisers
Ohio
$842K +$11.4K +102 +1%
LW
450
Linscomb Wealth
Texas
$832K

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.