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iShares Russell Mid-Cap Growth ETF
IWP

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
1,014
Holders Change
-23
Holders Change %
-2.22%
% of All Funds
14.64%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
0.48%
New
69
Increased
313
Reduced
340
Closed
77
Calls
$7.01M
Puts
$154K
Net Calls
+$6.85M
Net Calls Change
-$3.01M

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$69.5M
2
Bank of America
Bank of America
North Carolina
+$41.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$39.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$684M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$54.4M
3
AIA
Angeles Investment Advisors
California
-$40.5M
4
Goldman Sachs
Goldman Sachs
New York
-$40.4M
5
CA
CSM Advisors
Pennsylvania
-$28.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
976
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11K – – –
MTIC
977
Missouri Trust & Investment Company
Missouri
$11K – – –
PFSC
978
Peoples Financial Services Corp
Pennsylvania
$10.9K +$10.9K +99 New
IRC
979
Investors Research Corp
Georgia
$10.8K – – –
WB
980
Webster Bank
Connecticut
$10.8K – – –
NFSG
981
Newbridge Financial Services Group
Florida
$10.5K – – –
ATS
982
Ashton Thomas Securities
New York
$10.4K +$10.3K +94 New
FMB
983
Field & Main Bank
Kentucky
$9.93K – – –
VWWMG
984
Vermillion & White Wealth Management Group
Pennsylvania
$9.6K – – –
APCM
985
Alaska Permanent Capital Management
Alaska
$9.49K – – –
TSMHT
986
Thurston Springer Miller Herd & Titak
Indiana
$8.61K +$8.57K +78 New
AWM
987
Abound Wealth Management
Tennessee
$7.62K – – –
PWA
988
Provenance Wealth Advisors
Florida
$6.62K – – –
PCWA
989
Pacific Capital Wealth Advisors
California
$6.4K – – –
AIM
990
Anchor Investment Management
South Carolina
$6.07K – – –
NRG
991
Nemes Rush Group
Michigan
$5.63K – – –
RWMG
992
Redwood Wealth Management Group
New Jersey
$5.52K +$5.49K +50 New
RF
993
Robinswood Financial
Washington
$4.96K +$4.94K +45 New
VCM
994
Versant Capital Management
Arizona
$4.63K – – –
HCP
995
Hexagon Capital Partners
Arkansas
$3.97K – – –
PPWM
996
PFG Private Wealth Management
Florida
$3.75K -$2.97K -27 -44%
BC
997
Broadwater Capital
Massachusetts
$3.53K – – –
NMG
998
New Millennium Group
Utah
$3.42K +$3.41K +31 New
MIA
999
MeadowBrook Investment Advisors
Michigan
$3.31K – – –
PSB
1000
Piscataqua Savings Bank
New Hampshire
$3.31K – – –
38 39
40
41 42

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.