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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
CIBC World Market
776
CIBC World Market
Ontario, Canada
$240K -$101K -900 -31%
BFA
777
Beacon Financial Advisory
Ohio
$240K +$224 +2 +0.1%
PGA
778
Portland Global Advisors
Maine
$238K
WPC
779
Wedmont Private Capital
Pennsylvania
$237K +$112 +1 +0%
FSA
780
Financial Sense Advisors
California
$237K -$17.4K -156 -7%
SVWG
781
Shared Vision Wealth Group
United States
$236K
MHWM
782
Montz Harcus Wealth Management
Louisiana
$235K +$224 +2 +0.1%
GCIM
783
Gunn & Company Investment Management
Florida
$235K -$69.1K -618 -24%
EFA
784
Edge Financial Advisors
Illinois
$232K +$335 +3 +0.2%
MFG
785
Merit Financial Group
Georgia
$232K -$70.6K -631 -24%
WMA
786
West Michigan Advisors
Michigan
$229K -$112 -1 -0.1%
KWS
787
Keystone Wealth Services
California
$228K -$2.46K -22 -1%
VBWMG
788
Von Berge Wealth Management Group
California
$228K +$201K +1,800 New
SC
789
Scotia Capital
Ontario, Canada
$228K
SIAG
790
Safeguard Investment Advisory Group
California
$227K +$112 +1 +0.1%
PL
791
Plancorp LLC
Missouri
$225K +$8.5K +76 +4%
NRI
792
NFP Retirement Inc
California
$225K +$215K +1,922 New
Fayez Sarofim & Co
793
Fayez Sarofim & Co
Texas
$222K
HFA
794
High Falls Advisors
New York
$219K -$37.2K -333 -15%
KA
795
Kovack Advisors
Florida
$219K -$21.6K -193 -9%
BBW
796
Blue Barn Wealth
Utah
$218K +$208K +1,860 New
ASBI
797
American State Bank (Iowa)
Iowa
$218K
CWM
798
CCG Wealth Management
California
$218K -$23.6K -211 -10%
HCM
799
Hollencrest Capital Management
California
$218K +$5.03K +45 +2%
WCM
800
Windsor Capital Management
Arizona
$218K

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.