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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
MA
826
Montag & Associates
Georgia
$196K
SIC
827
Salem Investment Counselors
North Carolina
$196K
SWM
828
Sugarloaf Wealth Management
Georgia
$196K
TCPG
829
Trivant Custom Portfolio Group
California
$195K
OC
830
Oakworth Capital
Alabama
$193K +$46.6K +417 +34%
Deutsche Bank
831
Deutsche Bank
Germany
$184K
AIM
832
Acropolis Investment Management
Missouri
$183K
AssetMark Inc
833
AssetMark Inc
California
$183K -$4.92K -44 -3%
DSC
834
Duncker Streett & Co
Missouri
$181K
RFG
835
REAP Financial Group
Texas
$180K -$88.7K -793 -34%
TCG
836
Transcendent Capital Group
Oklahoma
$179K -$21.2K -190 -11%
PLU
837
Performa Ltd (US)
South Carolina
$170K
TF
838
Tompkins Financial
New York
$167K
MIA
839
Milestone Investment Advisors
Wisconsin
$166K
SWA
840
SOA Wealth Advisors
New York
$165K +$112 +1 +0.1%
HBT
841
Hills Bank & Trust
Iowa
$162K
EK
842
Evensky & Katz
Florida
$160K +$224 +2 +0.1%
PCTC
843
Perkins Coie Trust Company
Washington
$158K
VWM
844
Venturi Wealth Management
Texas
$158K +$125K +1,114 +484%
PA
845
Pineridge Advisors
Missouri
$155K -$8.27K -74 -5%
PFBT
846
Parkside Financial Bank & Trust
Missouri
$150K -$4.81K -43 -3%
POIA
847
Pin Oak Investment Advisors
Texas
$148K -$14.1K -126 -9%
BA
848
Ballast Advisors
Minnesota
$145K +$3.13K +28 +2%
AIA
849
Arcadia Investment Advisors
Idaho
$145K
CFD
850
Creative Financial Designs
Indiana
$140K -$69.1K -618 -34%

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.