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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
GL
326
Graypoint LLC
New York
$1.69M
MWM
327
Meridian Wealth Management
Kentucky
$1.66M +$63.3K +585 +4%
AA
328
Alesco Advisors
New York
$1.63M
EFS
329
Essex Financial Services
Connecticut
$1.63M +$240K +2,216 +18%
TFGT
330
TS Financial Group (TSFG)
Illinois
$1.63M -$601K -5,558 -28%
DWMS
331
Dominguez Wealth Management Solutions
Virginia
$1.62M +$33.2K +307 +2%
TGAM
332
TBH Global Asset Management
Tennessee
$1.61M -$3.25K -30 -0.2%
ACM
333
Advisors Capital Management
New Jersey
$1.61M +$18.9K +175 +1%
RCAG
334
Rehmann Capital Advisory Group
Michigan
$1.6M -$47.3K -437 -3%
TPI
335
Trust Point Inc
Wisconsin
$1.59M -$4.76K -44 -0.3%
1SB
336
1ST Source Bank
Indiana
$1.59M +$579K +5,355 +62%
TWM
337
Tradition Wealth Management
Minnesota
$1.59M +$1.51M +13,919 New
FNBOO
338
First National Bank of Omaha
Nebraska
$1.56M -$53.8K -497 -4%
Legal & General Group
339
Legal & General Group
United Kingdom
$1.56M +$1.01M +9,370 +219%
CT
340
Clearstead Trust
Maine
$1.55M
Jane Street
341
Jane Street
New York
$1.54M +$192K +1,772 +15%
RDFA
342
Ritter Daniher Financial Advisory
Ohio
$1.53M -$18.7K -173 -1%
PPC
343
Park Place Capital
Alabama
$1.53M -$265K -2,448 -15%
OHWP
344
Oak Harbor Wealth Partners
North Carolina
$1.52M
HCMT
345
Highland Capital Management (Tennessee)
Tennessee
$1.5M -$10.8K -100 -0.8%
FPAS
346
Focus Partners Advisor Solutions
Missouri
$1.5M +$1.05M +9,724 +286%
PIA
347
Perennial Investment Advisors
California
$1.49M -$15K -139 -1%
BCM
348
BTC Capital Management
Iowa
$1.48M +$1.4M +12,946 New
SFG
349
Summit Financial Group
West Virginia
$1.47M
VFA
350
Valeo Financial Advisors
Indiana
$1.46M +$19.9K +184 +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.