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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
Bessemer Group
201
Bessemer Group
New Jersey
$3.87M +$498K +4,455 +16%
UWM
202
USAdvisors Wealth Management
Minnesota
$3.85M +$324K +2,902 +10%
EAM
203
Eukles Asset Management
Ohio
$3.84M -$122K -1,095 -3%
IA
204
IFP Advisors
Florida
$3.82M +$366K +3,269 +11%
T. Rowe Price Associates
205
T. Rowe Price Associates
Maryland
$3.79M
SW
206
SVB Wealth
Massachusetts
$3.78M -$11.5M -102,826 -76%
AWMNH
207
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.77M -$78K -698 -2%
CL
208
Choreo LLC
Illinois
$3.72M +$18.3K +164 +0.5%
WAM
209
Weinberger Asset Management
California
$3.7M +$259K +2,314 +8%
HNB
210
Hilltop National Bank
Wyoming
$3.69M +$284K +2,544 +9%
AF
211
Advisornet Financial
Minnesota
$3.63M +$37.2K +333 +1%
TWM
212
Tolleson Wealth Management
Texas
$3.62M -$450K -4,023 -12%
GT
213
Glenview Trust
Kentucky
$3.62M -$48K -429 -1%
VCM
214
Vision Capital Management
Oregon
$3.61M -$9.84K -88 -0.3%
KFG
215
Kingdom Financial Group
Arizona
$3.61M +$59K +528 +2%
HPC
216
HM Payson & Co
Maine
$3.55M -$16.2K -145 -0.5%
MC
217
Mathes Company
New York
$3.54M
Vanguard Group
218
Vanguard Group
Pennsylvania
$3.54M -$852K -7,616 -20%
MCM
219
MV Capital Management
Maryland
$3.53M -$20.8K -186 -0.6%
HA
220
Hofer & Associates
California
$3.5M +$8.16K +73 +0.2%
CCB
221
Country Club Bank
Missouri
$3.46M +$25.2K +225 +0.8%
DWA
222
Dougherty Wealth Advisers
Minnesota
$3.42M -$1.45K -13 -0%
HBS
223
Howard Bailey Securities
Indiana
$3.41M +$3.25M +29,068 New
Financial Engines Advisors
224
Financial Engines Advisors
California
$3.41M +$112 +1 +0%
SF
225
Summit Financial
New Jersey
$3.39M +$196K +1,754 +6%

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.