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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
PAG
651
Paladin Advisory Group
Iowa
$375K
CTWM
652
Cherry Tree Wealth Management
Minnesota
$374K
AIA
653
Armor Investment Advisors
North Carolina
$374K -$18K -161 -5%
NAS
654
NWF Advisory Services
California
$374K
T
655
TNF
Montana
$372K -$559 -5 -0.2%
WFM
656
Wolff Financial Management
Michigan
$371K +$354K +3,165 New
SFM
657
Signet Financial Management
New Jersey
$371K -$22.4K -200 -6%
FFS
658
Founders Financial Securities
Maryland
$370K -$198K -1,768 -36%
BCM
659
Bourgeon Capital Management
Connecticut
$370K
MAM
660
Madison Asset Management
Wisconsin
$367K
WA
661
WealthTrust Axiom
Pennsylvania
$365K
CAL
662
Capital Advisors Ltd
Ohio
$365K
PCM
663
Parsons Capital Management
Rhode Island
$361K
CWC
664
Carolinas Wealth Consulting
North Carolina
$361K -$5.48K -49 -2%
AFTS
665
American Financial & Tax Strategies
New York
$360K
RIA
666
Regal Investment Advisors
Michigan
$357K -$90.5K -809 -21%
CAI
667
Capital Advisors Inc
Oklahoma
$354K -$3.47K -31 -1%
WIA
668
World Investment Advisors
California
$352K +$335K +2,998 New
GC
669
Grimes & Company
Massachusetts
$349K -$4.47K -40 -1%
HP
670
Holistic Planning
Texas
$349K +$54.7K +489 +20%
CFG
671
Cooper Financial Group
California
$349K -$237K -2,122 -42%
UL
672
Unionview LLC
Washington
$346K +$112 +1 +0%
RWA
673
Redhawk Wealth Advisors
Minnesota
$345K +$224 +2 +0.1%
SRC
674
Sage Rhino Capital
California
$343K
UCMOK
675
United Capital Management of KS
Kansas
$340K -$2.68K -24 -0.8%

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.