iShares Russell Mid-Cap Growth ETF
1,017 hedge funds and large institutions have $10.1B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 314 increasing their positions, 342 reducing their positions, and 77 closing their positions.
4,450% more call options, than puts
Call options by funds: $7.01M | Put options by funds: $154K
8% less repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 342
2% less funds holding
Funds holding: 1,041 → 1,017 (-24)
11% less capital invested
Capital invested by funds: $11.4B → $10.1B (-$1.27B)
12% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 77
15.94% less ownership
Funds ownership: 73.31% → 57.37% (-16%)
25% less funds holding in top 10
Funds holding in top 10: 44 → 33 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$41.9M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$39.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$22.4M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$21.9M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$684M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$54.4M |
| 3 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$40.5M |
| 4 |
Goldman Sachs
New York
|
-$40.4M |
| 5 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
-$28.4M |
IWP Hedge Fund Activity: Q2 2024 in Review
1,017 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2024, worth a combined $10.1B — down 11% from $11.4B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of IWP and 68 opened new positions — a net loss of 9 holders — while 342 trimmed existing stakes and 314 added.
The largest buyer was Bank of America, adding an estimated $41.9M. The largest seller was TIAA Trust, National Association, cutting an estimated $684M.
- 1,017 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2024, down from 1,041 in Q1 2024.
- Funds reported $10.1B of iShares Russell Mid-Cap Growth ETF stock for Q2 2024, down 11% quarter-over-quarter.
- 68 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2024 and 77 closed out, a net change of -9 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2024 was Bank of America, an estimated $41.9M added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2024 was TIAA Trust, National Association, an estimated $684M sold.
Based on aggregated 13F filings for Q2 2024.