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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
EBA
976
Eagle Bay Advisors
New York
$12.8K -$39.2K -351 -76%
PFM
977
Phillips Financial Management
Indiana
$12.8K
DJSG
978
D.J. St. Germain
Massachusetts
$12.7K -$2.12K -19 -15%
BSB
979
Bangor Savings Bank
Maine
$12.6K
MSFP
980
Mark Sheptoff Financial Planning
Connecticut
$12.3K -$3.13K -28 -21%
CPA
981
Clear Point Advisors
New York
$12.2K
CSC
982
Caldwell Sutter Capital
California
$12K
WAG
983
Windsor Advisory Group
Ohio
$11.9K +$112 +1 +1%
FDCDDQ
984
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K
MTIC
985
Missouri Trust & Investment Company
Missouri
$11.7K
PFSC
986
Peoples Financial Services Corp
Pennsylvania
$11.6K
IRC
987
Investors Research Corp
Georgia
$11.5K
FMB
988
Field & Main Bank
Kentucky
$10.6K
VWWMG
989
Vermillion & White Wealth Management Group
Pennsylvania
$10.2K
APCM
990
Alaska Permanent Capital Management
Alaska
$10.1K
TSMHT
991
Thurston Springer Miller Herd & Titak
Indiana
$9.15K
AWM
992
Abound Wealth Management
Tennessee
$8.09K
PWA
993
Provenance Wealth Advisors
Florida
$7.04K
PCWA
994
Pacific Capital Wealth Advisors
California
$6.8K
PPWM
995
PFG Private Wealth Management
Florida
$6.22K +$2.12K +19 +56%
NRG
996
Nemes Rush Group
Michigan
$5.82K
RF
997
Robinswood Financial
Washington
$5.28K
VCM
998
Versant Capital Management
Arizona
$4.93K
HCP
999
Hexagon Capital Partners
Arkansas
$4.22K
NL
1000
NVWM LLC
Pennsylvania
$4.11K +$3.91K +35 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.