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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
SA
601
SpiderRock Advisors
Delaware
$442K -$44.7K -400 -10%
FA
602
FF Advisors
California
$442K
IF
603
IRON Financial
Illinois
$441K -$15.2K -136 -3%
MC
604
Middleton & Co
Massachusetts
$439K
SCA
605
Sage Capital Advisors
South Dakota
$437K
BWA
606
BlueChip Wealth Advisors
Georgia
$437K +$20.1K +180 +5%
TPWA
607
Twin Peaks Wealth Advisors
California
$434K +$56.1K +502 +16%
BWA
608
Burt Wealth Advisors
Maryland
$431K -$22.4K -200 -5%
FMTCOCP
609
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$430K +$101K +899 +32%
SCA
610
St. Clair Advisors
Ohio
$429K
UWPG
611
Ullmann Wealth Partners Group
Florida
$426K
LWM
612
LJI Wealth Management
Indiana
$422K -$9.5K -85 -2%
TYCC
613
Texas Yale Capital Corp
Florida
$421K +$55.7K +498 +16%
STA
614
Summit Trail Advisors
New York
$420K +$401K +3,584 New
MAWA
615
Moss Adams Wealth Advisors
Washington
$419K +$112 +1 +0%
SC
616
Steph & Co
Wisconsin
$419K -$1.9K -17 -0.5%
CCMG
617
Clark Capital Management Group
Pennsylvania
$419K
SMA
618
Sage Mountain Advisors
Georgia
$418K -$2.68K -24 -0.7%
NAS
619
Nicolet Advisory Services
Wisconsin
$418K -$32.9K -294 -8%
SCTC
620
Sanibel Captiva Trust Company
Florida
$418K
MMPW
621
Mitchell McLeod Pugh & Williams
Alabama
$415K -$48K -429 -11%
EWS
622
Evergreen Wealth Solutions
Pennsylvania
$414K -$5.59K -50 -1%
SMC
623
Smith, Moore & Co
Missouri
$413K
Fiera Capital (Canada)
624
Fiera Capital (Canada)
Quebec, Canada
$413K +$54.5K +487 +16%
MWA
625
Midland Wealth Advisors
Illinois
$412K -$141K -1,257 -26%

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.