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iShares Russell Mid-Cap Growth ETF
IWP

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: 33 → 34 (+1)

4% more capital invested

Capital invested by funds: $10.1B → $10.5B (+$400M)

0% more funds holding

Funds holding: 1,014 → 1,017 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$98.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.6M
3
Ameriprise
Ameriprise
Minnesota
+$32M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$27.9M
5
IAIM
International Assets Investment Management
Florida
+$24.4M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$83.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$76.3M
3
SFC
Strategic Financial Concepts
Texas
-$70.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$67.8M
5
Goldman Sachs
Goldman Sachs
New York
-$33.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1001
Broadwater Capital
Massachusetts
$3.75K – – –
MIA
1002
MeadowBrook Investment Advisors
Michigan
$3.52K – – –
PSB
1003
Piscataqua Savings Bank
New Hampshire
$3.52K – – –
NMG
1004
New Millennium Group
Utah
$3.28K -$335 -3 -10%
PIP
1005
Peachtree Investment Partners
Florida
$2.23K – – –
GM
1006
GeoWealth Management
Illinois
$2.11K +$2.01K +18 New
TVWM
1007
Tower View Wealth Management
Wisconsin
$2.11K – – –
WWP
1008
WR Wealth Planners
Missouri
$2.11K +$2.01K +18 New
IAIM
1009
International Assets Investment Management
Florida
$1.88K +$24.4M +218,430 +10,150%
MSG
1010
Main Street Group
Virginia
$1.41K – – –
HT
1011
Headlands Technologies
Illinois
$1.41K +$1.34K +12 New
WCM
1012
Westend Capital Management
California
$1.29K – – –
YAL
1013
Your Advocates Ltd
Texas
$1.06K – – –
TFA
1014
Transamerica Financial Advisors
Florida
$1K – – –
MFC
1015
Morris Financial Concepts
South Carolina
$938 – – –
RIA
1016
Realta Investment Advisors
Delaware
$854 +$783 +7 New
M
1017
MOTCO
Texas
$704 – – –
S
1018
Sachetta
Massachusetts
$235 +$224 +2 New
CMP
1019
Coston McIsaac & Partners
Maine
$47 – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1020
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$19.5M -177,000 Closed
Janney Montgomery Scott
1021
Janney Montgomery Scott
Pennsylvania
– -$8.15M -73,832 Closed
PCMM
1022
Piedmont Capital Management (Montana)
Montana
– -$7.05M -62,744 Closed
SFS
1023
Sowell Financial Services
Arkansas
– -$6.51M -58,992 Closed
ERFOTCOFW
1024
Employees Retirement Fund of the City of Fort Worth
Texas
– -$5.38M -48,752 Closed
SEM
1025
Strategic Equity Management
Arizona
– -$4.38M -39,694 Closed
39 40
41
42 43

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.