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iShares Russell Mid-Cap Growth ETF
IWP

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: 33 → 34 (+1)

4% more capital invested

Capital invested by funds: $10.1B → $10.5B (+$400M)

0% more funds holding

Funds holding: 1,014 → 1,017 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$98.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.6M
3
Ameriprise
Ameriprise
Minnesota
+$32M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$27.9M
5
IAIM
International Assets Investment Management
Florida
+$24.4M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$83.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$76.3M
3
SFC
Strategic Financial Concepts
Texas
-$70.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$67.8M
5
Goldman Sachs
Goldman Sachs
New York
-$33.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
801
Ausdal Financial Partners
Iowa
$217K -$14.8M -132,399 -99%
PVAMC
802
PPS&V Asset Management Consultants
Michigan
$217K – – –
RBFC
803
Roman Butler Fullerton & Co
Missouri
$217K -$11.4K -102 -5%
LSAG
804
Lake Street Advisors Group
New Hampshire
$216K – – –
SRWM
805
Shira Ridge Wealth Management
California
$215K – – –
PTC
806
Philadelphia Trust Company
Pennsylvania
$214K – – –
WC
807
Waterloo Capital
Texas
$214K – – –
Fisher Asset Management
808
Fisher Asset Management
Washington
$212K -$118K -1,051 -37%
WP
809
WMS Partners
Maryland
$212K +$202K +1,806 New
AA
810
Auxano Advisors
Washington
$211K +$202K +1,803 New
CF
811
Corebridge Financial
Texas
$211K -$101K -900 -33%
BHWM
812
Bar Harbor Wealth Management
New Hampshire
$206K +$197K +1,760 New
HFS
813
HBC Financial Services
Washington
$206K – – –
FAIM
814
Financial Advocates Investment Management
Washington
$205K -$112K -1,001 -34%
MMG
815
Monetary Management Group
Missouri
$205K – – –
OWMIAS
816
One Wealth Management Investment & Advisory Services
Florida
$205K +$195K +1,747 New
OMC
817
Old Mission Capital
Illinois
$205K +$195K +1,745 New
SIC
818
Sigma Investment Counselors
Michigan
$204K +$195K +1,741 New
CCA
819
Cobblestone Capital Advisors
New York
$204K +$195K +1,740 New
CCA
820
Cora Capital Advisors
New Jersey
$204K +$195K +1,740 New
TAM
821
TCP Asset Management
Ohio
$204K +$194K +1,739 New
TW
822
TritonPoint Wealth
Maryland
$204K +$194K +1,736 New
FHB
823
First Hawaiian Bank
Hawaii
$203K +$194K +1,734 New
VF
824
VitalStone Financial
Texas
$202K – – –
BFPW
825
BOK Financial Private Wealth
Colorado
$199K – – –
31 32
33
34 35

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.