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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
DIP
751
DT Investment Partners
Pennsylvania
$258K
BCG
752
Breakwater Capital Group
New Jersey
$257K +$3.24K +29 +1%
SJGA
753
Stephen J. Garry & Associates
New York
$257K
PCMC
754
Private Capital Management (Colorado)
Colorado
$256K -$126K -1,124 -34%
SIA
755
Schechter Investment Advisors
Michigan
$256K
AWMG
756
Alliance Wealth Management Group
New Jersey
$253K +$241K +2,156 New
CW
757
CIC Wealth
Maryland
$251K
EBSAM
758
Eubel Brady & Suttman Asset Management
Ohio
$249K
BFW
759
Brady Family Wealth
Missouri
$248K
AIA
760
Arbor Investment Advisors
North Carolina
$247K
CA
761
CGN Advisors
Kansas
$246K -$15.5K -139 -6%
BFM
762
Broadview Financial Management
Wisconsin
$246K +$234K +2,094 New
1CP
763
17 Capital Partners
Arizona
$245K
KIG
764
Kowal Investment Group
Wisconsin
$245K +$233K +2,088 New
CAM
765
Cozad Asset Management
Illinois
$245K
BMCM
766
Bryn Mawr Capital Management
Pennsylvania
$244K
RIM
767
Rockbridge Investment Management
New York
$243K -$23.5K -210 -9%
GC
768
Garde Capital
Washington
$243K
IA
769
Insight Advisors
Pennsylvania
$243K +$112 +1 +0%
KAS
770
KPP Advisory Services
Kentucky
$242K
PWMAG
771
Pinnacle Wealth Management Advisory Group
New Jersey
$241K
FWMM
772
Foundation Wealth Management (Missouri)
Missouri
$241K
FHA
773
Flagship Harbor Advisors
Massachusetts
$241K
AIM
774
Arcadia Investment Management
Michigan
$240K -$44.7K -400 -16%
VWA
775
Visionary Wealth Advisors
Illinois
$240K -$783 -7 -0.3%

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.