We are live on ! Find out more
IWP icon

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
EH
26
Equitable Holdings
New York
$71.6M +$115K +1,027 +0.2%
Mariner
27
Mariner
Kansas
$66.5M +$3.01M +26,948 +5%
AFI
28
American Family Investments
Wisconsin
$63.5M -$14.1M -125,899 -19%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$61.2M +$35.6M +318,410 +156%
ZB
30
Zions Bancorporation
Utah
$59.8M -$9.15M -81,824 -14%
SI
31
Stephens Inc
Arkansas
$58.9M +$165K +1,475 +0.3%
Osaic Holdings
32
Osaic Holdings
Arizona
$55.9M -$22.7M -203,172 -30%
SGAM
33
Stephens Group Asset Management
Arkansas
$52.4M -$761K -6,806 -2%
RA
34
Rodgers & Associates
Pennsylvania
$51.3M +$502K +4,488 +1%
JIC
35
Johnson Investment Counsel
Ohio
$50.1M +$1.35M +12,031 +3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$46.8M -$15.5K -139 -0%
Goldman Sachs
37
Goldman Sachs
New York
$45.4M -$33.3M -297,601 -43%
CAM
38
Congress Asset Management
Massachusetts
$43.2M +$22.7M +202,880 +123%
IIC
39
Integrated Investment Consultants
Michigan
$42.5M +$20.7M +185,012 +104%
Creative Planning
40
Creative Planning
Kansas
$42.5M +$122K +1,095 +0.3%
OCM
41
One Capital Management
California
$41.5M +$3.32M +29,682 +9%
M&T Bank
42
M&T Bank
New York
$40.1M -$1.01M -9,031 -3%
RJA
43
Raymond James & Associates
Florida
$39.3M +$575K +5,145 +2%
RFA
44
RTD Financial Advisors
Pennsylvania
$38.1M +$1.73M +15,458 +5%
ANTB
45
AMG National Trust Bank
Colorado
$37.4M -$298K -2,665 -0.8%
SRA
46
Summit Rock Advisors
New York
$34.4M -$19.5M -174,814 -37%
CMA
47
Cedar Mountain Advisors
Oregon
$32.4M +$419K +3,747 +1%
BCI
48
Brinker Capital Investments
Pennsylvania
$31.4M +$1.03M +9,241 +4%
OPS
49
Orion Portfolio Solutions
Nebraska
$31.4M +$1.03M +9,241 +4%
HFS
50
Hantz Financial Services
Michigan
$30.8M -$1.33M -11,854 -4%

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.