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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
HSA
526
HBK Sorce Advisory
Pennsylvania
$630K
PWM
527
Perigon Wealth Management
California
$629K +$75.1K +694 +14%
WKSWA
528
White Knight Strategic Wealth Advisors
New Jersey
$628K
NFG
529
Nations Financial Group
Iowa
$628K +$216 +2 +0%
OFG
530
Oxford Financial Group
Indiana
$623K -$3.46K -32 -0.6%
SHJ
531
Sharkey, Howes & Javer
Colorado
$621K
AIM
532
Allen Investment Management
New York
$621K
BP
533
Ballentine Partners
Massachusetts
$620K -$8.33K -77 -1%
CWM
534
Cornerstone Wealth Management
Missouri
$619K +$11.5K +106 +2%
RPC
535
Rossmore Private Capital
Connecticut
$617K -$24.9K -230 -4%
RTL
536
Red Tortoise LLC
Georgia
$607K -$757 -7 -0.1%
NB
537
Nicolet Bankshares
Wisconsin
$606K +$574K +5,305 New
ABC
538
Associated Banc-Corp
Wisconsin
$604K
WP
539
WealthPLAN Partners
Nebraska
$601K
IAG
540
Investmark Advisory Group
Connecticut
$595K +$6.82K +63 +1%
MM
541
Meridian Management
Arkansas
$594K
B
542
Bailard
California
$593K
CCAL
543
City Center Advisors LLC
Michigan
$587K +$557K +5,145 New
OL
544
Owen LaRue
Kentucky
$585K -$92.2K -852 -14%
HF
545
Halpern Financial
Virginia
$583K
TC
546
Trilogy Capital
California
$583K -$114K -1,056 -17%
V
547
ViaWealth
Kansas
$581K
WTC
548
WhitTier Trust Company
Nevada
$579K
GC
549
Gilbert & Cook
Iowa
$575K +$7.25K +67 +1%
CWM
550
Chicago Wealth Management
Illinois
$575K

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.