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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
QC
1026
Quadrature Capital
United Kingdom
-$3.49M -31,677 Closed
FWM
1027
FMA Wealth Management
Massachusetts
-$3.37M -30,572 Closed
FTUS
1028
Flow Traders U.S.
New York
-$2.95M -26,738 Closed
MPPLM
1029
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$2.68M -24,331 Closed
Canada Pension Plan Investment Board
1030
Canada Pension Plan Investment Board
Ontario, Canada
-$2.54M -23,000 Closed
GSEP
1031
Golden State Equity Partners
California
-$1.74M -15,813 Closed
MI
1032
Moneywise Inc
Virginia
-$1.53M -13,899 Closed
SG
1033
StoneX Group
New York
-$1.06M -9,641 Closed
EWA
1034
Etesian Wealth Advisors
Oregon
-$905K -8,200 Closed
Qube Research & Technologies (QRT)
1035
Qube Research & Technologies (QRT)
United Kingdom
-$616K -5,578 Closed
CCAL
1036
City Center Advisors LLC
Michigan
-$587K -5,145 Closed
LMKC
1037
L.M. Kohn & Company
Ohio
-$449K -4,065 Closed
RL
1038
Retireful LLC
Michigan
-$438K -3,970 Closed
Renaissance Technologies
1039
Renaissance Technologies
New York
-$430K -3,900 Closed
KF
1040
KKM Financial
Illinois
-$364K -3,481 Closed
AWA
1041
Arete Wealth Advisors
Illinois
-$366K -3,314 Closed
OAM
1042
Oppenheimer Asset Management
New York
-$337K -3,052 Closed
SW
1043
SlateStone Wealth
Florida
-$315K -2,856 Closed
CG
1044
Caprock Group
Idaho
-$301K -2,725 Closed
RFWA
1045
RPg Family Wealth Advisory
Massachusetts
-$298K -2,699 Closed
NEWAS
1046
N.E.W. Advisory Services
Wisconsin
-$292K -2,648 Closed
GAA
1047
Guardian Asset Advisors
Pennsylvania
-$264K -2,389 Closed
NCFG
1048
New Century Financial Group
New Jersey
-$257K -2,329 Closed
EA
1049
Everpar Advisors
Oklahoma
-$242K -2,197 Closed
LA
1050
Latitude Advisors
Florida
-$236K -2,136 Closed

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.