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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
SFP
451
Sweet Financial Partners
Minnesota
$830K
VR
452
Valued Retirements
Texas
$830K +$50.7K +453 +7%
WGCA
453
Wolf Group Capital Advisors
Virginia
$816K +$86.8K +776 +10%
RT
454
Rockland Trust
Massachusetts
$806K +$78.3K +700 +11%
BFC
455
Bedel Financial Consulting
Indiana
$805K -$82.7K -740 -10%
NFG
456
Nations Financial Group
Iowa
$804K +$157K +1,404 +26%
AA
457
Argent Advisors
Louisiana
$801K -$3.35K -30 -0.4%
LB
458
Legacy Bridge
Iowa
$799K
B
459
Bensler
Washington
$798K +$335 +3 +0%
ATPW
460
Ashton Thomas Private Wealth
Arizona
$797K
QCM
461
QRG Capital Management
Illinois
$795K +$99K +885 +15%
RRA
462
Round Rock Advisors
Connecticut
$794K
SFPG
463
Stonebridge Financial Planning Group
Florida
$793K -$40.7K -364 -5%
HTC
464
Haverford Trust Company
Pennsylvania
$792K
NCM
465
Next Capital Management
New York
$788K -$176K -1,577 -19%
CWM
466
Cahaba Wealth Management
Georgia
$785K +$82.6K +739 +12%
GSIAS
467
Garden State Investment Advisory Services
New Jersey
$783K -$28.7K -257 -4%
CTC
468
Central Trust Company
Missouri
$780K -$3.51M -31,425 -83%
Jane Street
469
Jane Street
New York
$775K -$3.53M -31,564 -83%
GFP
470
Gryphon Financial Partners
Ohio
$772K -$116K -1,038 -14%
FUBT
471
First United Bank & Trust
Maryland
$769K
RC
472
Rovin Capital
Arizona
$766K +$315K +2,815 +76%
WTB
473
Washington Trust Bank
Washington
$756K +$113K +1,008 +19%
EIP
474
Easterly Investment Partners
Massachusetts
$755K
SEIA
475
Signature Estate & Investment Advisors
California
$755K

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.