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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
SAW
451
Signal Advisors Wealth
Michigan
$870K +$592K +5,469 +254%
BFC
452
Bedel Financial Consulting
Indiana
$869K +$8.33K +77 +1%
PFP
453
Paragon Financial Partners
California
$867K +$342K +3,160 +71%
GPA
454
Garrison Point Advisors
California
$856K
CGPCS
455
Capital Group Private Client Services
California
$855K -$2.06K -19 -0.3%
HTC
456
Haverford Trust Company
Pennsylvania
$842K -$27.9K -258 -3%
RWP
457
Revolve Wealth Partners
New Jersey
$842K +$20.2K +187 +3%
PG
458
Patten Group
Tennessee
$837K +$42.7K +395 +6%
GT
459
Greenleaf Trust
Michigan
$837K -$3.46K -32 -0.4%
MA
460
Mutual Advisors
Nebraska
$835K -$274K -2,536 -26%
AF
461
Affiance Financial
Minnesota
$824K -$63K -582 -7%
WGCA
462
Wolf Group Capital Advisors
Virginia
$816K
AA
463
Argent Advisors
Louisiana
$812K -$27K -250 -3%
LW
464
Linscomb Wealth
Texas
$808K -$4.98K -46 -0.6%
SFP
465
Sweet Financial Partners
Minnesota
$808K -$61.2K -566 -7%
VA
466
Valmark Advisers
Ohio
$808K -$13.2K -122 -2%
CT
467
Colonial Trust
South Carolina
$797K -$4.98K -46 -0.7%
HCA
468
Harbour Capital Advisors
Virginia
$796K
RSWM
469
Robertson Stephens Wealth Management
California
$796K +$11.6K +107 +2%
FI
470
FWG Investments
Kentucky
$793K -$20.6K -190 -3%
WAP
471
Wealthcare Advisory Partners
Pennsylvania
$787K -$64.9K -600 -8%
RRA
472
Round Rock Advisors
Connecticut
$787K -$2.16K -20 -0.3%
EIP
473
Easterly Investment Partners
Massachusetts
$787K -$108 -1 -0%
GSIAS
474
Garden State Investment Advisory Services
New Jersey
$787K -$108 -1 -0%
CPSC
475
Carl P. Sherr & Co
Massachusetts
$786K -$72.9K -674 -9%

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.