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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
OC
576
Oarsman Capital
Wisconsin
$510K +$64.6K +597 +15%
VDI
577
Vaughan David Investments
Illinois
$508K +$15.4K +142 +3%
FI
578
Financial Insights
Washington
$503K -$31.7K -293 -6%
SIA
579
Stegner Investment Associates
Kentucky
$503K
TCOV
580
Trust Company of Vermont
Vermont
$501K
HGERS
581
Householder Group Estate & Retirement Specialist
Arizona
$499K +$31.7K +293 +7%
DC
582
Davenport & Co
Virginia
$496K -$31K -287 -6%
FA
583
Flagstar Advisors
New York
$492K -$33.3K -308 -7%
LCM
584
Liberty Capital Management
Michigan
$491K -$5.3K -49 -1%
BAM
585
Berkshire Asset Management
Pennsylvania
$490K
TRIA
586
Trail Ridge Investment Advisors
Colorado
$487K
BFA
587
Bragg Financial Advisors
North Carolina
$485K +$4.87K +45 +1%
IWA
588
Icon Wealth Advisors
Texas
$480K +$108 +1 +0%
PFG
589
Peterson Financial Group
Iowa
$480K -$33.9K -313 -7%
IF
590
IRON Financial
Illinois
$479K -$14.2K -131 -3%
FWM
591
Fingerlakes Wealth Management
New York
$475K +$325 +3 +0.1%
ITB
592
Idaho Trust Bank
Idaho
$475K +$450K +4,164 New
JWM
593
JPL Wealth Management
Colorado
$472K +$154K +1,424 +53%
FCAS
594
First Command Advisory Services
Texas
$471K -$105K -971 -19%
PWA
595
Prairie Wealth Advisors
Nebraska
$466K +$441K +4,080 New
WP
596
Westmount Partners
California
$463K +$108 +1 +0%
IAN
597
Integrated Advisors Network
Texas
$462K -$70.6K -653 -14%
CCM
598
Cohen Capital Management
California
$461K -$113K -1,046 -21%
BWP
599
Baldwin Wealth Partners
Massachusetts
$459K -$69.1K -639 -14%
Luther King Capital Management (LKCM)
600
Luther King Capital Management (LKCM)
Texas
$458K

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.