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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
HWA
476
Heritage Wealth Advisors
Virginia
$755K
IWM
477
Iams Wealth Management
Nebraska
$752K +$7.71K +69 +1%
CT
478
Colonial Trust
South Carolina
$752K -$41.5K -371 -5%
AUB
479
Atlantic Union Bankshares
Virginia
$750K -$661K -5,908 -48%
PWW
480
Pettyjohn Wood & White
Virginia
$749K +$169K +1,514 +31%
NFC
481
Northeast Financial Consultants
Connecticut
$743K -$5.59K -50 -0.8%
Susquehanna International Group
482
Susquehanna International Group
Pennsylvania
$742K -$2.6M -23,290 -79%
GFS
483
GYL Financial Synergies
Connecticut
$740K -$7.83K -70 -1%
GWSA
484
Global Wealth Strategies & Associates
Colorado
$739K
FB
485
Fulton Bank
Pennsylvania
$735K +$193K +1,725 +38%
AP
486
Appleton Partners
Massachusetts
$730K +$39.1K +350 +6%
GC
487
Guidance Capital
Kentucky
$727K -$5.14K -46 -0.8%
CPSC
488
Carl P. Sherr & Co
Massachusetts
$726K -$77.4K -692 -10%
NB
489
NBT Bank
New York
$721K
FA
490
Financial Alternatives
California
$720K -$31.4K -281 -4%
RCM
491
Richardson Capital Management
Wisconsin
$718K
VCM
492
Viewpoint Capital Management
Washington
$703K
PPP
493
Private Portfolio Partners
New Jersey
$703K +$670K +5,995 New
PFA
494
Pathway Financial Advisors
Vermont
$698K
PS
495
Principal Securities
Iowa
$698K +$83.7K +749 +14%
LIM
496
Leavell Investment Management
Alabama
$697K +$16.3K +146 +3%
SFC
497
Strategic Financial Concepts
Texas
$690K -$70.7M -632,360 -99%
GWMIA
498
Global Wealth Management Investment Advisory
Florida
$689K -$101K -907 -13%
MFG
499
Magnus Financial Group
New York
$689K +$447 +4 +0.1%
BWA
500
BlueSky Wealth Advisors
North Carolina
$686K

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.