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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
TC
176
TAGStone Capital
North Carolina
$4.89M +$128K +1,141 +3%
CW
177
CreativeOne Wealth
Kansas
$4.82M +$2.1M +18,753 +84%
SC
178
Savant Capital
Illinois
$4.8M +$1.29M +11,514 +39%
PRWA
179
Platte River Wealth Advisors
Colorado
$4.71M -$44.7K -400 -1%
SWP
180
Stratos Wealth Partners
Ohio
$4.52M +$198K +1,772 +5%
BOH
181
Bank of Hawaii
Hawaii
$4.49M +$538K +4,815 +14%
BB
182
Berkshire Bank
Massachusetts
$4.48M -$263K -2,350 -6%
SCP
183
Stevens Capital Partners
Nebraska
$4.47M +$132K +1,183 +3%
TCWM
184
Total Clarity Wealth Management
Illinois
$4.47M +$306K +2,737 +8%
IP
185
Investment Partners
Ohio
$4.46M -$272K -2,434 -6%
Citadel Advisors
186
Citadel Advisors
Florida
$4.41M +$1.5M +13,449 +56%
JFG
187
Jefferies Financial Group
New York
$4.36M -$163K -1,462 -4%
APW
188
Acima Private Wealth
Virginia
$4.36M
AI
189
Auour Investments
Massachusetts
$4.28M -$47.6K -426 -1%
BMCM
190
Burns Matteson Capital Management
New York
$4.21M -$30.3K -271 -0.7%
CCM
191
Coldstream Capital Management
Washington
$4.21M -$11.6K -104 -0.3%
MCWS
192
McKinley Carter Wealth Services
West Virginia
$4.19M -$77K -689 -2%
Kayne Anderson Rudnick Investment Management
193
Kayne Anderson Rudnick Investment Management
California
$4.15M +$1.87M +16,701 +89%
WFS
194
Widmann Financial Services
Maryland
$4.11M +$146K +1,309 +4%
HNB
195
Huntington National Bank
Ohio
$4.04M
SC
196
Saiph Capital
New Jersey
$4.03M +$5.37K +48 +0.1%
AB
197
Atlas Brown
Kentucky
$3.97M +$25.4K +227 +0.7%
CC
198
Courier Capital
New York
$3.97M -$65.7K -588 -2%
SPC
199
Sigma Planning Corp
Michigan
$3.9M +$84.3K +754 +2%
ICM
200
IMS Capital Management
Oregon
$3.88M

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.