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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
CIA
426
Concurrent Investment Advisors
Florida
$967K +$59.7K +552 +7%
WCA
427
Waypoint Capital Advisors
Minnesota
$966K
AFG
428
Allegheny Financial Group
Pennsylvania
$962K -$216K -1,993 -19%
CSWM
429
Cassady Schiller Wealth Management
Ohio
$944K
EWA
430
Etesian Wealth Advisors
Oregon
$936K
EA
431
Eudaimonia Advisors
Tennessee
$924K +$56.6K +523 +7%
JJBC
432
James J. Burns & Company
New York
$915K -$335K -3,094 -27%
GA
433
GFS Advisors
Texas
$913K
AFC
434
AFT Forsyth & Company
Florida
$912K +$2.27K +21 +0.3%
SVWAG
435
Sound View Wealth Advisors Group
Georgia
$911K -$4.22K -39 -0.5%
IWM
436
Iams Wealth Management
Nebraska
$909K +$886K +8,194 New
CWM
437
Calamos Wealth Management
Illinois
$907K
SF
438
Summit Financial
New Jersey
$906K +$63.2K +584 +8%
TCA
439
Transcend Capital Advisors
New Jersey
$905K +$357K +3,304 +71%
SWM
440
Spire Wealth Management
Virginia
$904K +$37K +342 +5%
AF
441
Allworth Financial
California
$898K +$176K +1,628 +26%
LBC
442
Lowe Brockenbrough & Co
Virginia
$897K +$30.7K +284 +4%
RWM
443
Rockwood Wealth Management
Pennsylvania
$894K +$31.6K +292 +4%
R
444
Rebalance
California
$892K
RIA
445
Regal Investment Advisors
Michigan
$883K -$558K -5,155 -40%
CAC
446
Certified Advisory Corp
Florida
$882K +$191K +1,762 +30%
IFG
447
Independent Financial Group
California
$880K -$9.3K -86 -1%
MFGP
448
Marshall Financial Group (Pennsylvania)
Pennsylvania
$877K +$649 +6 +0.1%
BAM
449
Belpointe Asset Management
Nevada
$872K +$464K +4,292 +128%
MI
450
Moneywise Inc
Virginia
$871K +$521K +4,819 +172%

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.