We are live on ! Find out more
IWP icon

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
IBOK
726
Independence Bank of Kentucky
Kentucky
$278K +$58.7K +525 +28%
SWM
727
SeaCrest Wealth Management
New York
$276K -$12.3K -110 -4%
MG
728
Mather Group
Illinois
$276K -$1.34K -12 -0.5%
EWM
729
Executive Wealth Management
Michigan
$275K +$262K +2,341 New
NG
730
Norden Group
Utah
$274K +$262K +2,339 New
AA
731
Advisory Alpha
Michigan
$273K
WP
732
WealthShield Partners
North Carolina
$272K
KCM
733
Kendall Capital Management
Maryland
$272K +$4.7K +42 +2%
JWCA
734
J.W. Coons Advisors
Ohio
$272K +$112 +1 +0%
CFG
735
Clayton Financial Group
Missouri
$272K -$53.9K -482 -17%
BTI
736
Blue Trust Inc
Georgia
$269K +$113K +1,015 +71%
Empower Advisory Group
737
Empower Advisory Group
Colorado
$267K -$14.3K -128 -5%
GIM
738
Goelzer Investment Management
Indiana
$267K
PSF
739
Pacific Sun Financial
California
$267K -$3.91K -35 -2%
FP
740
Financial Perspectives
Minnesota
$266K
CHJWM
741
Carlton Hofferkamp & Jenks Wealth Management
Texas
$266K
TPA
742
Trivium Point Advisory
Connecticut
$266K +$2.01K +18 +0.9%
MCM
743
Monarch Capital Management
Indiana
$265K
CWM
744
C2C Wealth Management
Arizona
$264K
IIC
745
Ironwood Investment Counsel
Arizona
$264K -$6.82K -61 -3%
GBT
746
Grove Bank & Trust
Florida
$263K
CF
747
Centaurus Financial
California
$263K +$12K +107 +5%
MP
748
McDonald Partners
Ohio
$258K
SFS
749
Stiles Financial Services
Minnesota
$258K
YWM
750
Yardley Wealth Management
Pennsylvania
$258K +$246K +2,200 New

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.