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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
IF
926
Integrity Financial
Wyoming
$44.9K -$1.23K -11 -3%
ITIM
927
Indiana Trust & Investment Management
Indiana
$44.9K
RWPA
928
Richard W. Paul & Associates
Michigan
$41.6K
KWAG
929
Kiely Wealth Advisory Group
North Carolina
$40.5K
NBT
930
Northwest Bank & Trust
Iowa
$40.1K
CWP
931
Concord Wealth Partners
Virginia
$38.8K +$112 +1 +0.3%
ATS
932
Ashton Thomas Securities
New York
$38.7K +$26.4K +236 +251%
PAI
933
Pittenger & Anderson Inc
Nebraska
$37.5K
JFA
934
JNBA Financial Advisors
Minnesota
$35.3K
NRC
935
New Republic Capital
North Carolina
$34.8K -$383K -3,423 -92%
ATC
936
Adirondack Trust Company
New York
$34.7K
CB
937
Centennial Bank
Arkansas
$34K -$12.5K -112 -28%
RBC
938
Roble Belko & Company
Pennsylvania
$34K
RFS
939
Richardson Financial Services
Massachusetts
$33.5K
RFA
940
Register Financial Advisors
Georgia
$33.3K
SAM
941
Smartleaf Asset Management
Massachusetts
$32K
JIP
942
Jaffetilchin Investment Partners
Florida
$31.2K +$29.7K +266 New
SR
943
Syntax Research
Florida
$30.7K
WBC
944
West Branch Capital
Massachusetts
$30.5K +$112 +1 +0.4%
ACM
945
Anfield Capital Management
California
$30.3K
FFA
946
Founders Financial Alliance
North Carolina
$30.1K
AW
947
Avion Wealth
Texas
$29K
CIA
948
Cape Investment Advisory
Georgia
$28.9K +$224 +2 +0.8%
CA
949
CoreCap Advisors
Michigan
$28.6K +$27.3K +244 New
FGC
950
Financial Gravity Companies
Texas
$28.1K +$26.8K +240 New

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.