We are live on ! Find out more
IWP icon

iShares Russell Mid-Cap Growth ETF

1,037 hedge funds and large institutions have $11.4B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 319 increasing their positions, 352 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,251% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $788K

68% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 57

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

2% more funds holding

Funds holding: 1,0131,037 (+24)

4% less capital invested

Capital invested by funds: $11.9B → $11.4B (-$502M)

9% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 352

9.04% less ownership

Funds ownership: 82.27%73.23% (-9%)

Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
14.94%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.62%
New
96
Increased
319
Reduced
352
Closed
57
Calls
$10.6M
Puts
$788K
Net Calls
+$9.86M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
226
Mathes Company
New York
$3.44M
Financial Engines Advisors
227
Financial Engines Advisors
California
$3.44M -$384K -3,551 -11%
ASFA
228
All Season Financial Advisors
Colorado
$3.42M +$3.24M +29,991 New
LNC
229
Lincoln National Corp
Pennsylvania
$3.37M +$854K +7,896 +37%
HA
230
Hofer & Associates
California
$3.36M +$83.6K +773 +3%
DWA
231
Dougherty Wealth Advisers
Minnesota
$3.34M -$225K -2,081 -7%
CCB
232
Country Club Bank
Missouri
$3.32M -$341K -3,153 -10%
Bessemer Group
233
Bessemer Group
New Jersey
$3.25M -$10.1K -93 -0.3%
AF
234
Advisornet Financial
Minnesota
$3.23M +$67.3K +622 +2%
ATI
235
ARK & TLK Investments
Oklahoma
$3.22M +$974 +9 +0%
RFC
236
Regions Financial Corp
Alabama
$3.21M +$79.6K +736 +3%
WAM
237
Weinberger Asset Management
California
$3.18M -$21.6K -200 -0.7%
PFS
238
Prospera Financial Services
Texas
$3.16M -$2.81K -26 -0.1%
Citadel Advisors
239
Citadel Advisors
Florida
$3.11M +$409K +3,777 +16%
WB
240
WesBanco Bank
West Virginia
$3.1M +$1.16M +10,739 +65%
UWM
241
USAdvisors Wealth Management
Minnesota
$3.05M +$205K +1,896 +8%
CA
242
Claro Advisors
Massachusetts
$3.01M -$708K -6,549 -20%
PWCM
243
Processus Wealth & Capital Management
Tennessee
$2.98M +$110K +1,020 +4%
BFG
244
Bleakley Financial Group
New Jersey
$2.96M -$90.4K -836 -3%
HNB
245
Hilltop National Bank
Wyoming
$2.95M +$2.8M +25,842 New
CL
246
Choreo LLC
Illinois
$2.94M -$614K -5,677 -18%
IFPG
247
Intrepid Financial Planning Group
Indiana
$2.94M +$14.5K +134 +0.5%
GT
248
Glenmede Trust
Pennsylvania
$2.92M -$21.1K -195 -0.8%
LTL
249
Lowery Thomas LLC
California
$2.9M -$94.3K -872 -3%
IWM
250
IHT Wealth Management
Illinois
$2.89M +$1.3M +12,019 +90%

IWP Hedge Fund Activity: Q1 2024 in Review

1,037 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2024, worth a combined $11.4B — down 4.2% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new IWP positions and 57 closed out — a net gain of 39 holders — while 319 added to existing stakes and 352 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $53.6M. The largest seller was Morgan Stanley, cutting an estimated $1.17B.

  • 1,037 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2024, up from 1,013 in Q4 2023.
  • Funds reported $11.4B of iShares Russell Mid-Cap Growth ETF stock for Q1 2024, down 4.2% quarter-over-quarter.
  • 96 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2024 and 57 closed out, a net change of +39 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2024 was BNP Paribas Financial Markets, an estimated $53.6M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.17B sold.

Based on aggregated 13F filings for Q1 2024.