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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
MWM
151
Modera Wealth Management
New Jersey
$6.21M -$64.3K -575 -1%
FHA
152
First Horizon Advisors
Tennessee
$6.08M -$43.3K -387 -0.7%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$6.03M -$80.7K -722 -1%
Cerity Partners
154
Cerity Partners
New York
$6.01M +$688K +6,153 +14%
PIA
155
Powell Investment Advisors
Florida
$5.82M +$236K +2,110 +4%
PCG
156
Prosperity Consulting Group
Maryland
$5.76M +$119K +1,065 +2%
FC
157
Forte Capital
New York
$5.71M -$364K -3,257 -6%
MFG
158
Mainsail Financial Group
Washington
$5.7M -$602K -5,385 -10%
GVAG
159
Great Valley Advisor Group
Delaware
$5.67M +$179K +1,597 +3%
William Blair & Company
160
William Blair & Company
Illinois
$5.56M -$60.6K -542 -1%
CHAM
161
Clear Harbor Asset Management
Connecticut
$5.54M -$32.6K -292 -0.6%
9WM
162
9258 Wealth Management
Ohio
$5.37M +$11.7K +105 +0.2%
FTS
163
Fifth Third Securities
Ohio
$5.36M -$78.4K -701 -2%
AA
164
Axiom Advisory
California
$5.35M +$85.3K +763 +2%
LF
165
Lee Financial
Texas
$5.33M -$186K -1,660 -4%
MBI
166
May Barnhard Investments
Maryland
$5.28M -$57K -510 -1%
ONB
167
Old National Bancorp
Indiana
$5.26M +$200K +1,786 +4%
CAM
168
Cresset Asset Management
Illinois
$5.26M +$116K +1,033 +2%
PGFC
169
Peapack-Gladstone Financial Corp
New Jersey
$5.22M -$327K -2,922 -6%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$5.18M -$225K -2,016 -4%
KWM
171
Kingsview Wealth Management
Oregon
$5.09M +$3.16M +28,280 +187%
Lido Advisors
172
Lido Advisors
California
$5.07M -$68.1K -609 -1%
TPCW
173
TD Private Client Wealth
New York
$5M -$225K -2,016 -5%
HCP
174
Holt Capital Partners
Texas
$4.96M +$609K +5,449 +15%
MA
175
Mutual Advisors
Nebraska
$4.95M +$3.74M +33,466 +442%

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.