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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
MCM
551
Manchester Capital Management
Vermont
$572K
LFAS
552
Level Four Advisory Services
Texas
$561K
EW
553
Element Wealth
Mississippi
$560K +$119K +1,097 +29%
GF
554
Gries Financial
Ohio
$559K +$530K +4,900 New
GP
555
Girard Partners
Pennsylvania
$559K -$13.2K -122 -2%
CFO
556
Callan Family Office
Pennsylvania
$556K +$25.3K +234 +5%
AA
557
Aire Advisors
California
$551K +$216 +2 +0%
PCA
558
Providence Capital Advisors
North Carolina
$549K
FA
559
FDx Advisors
Illinois
$548K -$10.4K -96 -2%
EW
560
Evoke Wealth
California
$544K +$516K +4,767 New
FIBT
561
First International Bank & Trust
North Dakota
$542K
ESB
562
Essex Savings Bank
Connecticut
$539K
FPW
563
Flagship Private Wealth
Massachusetts
$537K +$541 +5 +0.1%
CFG
564
Cooper Financial Group
California
$535K -$3.46K -32 -0.7%
PWP
565
Principle Wealth Partners
Connecticut
$533K
WLPWM
566
Walled Lake Planning & Wealth Management
Illinois
$532K +$82.4K +762 +20%
MCA
567
Maryland Capital Advisors
Maryland
$531K
JHCP
568
Jackson Hole Capital Partners
Oklahoma
$526K
MFWP
569
Mosaic Family Wealth Partners
Missouri
$526K -$6.06K -56 -1%
VAF
570
Values Added Financial
District of Columbia
$525K
PFA
571
Pure Financial Advisors
California
$522K +$93.5K +864 +23%
PS
572
Principal Securities
Iowa
$521K +$198K +1,826 +67%
PWMG
573
Prestige Wealth Management Group
New Jersey
$520K -$36.5K -337 -7%
Millennium Management
574
Millennium Management
New York
$518K -$3.7M -34,244 -88%
FFN
575
Focus Financial Network
Minnesota
$511K -$10.9M -100,549 -95%

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.