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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
AA
351
Ancora Advisors
Ohio
$1.45M -$32.5K -300 -2%
GJIA
352
Glass Jacobson Investment Advisors
Maryland
$1.45M +$85.4K +789 +7%
FFL
353
Financial Freedom LLC
Ohio
$1.44M +$974 +9 +0.1%
EP
354
Eudaimonia Partners
Tennessee
$1.42M +$183K +1,690 +16%
RB
355
Renasant Bank
Mississippi
$1.42M -$2.71K -25 -0.2%
PCM
356
Pointe Capital Management
Michigan
$1.41M +$359K +3,314 +37%
CFGS
357
Concourse Financial Group Securities
Alabama
$1.41M -$51.3K -474 -4%
BA
358
Ballew Advisors
Mississippi
$1.41M +$63.1K +583 +5%
AL
359
Aspiriant LLC
California
$1.41M
VVP
360
Venture Visionary Partners
Ohio
$1.4M -$8.22K -76 -0.6%
PCIA
361
Prime Capital Investment Advisors
Kansas
$1.4M +$15.1K +140 +1%
ODIJL
362
One Day In July LLC
Vermont
$1.39M +$2.92K +27 +0.2%
AllianceBernstein
363
AllianceBernstein
Tennessee
$1.37M +$48.1K +445 +4%
Allspring Global Investments
364
Allspring Global Investments
North Carolina
$1.37M -$1.81M -16,694 -58%
LSA
365
Lion Street Advisors
Texas
$1.35M
NC
366
Napatree Capital
Rhode Island
$1.34M -$8.44K -78 -0.6%
TMWM
367
Taylor & Morgan Wealth Management
Michigan
$1.33M -$61.1K -565 -5%
AG
368
AlTi Global
New York
$1.32M +$15.5K +143 +1%
GIA
369
Gladstone Institutional Advisory
Florida
$1.32M -$2.06K -19 -0.2%
SWA
370
Sax Wealth Advisors
New Jersey
$1.31M +$865 +8 +0.1%
RMCM
371
Reynders McVeigh Capital Management
Massachusetts
$1.3M -$42K -388 -3%
EG
372
Ellerson Group
Maryland
$1.29M +$162K +1,500 +15%
MAM
373
Meeder Asset Management
Ohio
$1.29M +$1.22M +11,267 New
DADC
374
D.A. Davidson & Co
Montana
$1.28M -$252K -2,326 -17%
AWA
375
Arkadios Wealth Advisors
Georgia
$1.26M +$77.9K +720 +7%

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.