We are live on ! Find out more
IWP icon

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
PPP
501
Private Portfolio Partners
New Jersey
$693K +$10.6K +98 +2%
AP
502
Appleton Partners
Massachusetts
$688K -$10.8K -100 -2%
SFC
503
Strategic Financial Concepts
Texas
$685K +$649K +6,003 New
VCM
504
Viewpoint Capital Management
Washington
$685K
GC
505
Gratus Capital
Georgia
$682K +$165K +1,525 +34%
PCA
506
Prosperity Capital Advisors
Ohio
$680K +$262K +2,419 +68%
CWM
507
Cahaba Wealth Management
Georgia
$680K -$9.52K -88 -1%
PFA
508
Pathway Financial Advisors
Vermont
$679K -$5.41K -50 -0.8%
RIS
509
Retirement Income Solutions
Michigan
$674K
BWA
510
BlueSky Wealth Advisors
North Carolina
$668K
GC
511
Guidance Capital
Kentucky
$667K +$667K +6,166 New
AIG
512
American International Group
New York
$662K -$1.2M -11,100 -66%
SFO
513
Standard Family Office
South Dakota
$660K +$625K +5,778 New
LIM
514
Leavell Investment Management
Alabama
$659K -$92K -850 -13%
WI
515
Wintrust Investments
Illinois
$658K -$3.35K -31 -0.5%
HWM
516
HB Wealth Management
Georgia
$653K +$367K +3,388 +145%
WTB
517
Washington Trust Bank
Washington
$651K -$679K -6,275 -52%
FIM
518
Freedom Investment Management
Connecticut
$650K -$152K -1,403 -20%
FWTB
519
First Western Trust Bank
Colorado
$648K
Lazard Asset Management
520
Lazard Asset Management
New York
$646K
TWP
521
Total Wealth Planning
Ohio
$643K -$35.8K -331 -6%
QCM
522
QRG Capital Management
Illinois
$641K -$5.08K -47 -0.8%
RA
523
Ruggaard & Associates
Ohio
$639K
CAM
524
Crestone Asset Management
Colorado
$638K
NAM
525
NTV Asset Management
West Virginia
$634K +$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.