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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
VAMG
851
Voisard Asset Management Group
Michigan
$138K -$16K -143 -11%
LWCFA
852
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$135K
TCA
853
Trifecta Capital Advisors
Illinois
$134K
AEPWM
854
Atlantic Edge Private Wealth Management
Florida
$134K
BWL
855
Bogart Wealth LLC
Virginia
$133K
BFO
856
Biltmore Family Office
North Carolina
$129K
CBT
857
CoreFirst Bank & Trust
Kansas
$129K +$123K +1,096 New
BFS
858
Bare Financial Services
Pennsylvania
$128K
EB
859
Eastern Bank
Massachusetts
$128K +$122K +1,093 New
CB
860
CNB Bank
Pennsylvania
$127K +$72K +644 +147%
DP
861
Denver PWM
Colorado
$123K +$112 +1 +0.1%
SL
862
Salomon & Ludwin
Virginia
$123K
USB
863
Union Savings Bank
Connecticut
$121K -$6.93K -62 -6%
TC
864
Trust Company
Kansas
$119K
EWM
865
Evermay Wealth Management
Virginia
$117K
MPCG
866
Matrix Private Capital Group
New York
$116K +$10.1K +90 +10%
WT
867
Washington Trust
Rhode Island
$112K
SS
868
Sunbelt Securities
Texas
$110K +$7.83K +70 +8%
Barclays
869
Barclays
United Kingdom
$108K -$30.4M -271,820 -100%
MCM
870
MidAtlantic Capital Management
Virginia
$107K
GWSG
871
GPS Wealth Strategies Group
Colorado
$106K -$6.04K -54 -6%
RAM
872
Ramirez Asset Management
New York
$106K
WTA
873
Washington Trust Advisors
Massachusetts
$101K -$16.1K -144 -14%
DWM
874
Darwin Wealth Management
Florida
$100K +$95.5K +854 New
PA
875
PSI Advisors
Florida
$98.5K +$112 +1 +0.1%

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.