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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
Morgan Stanley
1
Morgan Stanley
New York
$1.27B +$106K +948 +0%
Bank of America
2
Bank of America
North Carolina
$836M +$98.7M +882,886 +14%
Wells Fargo
3
Wells Fargo
California
$587M -$9.48M -84,760 -2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$516M +$21.8M +194,885 +5%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$413M -$83.3M -744,630 -17%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$312M -$13.1M -117,266 -4%
Ameriprise
7
Ameriprise
Minnesota
$306M +$32M +286,587 +12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$290M -$27.6M -246,546 -9%
UBS Group
9
UBS Group
Switzerland
$268M +$3.51M +31,361 +1%
CCWM
10
Cassaday & Co Wealth Management
Virginia
$250M +$5.29M +47,328 +2%
CB
11
Commerce Bank
Missouri
$218M -$4.13M -36,912 -2%
LPL Financial
12
LPL Financial
California
$213M +$20.3M +181,523 +11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$192M -$67.8M -606,201 -27%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$175M -$5.82M -52,071 -3%
FCBT
15
First Citizens Bank & Trust
North Carolina
$167M -$637K -5,699 -0.4%
US Bancorp
16
US Bancorp
Minnesota
$165M -$12.8M -114,074 -8%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$136M -$3.21M -28,718 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$105M +$2.4M +21,446 +2%
GI
19
GLOBALT Investments
Georgia
$103M -$4.11M -36,788 -4%
JP Morgan Chase
20
JP Morgan Chase
New York
$93M -$7.94M -71,037 -8%
CFB
21
Cullen/Frost Bankers
Texas
$87.6M +$1.03M +9,208 +1%
Truist Financial
22
Truist Financial
North Carolina
$83.3M -$13.5M -120,978 -15%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$81.2M -$790K -7,066 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$79.1M -$6.9M -61,728 -8%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$74.2M +$96.2K +860 +0.1%

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.