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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
ATPW
476
Ashton Thomas Private Wealth
Arizona
$783K -$3.46K -32 -0.5%
CS
477
Capital Square
Tennessee
$783K +$742K +6,856 New
NCM
478
Next Capital Management
New York
$777K
LB
479
Legacy Bridge
Iowa
$777K
AFWM
480
AMJ Financial Wealth Management
Virginia
$777K +$525K +4,856 +249%
B
481
Bensler
Washington
$776K -$86.4K -799 -11%
RFG
482
REAP Financial Group
Texas
$764K -$56.4K -521 -7%
ES
483
Eagle Strategies
New York
$755K -$2.34M -21,626 -77%
FUBT
484
First United Bank & Trust
Maryland
$749K -$2.16K -20 -0.3%
HWA
485
Heritage Wealth Advisors
Virginia
$734K
FA
486
Financial Alternatives
California
$733K
MFG
487
Magnus Financial Group
New York
$733K +$325 +3 +0%
ECM
488
Evergreen Capital Management
Washington
$729K +$49.8K +460 +8%
GWMIA
489
Global Wealth Management Investment Advisory
Florida
$729K -$59.5K -550 -8%
RT
490
Rockland Trust
Massachusetts
$728K -$24.7K -228 -3%
NFC
491
Northeast Financial Consultants
Connecticut
$728K
GWSA
492
Global Wealth Strategies & Associates
Colorado
$727K -$21.4K -198 -3%
DT
493
Diversified Trust
Tennessee
$726K +$292K +2,698 +74%
SFPG
494
Stonebridge Financial Planning Group
Florida
$721K +$71.7K +663 +12%
CSPIA
495
Cary Street Partners Investment Advisory
Virginia
$719K
CBFP
496
Cedar Brook Financial Partners
Ohio
$708K
SC
497
SouthState Corp
Florida
$706K +$8.01K +74 +1%
NB
498
NBT Bank
New York
$702K
RCM
499
Richardson Capital Management
Wisconsin
$698K +$662K +6,119 New
LMKC
500
L.M. Kohn & Company
Ohio
$694K -$649 -6 -0.1%

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.