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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
SWP
401
Summit Wealth Partners
Florida
$1.13M +$396K +3,657 +59%
CICC
402
Capital Investment Counsel (Colorado)
Colorado
$1.12M +$774K +7,153 +266%
FT
403
Fiduciary Trust
Massachusetts
$1.12M
Wealthfront Advisers
404
Wealthfront Advisers
California
$1.1M +$129K +1,194 +14%
WMP
405
Wealth Management Partners
Arizona
$1.09M -$8.01K -74 -0.8%
BBA
406
BLB&B Advisors
Pennsylvania
$1.09M +$70.3K +650 +7%
MMA
407
Miracle Mile Advisors
California
$1.08M -$230K -2,123 -18%
BWM
408
Brickley Wealth Management
California
$1.07M -$2.92K -27 -0.3%
CSPAM
409
Cary Street Partners Asset Management
Virginia
$1.07M -$9.41K -87 -0.9%
CAL
410
Capital Analysts LLC
Pennsylvania
$1.06M +$34.6K +320 +4%
MA
411
MONECO Advisors
Connecticut
$1.05M -$974 -9 -0.1%
LI
412
LMCG Investments
Massachusetts
$1.04M
SWA
413
Strata Wealth Advisors
Texas
$1.03M
PPW
414
PACK Private Wealth
Minnesota
$1.03M
HAS
415
Holland Advisory Services
Florida
$1.02M -$112K -1,032 -10%
BIG
416
Builder Investment Group
Georgia
$1.02M +$46.5K +430 +5%
PSB
417
Passumpsic Savings Bank
Vermont
$1.02M +$965K +8,921 New
RJT
418
Raymond James Trust
Florida
$1.01M -$2.6K -24 -0.3%
KCM
419
Kanawha Capital Management
Virginia
$1.01M -$775K -7,162 -45%
TC
420
TownSquare Capital
Utah
$1M +$247K +2,282 +35%
PA
421
Parallel Advisors
California
$990K +$40.8K +377 +5%
WSFS
422
Wilmington Savings Fund Society
Delaware
$980K +$928K +8,582 New
S
423
SignatureFD
Georgia
$977K +$12.7K +117 +1%
NS
424
NBC Securities
Alabama
$974K +$43.4K +401 +5%
DAS
425
Dynamic Advisor Solutions
Arizona
$973K +$303K +2,797 +49%

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.