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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
PFG
626
Peterson Financial Group
Iowa
$411K -$67.1K -600 -15%
EWM
627
Evercore Wealth Management
New York
$410K
TCM
628
Towercrest Capital Management
Pennsylvania
$409K +$62.8K +562 +19%
FL
629
FreeGulliver LLC
Louisiana
$404K +$2.91K +26 +0.8%
AFWM
630
AMJ Financial Wealth Management
Virginia
$404K -$6.93K -62 -2%
JPLA
631
Joseph P. Lucia & Associates
New York
$402K +$36.1K +323 +10%
MAV
632
Mason & Associates (Virginia)
Virginia
$400K -$447 -4 -0.1%
PIFP
633
Partners in Financial Planning
Virginia
$399K
CG
634
Cynosure Group
Utah
$399K
TCBWMS
635
Texas Capital Bank Wealth Management Services
Texas
$397K -$480K -4,289 -56%
WLIM
636
White Lighthouse Investment Management
Massachusetts
$395K -$22.4K -200 -6%
MA
637
MAS Advisors
Florida
$394K
CA
638
Continuum Advisory
Idaho
$392K
FFN
639
Focus Financial Network
Minnesota
$391K -$164K -1,470 -31%
HA
640
HFG Advisors
Ohio
$385K
OA
641
Oxbow Advisors
Texas
$385K +$112 +1 +0%
QCG
642
Quadrant Capital Group
Ohio
$384K
SW
643
SkyOak Wealth
Michigan
$383K
MIS
644
Morningstar Investment Services
Illinois
$382K +$4.14K +37 +1%
WIM
645
Wittenberg Investment Management
Massachusetts
$381K
CT
646
Caldwell Trust
Florida
$381K
TNA
647
True North Advisors
Texas
$380K
ONST
648
Old North State Trust
North Carolina
$380K
ECA
649
Elevated Capital Advisors
Utah
$380K -$671 -6 -0.2%
CFG
650
Citizens Financial Group
Rhode Island
$376K +$26.2K +234 +8%

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.