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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
EWA
376
ERTS Wealth Advisors
Michigan
$1.26M -$102K -941 -8%
PTC
377
Private Trust Company
Ohio
$1.26M +$47K +434 +4%
CWM
378
Cranbrook Wealth Management
Michigan
$1.25M
SSWM
379
Smith Salley Wealth Management
North Carolina
$1.25M +$78.4K +725 +7%
FWP
380
FAS Wealth Partners
Kansas
$1.24M +$9.74K +90 +0.8%
CPIG
381
Chicago Partners Investment Group
Illinois
$1.24M +$5.19K +48 +0.4%
WH
382
Willner & Heller
California
$1.23M +$32K +296 +3%
AWM
383
Atticus Wealth Management
Florida
$1.23M -$23.5K -217 -2%
CB
384
Cadence Bank
Mississippi
$1.22M -$7.68K -71 -0.7%
Kovitz Investment Group Partners
385
Kovitz Investment Group Partners
Illinois
$1.22M +$29.2K +270 +3%
PCH
386
PGIM Custom Harvest
New Jersey
$1.22M -$12.3K -114 -1%
OWA
387
Octavia Wealth Advisors
Ohio
$1.21M -$13.5M -124,980 -92%
WT
388
Whittier Trust
California
$1.21M
ASN
389
Advisory Services Network
Georgia
$1.2M +$71.3K +659 +7%
OGF
390
Orin Green Financial
California
$1.19M -$1.13M -10,452 Closed
NPT
391
National Philanthropic Trust
Pennsylvania
$1.19M
EWM
392
EPG Wealth Management
Georgia
$1.19M +$1.73K +16 +0.2%
MFG
393
MidWestOne Financial Group
Iowa
$1.18M
MWM
394
Mission Wealth Management
California
$1.16M +$56.1K +519 +5%
EWA
395
EverSource Wealth Advisors
Alabama
$1.16M +$1.03M +9,551 +792%
AI
396
Atria Investments
North Carolina
$1.16M -$99K -915 -8%
BFS
397
Bradley Foster & Sargent
Connecticut
$1.15M
KFI
398
Key Financial Inc
Pennsylvania
$1.14M
BIA
399
BHK Investment Advisors
Alabama
$1.14M +$218K +2,017 +25%
EIA
400
Eldridge Investment Advisors
New Hampshire
$1.14M

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.