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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
OC
126
Oppenheimer & Co
New York
$9.19M +$721K +6,451 +9%
AAS
127
Avantax Advisory Services
Texas
$9.05M +$831K +7,429 +11%
HCA
128
Heck Capital Advisors
Wisconsin
$8.94M +$3.31M +29,584 +63%
APP
129
Avantax Planning Partners
Iowa
$8.82M -$6.13M -54,819 -42%
CI
130
Conning Inc
Connecticut
$8.28M +$506K +4,526 +7%
FCAM
131
First Citizens Asset Management
North Carolina
$7.9M -$94K -841 -1%
FFA
132
First Foundation Advisors
California
$7.83M -$2.24K -20 -0%
FCH
133
Freestone Capital Holdings
Washington
$7.63M -$70.4K -630 -1%
JWCA
134
J.W. Cole Advisors
Florida
$7.62M +$186K +1,660 +3%
FMC
135
First Merchants Corp
Indiana
$7.41M +$137K +1,227 +2%
SYBT
136
Stock Yards Bank & Trust
Kentucky
$7.25M +$929K +8,310 +16%
CGA
137
Crescent Grove Advisors
Illinois
$7.21M -$446K -3,992 -6%
GIA
138
GHP Investment Advisors
Colorado
$7.2M -$210K -1,875 -3%
JFGIW
139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.06M -$459K -4,104 -6%
NA
140
NewEdge Advisors
Louisiana
$7.02M +$31K +277 +0.5%
WFAG
141
Wescott Financial Advisory Group
Pennsylvania
$6.88M +$153K +1,365 +2%
TAM
142
Tocqueville Asset Management
New York
$6.75M -$214K -1,914 -3%
CCM
143
Condor Capital Management
New Jersey
$6.64M +$211K +1,887 +3%
Focus Partners Wealth
144
Focus Partners Wealth
Massachusetts
$6.63M -$76.3M -682,575 -92%
VW
145
Vance Wealth
California
$6.63M +$331K +2,959 +6%
CG
146
Corundum Group
Colorado
$6.62M -$122K -1,091 -2%
KFP
147
KMG Fiduciary Partners
Ohio
$6.61M +$2.32M +20,720 +58%
PFA
148
Petra Financial Advisors
Colorado
$6.58M +$110K +981 +2%
CA
149
Clearstead Advisors
Ohio
$6.39M -$76.1K -681 -1%
ML
150
McAdam LLC
Pennsylvania
$6.32M +$384K +3,435 +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.