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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
EWP
901
Elevation Wealth Partners
California
$67.1K +$112 +1 +0.2%
MCM
902
Mill Capital Management
North Carolina
$66.9K -$139K -1,245 -69%
BCMLT
903
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.8K -$21.9K -196 -26%
WWM
904
Wolff Wiese Magana
California
$65.9K +$38.5K +344 +158%
PK
905
Pflug Koory
Nebraska
$65.7K +$62.6K +560 New
TH
906
TCTC Holdings
Texas
$64.5K
SAM
907
S.A. Mason
Michigan
$60.4K
BONH
908
Bank of New Hampshire
New Hampshire
$60.1K
ADL
909
Asset Dedication LLC
California
$59K +$1.23K +11 +2%
ACA
910
Aptus Capital Advisors
Alabama
$59K +$28.8K +258 +105%
OA
911
Operose Advisors
Wisconsin
$58.2K +$53.9K +482 +3,443%
GWS
912
Glassman Wealth Services
Virginia
$57.9K
WI
913
Wintrust Investments
Illinois
$57K -$591K -5,287 -92%
HPIA
914
Hamilton Point Investment Advisors
North Carolina
$55.4K
HR
915
Howe & Rusling
New York
$55.4K
AA
916
AlphaMark Advisors
Kentucky
$55K
AP
917
Atwood & Palmer
Missouri
$54K
FFA
918
Farther Finance Advisors
California
$53.7K +$11.7K +105 +30%
MFC
919
Mechanics Financial Corp
Ohio
$53.5K
KB
920
Kimelman & Baird
New York
$50.2K
HWM
921
Horizons Wealth Management
North Carolina
$50K
CHA
922
Carmichael Hill & Associates
Maryland
$48.4K
NFA
923
Northwest Financial Advisors
Virginia
$47.7K +$45.5K +407 New
WOSD
924
WFA of San Diego
California
$47.3K
HWM
925
HighMark Wealth Management
Minnesota
$46.8K +$41.5K +371 +1,325%

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.