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
RWG
276
Ratio Wealth Group
Colorado
$2.42M -$6.17K -57 -0.3%
Brown Advisory
277
Brown Advisory
Maryland
$2.41M -$386K -3,568 -14%
Natixis Advisors
278
Natixis Advisors
Massachusetts
$2.4M +$324K +2,996 +17%
FPGK
279
Financial Partners Group (Kansas)
Kansas
$2.39M -$38.3K -354 -2%
MA
280
MCF Advisors
Kentucky
$2.37M +$325 +3 +0%
RWP
281
RWA Wealth Partners
Massachusetts
$2.37M -$3.03K -28 -0.1%
IPW
282
Intergy Private Wealth
Colorado
$2.35M +$3.03K +28 +0.1%
FCI
283
Financial Counselors Inc
Kansas
$2.33M -$33.3K -308 -1%
BIA
284
Biondo Investment Advisors
Pennsylvania
$2.29M +$30.4K +281 +1%
SI
285
Saxon Interests
Texas
$2.29M -$3.14K -29 -0.1%
SC
286
Sierra Capital
Florida
$2.25M -$6.28K -58 -0.3%
BP
287
Broadleaf Partners
Ohio
$2.25M +$3.57K +33 +0.2%
Two Sigma Advisers
288
Two Sigma Advisers
New York
$2.24M -$1.17M -10,800 -36%
GTAM
289
Global Trust Asset Management
Florida
$2.19M +$43.8K +405 +2%
HGWM
290
Horst & Graben Wealth Management
Oregon
$2.18M -$162K -1,496 -7%
HIA
291
Harbor Investment Advisory
Maryland
$2.13M +$217K +2,004 +12%
TVAMP
292
Tennessee Valley Asset Management Partners
Tennessee
$2.09M -$1.84M -16,968 -48%
RG
293
Rathbones Group
United Kingdom
$2.09M +$333K +3,082 +20%
HCM
294
HMS Capital Management
Tennessee
$2.06M +$1.95M +18,056 New
OW
295
Olistico Wealth
Oklahoma
$2.06M +$109K +1,005 +6%
SFA
296
Sequoia Financial Advisors
Ohio
$2.04M -$1.01M -9,305 -34%
CASC
297
Coppell Advisory Solutions Corp
Texas
$2.01M +$1.9M +17,569 New
TRCT
298
Tower Research Capital (TRC)
New York
$1.96M +$1.85M +17,127 +428,175%
VCM
299
Virtue Capital Management
Tennessee
$1.95M -$1.8M -16,647 -49%
AUB
300
Atlantic Union Bankshares
Virginia
$1.94M -$102K -939 -5%

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.