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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
LI
701
LRI Investments
Florida
$303K
TSS
702
Two Sigma Securities
New York
$303K +$288K +2,580 New
TA
703
TrueWealth Advisors
Alabama
$299K
FFC
704
First Financial Corp
Indiana
$298K -$13.2K -118 -4%
OSAM
705
O'Shaughnessy Asset Management
Connecticut
$298K
CFP
706
Cascade Financial Partners
California
$297K +$23.3K +208 +9%
EI
707
Ellevest Inc
New York
$297K +$283K +2,532 New
PP
708
PDS Planning
Ohio
$294K +$335 +3 +0.1%
ST
709
Smithfield Trust
Pennsylvania
$293K
HBW
710
Hazlett, Burt & Watson
West Virginia
$292K +$10.3K +92 +4%
RCM
711
Radnor Capital Management
Pennsylvania
$291K +$277K +2,479 New
GWP
712
Gen-Wealth Partners
Michigan
$290K +$7.27K +65 +3%
Westfield Capital Management
713
Westfield Capital Management
Massachusetts
$289K +$5.14K +46 +2%
CFS
714
CRA Financial Services
New Jersey
$287K -$18.1K -162 -6%
VCP
715
Vista Capital Partners
Oregon
$285K
SHF
716
Stage Harbor Financial
Massachusetts
$284K
MYIA
717
Mount Yale Investment Advisors
Colorado
$281K
PTB
718
Pioneer Trust Bank
Oregon
$281K
LWM
719
LongView Wealth Management
Georgia
$280K +$15.9K +142 +6%
JIC
720
Joel Isaacson & Co
New York
$280K +$267K +2,388 New
PWA
721
Prairie Wealth Advisors
Nebraska
$279K -$1.01K -9 -0.4%
PI
722
PFG Investments
New York
$279K -$6.49K -58 -2%
CFA
723
Cahill Financial Advisors
Minnesota
$279K +$224 +2 +0.1%
PWP
724
Perfromance Wealth Partners
Illinois
$278K +$17.3K +155 +7%
BB
725
Busey Bank
Illinois
$278K

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.