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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
Northern Trust
76
Northern Trust
Illinois
$17.9M -$2.1M -18,741 -11%
SF
77
Synovus Financial
Georgia
$17.4M -$23.1K -207 -0.1%
Stifel Financial
78
Stifel Financial
Missouri
$16.8M -$185K -1,654 -1%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$16.8M +$318K +2,840 +2%
FMWA
80
Forvis Mazars Wealth Advisors
Missouri
$16.5M -$1.8M -16,098 -10%
FWM
81
FSA Wealth Management
Massachusetts
$16.4M +$15.6M +139,538 New
EWA
82
EP Wealth Advisors
California
$16.3M +$5.93M +53,028 +62%
LFWA
83
LBJ Family Wealth Advisors
Texas
$16.2M -$37.7K -337 -0.2%
PAG
84
Private Advisor Group
New Jersey
$16M +$66.9K +598 +0.4%
BF
85
BOK Financial
Oklahoma
$15.5M -$131K -1,172 -0.9%
KPWS
86
Kestra Private Wealth Services
Texas
$15.2M +$182K +1,630 +1%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$14.8M +$243K +2,177 +2%
KAS
88
Kestra Advisory Services
Texas
$14.5M +$75.3K +673 +0.5%
JFG
89
JMG Financial Group
Illinois
$14.5M +$211K +1,884 +2%
WANY
90
Wealthspire Advisors (New York)
New York
$14.4M +$1.74M +15,606 +15%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$14.3M -$35.1K -314 -0.3%
HIP
92
HUB Investment Partners
Texas
$14.2M -$932K -8,332 -6%
CRC
93
Curi RMB Capital
Illinois
$14.1M -$23.1K -207 -0.2%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$14M +$761K +6,803 +6%
PF
95
Phoenix Financial
Israel
$13.9M +$554K +4,952 +4%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$13.8M -$137K -1,229 -1%
MBTD
97
Mechanics Bank - Trust Department
California
$13.6M +$485K +4,336 +4%
CM
98
Churchill Management
California
$13.5M -$145K -1,295 -1%
Citigroup
99
Citigroup
New York
$13.5M +$7.78M +69,573 +154%
MCM
100
MAI Capital Management
Ohio
$13.4M +$201K +1,802 +2%

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.