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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
SW
626
SkyOak Wealth
Michigan
$415K +$12.2K +113 +3%
UWPG
627
Ullmann Wealth Partners Group
Florida
$414K +$108 +1 +0%
CWM
628
Congress Wealth Management
Massachusetts
$414K -$16.9M -155,901 -98%
FA
629
FF Advisors
California
$413K
HA
630
HFG Advisors
Ohio
$411K
SMA
631
Sage Mountain Advisors
Georgia
$409K +$108 +1 +0%
WLIM
632
White Lighthouse Investment Management
Massachusetts
$409K -$15.1K -140 -4%
MAWA
633
Moss Adams Wealth Advisors
Washington
$408K -$6.92K -64 -2%
PCMC
634
Private Capital Management (Colorado)
Colorado
$408K +$13.1K +121 +4%
SCTC
635
Sanibel Captiva Trust Company
Florida
$406K
ECA
636
Elevated Capital Advisors
Utah
$405K -$3.39M -31,382 -90%
BWA
637
BlueChip Wealth Advisors
Georgia
$405K
AAS
638
Annex Advisory Services
Wisconsin
$404K +$383K +3,540 New
MMPW
639
Mitchell McLeod Pugh & Williams
Alabama
$403K -$2.81K -26 -0.7%
SMC
640
Smith, Moore & Co
Missouri
$402K -$18.8K -174 -5%
QCG
641
Quadrant Capital Group
Ohio
$402K +$19.5K +180 +5%
RCP
642
Rothschild Capital Partners
New York
$399K +$101K +938 +37%
KF
643
KKM Financial
Illinois
$397K +$377K +3,481 New
OIA
644
OneDigital Investment Advisors
Kansas
$397K +$108 +1 +0%
WIM
645
Wittenberg Investment Management
Massachusetts
$394K
SFM
646
Signet Financial Management
New Jersey
$391K -$29.3K -271 -7%
CCMG
647
Clark Capital Management Group
Pennsylvania
$390K
FL
648
FreeGulliver LLC
Louisiana
$390K +$325 +3 +0.1%
PIFP
649
Partners in Financial Planning
Virginia
$388K
ONST
650
Old North State Trust
North Carolina
$387K +$367K +3,394 New

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.