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iShares Russell Mid-Cap Growth ETF
IWP

1,014 hedge funds and large institutions have $10.1B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 313 increasing their positions, 340 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,450% more call options, than puts

Call options by funds: $7.01M | Put options by funds: $154K

8% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 340

2% less funds holding

Funds holding: 1,037 → 1,014 (-23)

10% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 77

11% less capital invested

Capital invested by funds: $11.4B → $10.1B (-$1.27B)

15.55% less ownership

Funds ownership: 73.23% → 57.68% (-16%)

23% less funds holding in top 10

Funds holding in top 10: 43 → 33 (-10)

Holders
1,014
Holders Change
-23
Holders Change %
-2.22%
% of All Funds
14.64%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
0.48%
New
69
Increased
313
Reduced
340
Closed
77
Calls
$7.01M
Puts
$154K
Net Calls
+$6.85M
Net Calls Change
-$3.01M

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$69.5M
2
Bank of America
Bank of America
North Carolina
+$41.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$39.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$684M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$54.4M
3
AIA
Angeles Investment Advisors
California
-$40.5M
4
Goldman Sachs
Goldman Sachs
New York
-$40.4M
5
CA
CSM Advisors
Pennsylvania
-$28.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
776
17 Capital Partners
Arizona
$231K – – –
CAM
777
Cozad Asset Management
Illinois
$230K – – –
BMCM
778
Bryn Mawr Capital Management
Pennsylvania
$230K – – –
GC
779
Garde Capital
Washington
$229K – – –
WPC
780
Wedmont Private Capital
Pennsylvania
$229K – – –
CWM
781
CCG Wealth Management
California
$228K -$33.1K -301 -13%
IA
782
Insight Advisors
Pennsylvania
$228K – – –
KAS
783
KPP Advisory Services
Kentucky
$228K – – –
PWMAG
784
Pinnacle Wealth Management Advisory Group
New Jersey
$227K +$226K +2,059 New
KA
785
Kovack Advisors
Florida
$227K +$226K +2,058 New
VWA
786
Visionary Wealth Advisors
Illinois
$227K -$16.7K -152 -7%
FWMM
787
Foundation Wealth Management (Missouri)
Missouri
$226K – – –
FHA
788
Flagship Harbor Advisors
Massachusetts
$226K -$7.91K -72 -3%
BFA
789
Beacon Financial Advisory
Ohio
$226K +$5.6K +51 +3%
GSC
790
Ground Swell Capital
South Carolina
$225K +$224K +2,035 New
PGA
791
Portland Global Advisors
Maine
$224K – – –
TPA
792
Trivium Point Advisory
Connecticut
$222K – – –
SVWG
793
Shared Vision Wealth Group
United States
$222K – – –
MHWM
794
Montz Harcus Wealth Management
Louisiana
$221K +$220 +2 +0.1%
OAS
795
Optivise Advisory Services
Tennessee
$219K +$218K +1,986 New
EFA
796
Edge Financial Advisors
Illinois
$218K -$43.2K -393 -17%
KWS
797
Keystone Wealth Services
California
$217K -$4.72K -43 -2%
WMA
798
West Michigan Advisors
Michigan
$215K -$5.6K -51 -3%
SC
799
Scotia Capital
Ontario, Canada
$214K – – –
SIAG
800
Safeguard Investment Advisory Group
California
$214K +$213K +1,935 New
30 31
32
33 34

IWP Hedge Fund Activity: Q2 2024 in Review

1,014 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2024, worth a combined $10.1B — down 11% from $11.4B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of IWP and 69 opened new positions — a net loss of 8 holders — while 340 trimmed existing stakes and 313 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $69.5M. The largest seller was TIAA Trust, National Association, cutting an estimated $684M.

  • 1,014 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2024, down from 1,037 in Q1 2024.
  • Funds reported $10.1B of iShares Russell Mid-Cap Growth ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 69 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2024 and 77 closed out, a net change of -8 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $69.5M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2024 was TIAA Trust, National Association, an estimated $684M sold.

Based on aggregated 13F filings for Q2 2024.