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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
AWS
251
Atria Wealth Solutions
New York
$2.89M -$484K -4,471 -15%
BCM
252
Becker Capital Management
Oregon
$2.88M
RhumbLine Advisers
253
RhumbLine Advisers
Massachusetts
$2.87M +$2.07M +19,180 +323%
SC
254
Savant Capital
Illinois
$2.81M -$221K -2,047 -8%
PAS
255
Park Avenue Securities
New York
$2.79M -$74.8K -691 -3%
IA
256
IFP Advisors
Florida
$2.79M +$321K +2,967 +14%
UCFA
257
United Capital Financial Advisors
Texas
$2.78M -$787K -7,275 -23%
FNBT
258
FineMark National Bank & Trust
Florida
$2.78M -$32.7K -302 -1%
MCA
259
MSH Capital Advisors
Arizona
$2.77M +$30.6K +283 +1%
BPA
260
Beacon Pointe Advisors
California
$2.77M +$26.6K +246 +1%
PA
261
Pinnacle Associates
New York
$2.74M -$1.62K -15 -0.1%
MPPLM
262
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.71M -$268K -2,477 -9%
BJL
263
Brighton Jones LLC
Washington
$2.71M -$39.2K -362 -2%
FNT
264
First National Trust
Pennsylvania
$2.71M +$757 +7 +0%
SA
265
Strategic Advocates
Utah
$2.7M +$91.7K +848 +4%
E
266
ETFidea
New York
$2.65M +$748K +6,916 +42%
Canada Pension Plan Investment Board
267
Canada Pension Plan Investment Board
Ontario, Canada
$2.63M
HI
268
Harbour Investments
Wisconsin
$2.62M +$282K +2,610 +13%
BWA
269
Beam Wealth Advisors
Louisiana
$2.59M -$3.46K -32 -0.1%
I2I
270
Insight 2811 Inc
Illinois
$2.55M -$5.19K -48 -0.2%
IWC
271
Integrated Wealth Concepts
Massachusetts
$2.52M +$1.31M +12,072 +120%
AAS
272
Ameritas Advisory Services
Nebraska
$2.51M +$1.6M +14,775 +185%
BSW
273
Buckingham Strategic Wealth
Missouri
$2.5M -$23K -213 -1%
SCA
274
Stillwater Capital Advisors
Pennsylvania
$2.5M -$38.8K -359 -2%
NL
275
NWAM LLC
Washington
$2.43M +$2.16K +20 +0.1%

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.