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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
AP
601
Adero Partners
California
$457K
RMDI
602
R.M. Davis Inc
Maine
$457K
WFM
603
Wolff Financial Management
Michigan
$456K -$12.7K -117 -3%
SA
604
Skyline Advisors
Washington
$455K +$216 +2 +0.1%
EDRH
605
Edmond de Rothschild Holding
Switzerland
$455K +$172K +1,593 +67%
LRPA
606
L. Roy Papp & Associates
Arizona
$454K +$27.2K +251 +7%
SC
607
Steph & Co
Wisconsin
$453K -$7.14K -66 -2%
FLPIM
608
F.L. Putnam Investment Management
Massachusetts
$452K -$80.9K -748 -16%
CA
609
Clearstead Advisors
Ohio
$450K -$6.49K -60 -1%
Qube Research & Technologies (QRT)
610
Qube Research & Technologies (QRT)
United Kingdom
$449K -$881K -8,147 -67%
M
611
MOTCO
Texas
$443K +$419K +3,873 +64,550%
BWA
612
Burt Wealth Advisors
Maryland
$442K
LPAM
613
Lodestar Private Asset Management
California
$441K +$757 +7 +0.2%
NAS
614
Nicolet Advisory Services
Wisconsin
$436K
AWM
615
Apollon Wealth Management
South Carolina
$436K +$79.6K +736 +24%
EWS
616
Evergreen Wealth Solutions
Pennsylvania
$429K -$41.1K -380 -9%
MC
617
Middleton & Co
Massachusetts
$427K
SCA
618
Sage Capital Advisors
South Dakota
$426K
EWM
619
Evercore Wealth Management
New York
$424K +$38K +351 +10%
CG
620
Cynosure Group
Utah
$421K +$325 +3 +0.1%
LWM
621
LJI Wealth Management
Indiana
$421K +$36.6K +338 +10%
GFS
622
GYL Financial Synergies
Connecticut
$419K -$37.9K -350 -9%
SCA
623
St. Clair Advisors
Ohio
$418K
SA
624
SpiderRock Advisors
Delaware
$416K +$404K +3,734 New
RC
625
Rovin Capital
Arizona
$415K +$105K +973 +37%

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.