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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
RBFC
801
Roman Butler Fullerton & Co
Missouri
$210K +$220 +2 +0.1%
HNWA
802
Henrickson Nauta Wealth Advisors
Michigan
$210K – – –
Fayez Sarofim & Co
803
Fayez Sarofim & Co
Texas
$209K -$133K -1,212 -39%
AWM
804
Aprio Wealth Management
Georgia
$208K -$72.6K -661 -26%
RPGK
805
Retirement Planning Group (Kansas)
Kansas
$208K +$2.86K +26 +1%
ASBI
806
American State Bank (Iowa)
Iowa
$205K +$4.39K +40 +2%
CCG
807
Cypress Capital Group
Florida
$205K -$7.03K -64 -3%
WCM
808
Windsor Capital Management
Arizona
$205K +$110 +1 +0.1%
PVAMC
809
PPS&V Asset Management Consultants
Michigan
$204K -$6.04K -55 -3%
PL
810
Plancorp LLC
Missouri
$204K – – –
IBOK
811
Independence Bank of Kentucky
Kentucky
$203K -$6.37K -58 -3%
LSAG
812
Lake Street Advisors Group
New Hampshire
$203K – – –
SRWM
813
Shira Ridge Wealth Management
California
$202K – – –
WC
814
Waterloo Capital
Texas
$201K +$220 +2 +0.1%
PTC
815
Philadelphia Trust Company
Pennsylvania
$201K – – –
PL
816
Parthenon LLC
Kentucky
$201K +$200K +1,818 New
MCM
817
Mill Capital Management
North Carolina
$200K – – –
CFD
818
Creative Financial Designs
Indiana
$200K – – –
HCM
819
Hollencrest Capital Management
California
$200K – – –
MMG
820
Monetary Management Group
Missouri
$193K – – –
VF
821
VitalStone Financial
Texas
$190K – – –
TCG
822
Transcendent Capital Group
Oklahoma
$190K -$3.24M -29,498 -94%
LFA
823
LGT Financial Advisors
Texas
$187K – – –
BFPW
824
BOK Financial Private Wealth
Colorado
$187K – – –
HFS
825
HBC Financial Services
Washington
$187K – – –
31 32
33
34 35

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.