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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
PCA
551
Providence Capital Advisors
North Carolina
$564K
National Bank of Canada
552
National Bank of Canada
Quebec, Canada
$563K +$391K +3,501 +269%
EW
553
Evoke Wealth
California
$559K +$533K +4,767 New
BP
554
Ballentine Partners
Massachusetts
$558K
FIBT
555
First International Bank & Trust
North Dakota
$557K
FI
556
Financial Insights
Washington
$551K +$32.3K +289 +7%
PWP
557
Principle Wealth Partners
Connecticut
$548K
FIM
558
Freedom Investment Management
Connecticut
$548K -$61.7K -552 -11%
MCA
559
Maryland Capital Advisors
Maryland
$546K
TCOV
560
Trust Company of Vermont
Vermont
$545K +$28.5K +255 +6%
JHCP
561
Jackson Hole Capital Partners
Oklahoma
$540K
VAF
562
Values Added Financial
District of Columbia
$540K
PFA
563
Pure Financial Advisors
California
$540K +$6.82K +61 +1%
TWP
564
Total Wealth Planning
Ohio
$538K +$112 +1 +0%
PWMG
565
Prestige Wealth Management Group
New Jersey
$534K
GS
566
GTS Securities
New York
$525K +$501K +4,479 New
LRPA
567
L. Roy Papp & Associates
Arizona
$520K +$224 +2 +0%
SIA
568
Stegner Investment Associates
Kentucky
$517K
EDRH
569
Edmond de Rothschild Holding
Switzerland
$515K
TRIA
570
Trail Ridge Investment Advisors
Colorado
$514K
JSW
571
Journey Strategic Wealth
New Jersey
$513K +$113K +1,013 +30%
FLPIM
572
F.L. Putnam Investment Management
Massachusetts
$508K -$1.01K -9 -0.2%
MFWP
573
Mosaic Family Wealth Partners
Missouri
$504K -$20.1K -180 -4%
LCM
574
Liberty Capital Management
Michigan
$503K -$1.12K -10 -0.2%
SWA
575
Stratos Wealth Advisors
Ohio
$500K -$34.3K -307 -7%

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.