iShares Russell Mid-Cap Growth ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$69.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$41.9M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$39.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$22.4M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$684M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$54.4M |
| 3 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$40.5M |
| 4 |
Goldman Sachs
New York
|
-$40.4M |
| 5 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
-$28.4M |
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.