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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
WKSWA
526
White Knight Strategic Wealth Advisors
New Jersey
$625K -$112 -1 -0%
RTL
527
Red Tortoise LLC
Georgia
$623K -$447 -4 -0.1%
CWM
528
Cornerstone Wealth Management
Missouri
$621K -$10.1K -90 -2%
SC
529
SouthState Corp
Florida
$619K -$46.5K -416 -7%
WP
530
WealthPLAN Partners
Nebraska
$610K
MM
531
Meridian Management
Arkansas
$610K
AI
532
Atria Investments
North Carolina
$604K -$677K -6,057 -54%
OL
533
Owen LaRue
Kentucky
$603K +$783 +7 +0.1%
Betterment LLC
534
Betterment LLC
New York
$602K +$129K +1,158 +29%
SHJ
535
Sharkey, Howes & Javer
Colorado
$599K -$37.9K -339 -6%
ESB
536
Essex Savings Bank
Connecticut
$598K
BFA
537
Bragg Financial Advisors
North Carolina
$597K +$105K +935 +23%
V
538
ViaWealth
Kansas
$597K
NB
539
Nicolet Bankshares
Wisconsin
$596K -$25.2K -225 -4%
WTC
540
WhitTier Trust Company
Nevada
$595K
FPW
541
Flagship Private Wealth
Massachusetts
$592K +$26.7K +239 +5%
CWM
542
Chicago Wealth Management
Illinois
$591K
WPC
543
White Pine Capital
Minnesota
$588K +$211K +1,890 +61%
HF
544
Halpern Financial
Virginia
$584K
GC
545
Gilbert & Cook
Iowa
$584K -$7.49K -67 -1%
B
546
Bailard
California
$582K
UF
547
Univest Financial
Pennsylvania
$575K +$548K +4,902 New
GF
548
Gries Financial
Ohio
$575K +$548K +4,900 New
FA
549
FDx Advisors
Illinois
$572K
AA
550
Aire Advisors
California
$566K +$112 +1 +0%

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.