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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
Comerica Bank
51
Comerica Bank
Texas
$30.3M -$908K -8,119 -3%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$29.3M +$27.9M +249,899 +196,771%
TI
53
Truepoint Inc
Ohio
$28.4M -$122K -1,095 -0.5%
KF
54
Krilogy Financial
Missouri
$28.3M -$2.19M -19,548 -8%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$28.3M +$5.9M +52,761 +28%
HighTower Advisors
56
HighTower Advisors
Illinois
$27.8M -$766K -6,851 -3%
AI
57
Accredited Investors
Minnesota
$26.7M -$296K -2,644 -1%
BPWM
58
Badgley Phelps Wealth Managers
Washington
$26.5M +$158K +1,415 +0.6%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$26M +$104K +930 +0.4%
Prudential Financial
60
Prudential Financial
New Jersey
$25.4M -$11.4K -102 -0%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$24.1M +$1.38M +12,330 +6%
AWM
62
AE Wealth Management
Kansas
$23.5M -$372K -3,326 -2%
MGIA
63
Moneta Group Investment Advisors
Missouri
$23.2M +$1.31M +11,705 +6%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$22.9M +$21.8M +195,074 New
Corient Private Wealth
65
Corient Private Wealth
Florida
$22.7M +$864K +7,730 +4%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$22.1M -$21.2M -189,246 -50%
KeyBank National Association
67
KeyBank National Association
Ohio
$22.1M -$288K -2,575 -1%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$20.5M -$536K -4,794 -3%
SPIA
69
Steward Partners Investment Advisory
New York
$20.5M +$526K +4,701 +3%
AAP
70
Arax Advisory Partners
Colorado
$19.9M -$1.99M -17,774 -9%
GG
71
GenWealth Group
New Jersey
$19.3M +$448K +4,003 +2%
FWP
72
Falcon Wealth Planning
California
$18.4M -$2.63M -23,537 -13%
MML Investors Services
73
MML Investors Services
Massachusetts
$18.1M +$202K +1,807 +1%
BCIM
74
Bishop & Co Investment Management
Pennsylvania
$18.1M +$189K +1,688 +1%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$18M +$338K +3,026 +2%

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.