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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
MOS
576
MGO One Seven
Ohio
$498K +$71K +635 +18%
LFAS
577
Level Four Advisory Services
Texas
$498K -$112 -1 -0%
FA
578
Flagstar Advisors
New York
$497K +$10.8K +97 +2%
IWA
579
Icon Wealth Advisors
Texas
$494K +$112 +1 +0%
DC
580
Davenport & Co
Virginia
$488K -$22.4K -200 -5%
VDI
581
Vaughan David Investments
Illinois
$486K
TC
582
Trilogy Capital
California
$486K -$102K -914 -18%
FCAS
583
First Command Advisory Services
Texas
$484K
RCP
584
Rothschild Capital Partners
New York
$483K -$1.56K -14 -0.3%
FWM
585
Fingerlakes Wealth Management
New York
$481K -$7.16K -64 -2%
AAS
586
Annex Advisory Services
Wisconsin
$481K +$46.1K +412 +11%
CCM
587
Cohen Capital Management
California
$481K +$6.71K +60 +1%
WP
588
Westmount Partners
California
$478K -$5.37K -48 -1%
IAN
589
Integrated Advisors Network
Texas
$475K +$112 +1 +0%
LA
590
Legacy Advisors
Pennsylvania
$470K
HGERS
591
Householder Group Estate & Retirement Specialist
Arizona
$470K -$48.6K -435 -10%
BWP
592
Baldwin Wealth Partners
Massachusetts
$469K -$2.24K -20 -0.5%
AP
593
Adero Partners
California
$469K
RMDI
594
R.M. Davis Inc
Maine
$469K
RhumbLine Advisers
595
RhumbLine Advisers
Massachusetts
$459K +$147K +1,314 +51%
SAW
596
Signal Advisors Wealth
Michigan
$455K +$434K +3,883 New
BAM
597
Berkshire Asset Management
Pennsylvania
$454K
PG
598
Patten Group
Tennessee
$452K -$404K -3,615 -48%
SA
599
Skyline Advisors
Washington
$446K -$19.8K -177 -4%
LPAM
600
Lodestar Private Asset Management
California
$445K -$559 -5 -0.1%

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.