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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
MWP
676
Madison Wealth Partners
Wisconsin
$339K
CHC
677
City Holding Co
West Virginia
$339K -$1.12K -10 -0.3%
KL
678
KilterHowling LLC
Colorado
$336K +$335 +3 +0.1%
YIA
679
YHB Investment Advisors
Connecticut
$334K
AWM
680
Apollon Wealth Management
South Carolina
$333K -$1.01K -9 -0.3%
PP
681
Prosperity Planning
Missouri
$332K -$3.35K -30 -1%
Luther King Capital Management (LKCM)
682
Luther King Capital Management (LKCM)
Texas
$330K
FTWA
683
Fifth Third Wealth Advisors
Ohio
$329K +$51.3K +459 +20%
CWM
684
Cahill Wealth Management
Michigan
$328K
SPWG
685
Syntegra Private Wealth Group
Missouri
$324K -$112 -1 -0%
ARG
686
Advisory Resource Group
Oklahoma
$323K +$1.9K +17 +0.6%
BIM
687
Bridges Investment Management
Nebraska
$323K +$37.6K +336 +14%
OWM
688
Orgel Wealth Management
Wisconsin
$322K
AWA
689
Amplius Wealth Advisors
Pennsylvania
$321K +$23.7K +212 +8%
LIA
690
LifePlan Investment Advisors
North Carolina
$319K
SIM
691
Stratos Investment Management
Ohio
$316K +$112 +1 +0%
RPGK
692
Retirement Planning Group (Kansas)
Kansas
$315K +$89.6K +801 +43%
MFA
693
Mayflower Financial Advisors
Massachusetts
$314K
WA
694
Wealth Alliance
New York
$313K -$126K -1,125 -30%
PA
695
PFG Advisors
Arizona
$311K -$53.7K -480 -15%
FIM
696
Fernwood Investment Management
Massachusetts
$310K
CPSAC
697
Chas P. Smith & Associates (CPS)
Florida
$307K
DWP
698
Daymark Wealth Partners
Ohio
$306K -$38.7K -346 -12%
TFS
699
Thoroughbred Financial Services
Tennessee
$305K -$253K -2,262 -46%
BWM
700
BCGM Wealth Management
Indiana
$305K -$75.5K -675 -21%

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.