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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
GSC
1051
Ground Swell Capital
South Carolina
-$225K -2,035 Closed
OAS
1052
Optivise Advisory Services
Tennessee
-$219K -1,986 Closed
HNWA
1053
Henrickson Nauta Wealth Advisors
Michigan
-$210K -1,902 Closed
AWM
1054
Aprio Wealth Management
Georgia
-$208K -1,886 Closed
CCG
1055
Cypress Capital Group
Florida
-$205K -1,858 Closed
PL
1056
Parthenon LLC
Kentucky
-$201K -1,818 Closed
PWMG
1057
Private Wealth Management Group
New Jersey
-$123K -1,117 Closed
1832 Asset Management
1058
1832 Asset Management
Ontario, Canada
-$82.7K -749 Closed
GI
1059
Gradient Investments
Minnesota
-$41.3K -374 Closed
Simplex Trading
1060
Simplex Trading
Illinois
-$40K -364 Closed
AAG
1061
Armstrong Advisory Group
Massachusetts
-$36K -326 Closed
LIA
1062
Lynx Investment Advisory
District of Columbia
-$33.4K -303 Closed
TSWM
1063
Tyler-Stone Wealth Management
Ohio
-$23.6K -214 Closed
JFG
1064
JDM Financial Group
Texas
-$14.7K -134 Closed
TWP
1065
Triad Wealth Partners
Kansas
-$11.3K -102 Closed
NFSG
1066
Newbridge Financial Services Group
Florida
-$10.5K -96 Closed
RWMG
1067
Redwood Wealth Management Group
New Jersey
-$5.52K -50 Closed
KFS
1068
Kelly Financial Services
Massachusetts
-$2.21K -20 Closed
WIA
1069
Wetzel Investment Advisors
Indiana
-$2.28K -20 Closed
TFF
1070
The Family Firm
Maryland
-$2.1K -19 Closed
BHWM
1071
Beaird Harris Wealth Management
Texas
-$883 -8 Closed
DWM
1072
Dogwood Wealth Management
Kansas
-$884 -8 Closed
T
1073
Tidemark
California
-$772 -7 Closed
AWM
1074
Angeles Wealth Management
California
-$441 -4 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.