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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
UB
101
UMB Bank
Missouri
$13.3M -$690K -6,169 -5%
SCM
102
Sterling Capital Management
North Carolina
$13.1M +$12.5M +112,088 New
PFPT
103
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.9M +$349K +3,121 +3%
BlackRock
104
BlackRock
New York
$12.8M -$9.77M -87,391 -45%
SMF
105
Sterling Manor Financial
New York
$12.5M -$6.91M -61,843 -37%
CWM
106
Connecticut Wealth Management
Connecticut
$12M
LWP
107
LMG Wealth Partners
Louisiana
$11.9M -$22.5K -201 -0.2%
Pathstone Holdings
108
Pathstone Holdings
New Jersey
$11.8M +$130K +1,166 +1%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$11.8M +$10.3M +92,348 +1,160%
MCCA
110
Mill Creek Capital Advisors
Pennsylvania
$11.7M +$48.9K +437 +0.4%
WMWM
111
Whitaker-Myers Wealth Managers
Ohio
$11.6M +$842K +7,530 +8%
NP
112
NorthRock Partners
Minnesota
$11.6M -$197K -1,766 -2%
WIC
113
Whitegate Investment Counselors
New Hampshire
$11.5M +$5.14K +46 +0%
FMII
114
Farmers & Merchants Investments Inc
Nebraska
$11M +$346K +3,095 +3%
OAM
115
Occidental Asset Management
California
$11M +$32.8K +293 +0.3%
SA
116
Sanctuary Advisors
Indiana
$10.5M +$1.38M +12,370 +19%
SCA
117
Southern Capital Advisors
Tennessee
$10.4M +$329K +2,941 +3%
MFIM
118
Mesirow Financial Investment Management
Illinois
$10.4M +$534K +4,776 +6%
ATC
119
Argent Trust Co
Tennessee
$10.4M +$405K +3,623 +4%
SAM
120
Sequent Asset Management
Texas
$9.95M +$1.74M +15,536 +23%
BRWA
121
B. Riley Wealth Advisors
Florida
$9.68M -$1.57M -14,071 -15%
PP
122
Pegasus Partners
Wisconsin
$9.53M +$315K +2,814 +4%
WA
123
Waverly Advisors
Alabama
$9.39M -$619K -5,540 -6%
WFA
124
WestHill Financial Advisors
California
$9.26M +$333K +2,976 +4%
XF
125
XML Financial
Maryland
$9.24M +$60.2K +538 +0.7%

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.