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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
CAG
651
Csenge Advisory Group
Florida
$384K +$82.3K +761 +29%
MA
652
MAS Advisors
Florida
$383K
AIA
653
Armor Investment Advisors
North Carolina
$382K
FFS
654
Founders Financial Securities
Maryland
$380K +$15.7K +145 +5%
PCM
655
Parsons Capital Management
Rhode Island
$374K
OA
656
Oxbow Advisors
Texas
$374K +$43.3K +400 +14%
BWM
657
BCGM Wealth Management
Indiana
$374K
TCBWMS
658
Texas Capital Bank Wealth Management Services
Texas
$371K -$44.1K -408 -11%
CT
659
Caldwell Trust
Florida
$371K
TNA
660
True North Advisors
Texas
$370K -$27K -250 -7%
MFA
661
Mayflower Financial Advisors
Massachusetts
$368K +$59.5K +550 +21%
PAG
662
Paladin Advisory Group
Iowa
$368K -$13.3K -123 -4%
DFG
663
Delta Financial Group
New Jersey
$365K +$216 +2 +0.1%
CTWM
664
Cherry Tree Wealth Management
Minnesota
$364K -$33.9K -313 -9%
NAS
665
NWF Advisory Services
California
$364K +$58.5K +541 +20%
SWA
666
Stratos Wealth Advisors
Ohio
$363K -$225K -2,076 -40%
BCM
667
Bourgeon Capital Management
Connecticut
$360K
MAM
668
Madison Asset Management
Wisconsin
$357K
PA
669
PFG Advisors
Arizona
$357K +$338K +3,125 New
WA
670
WealthTrust Axiom
Pennsylvania
$356K
CAL
671
Capital Advisors Ltd
Ohio
$355K
CAI
672
Capital Advisors Inc
Oklahoma
$355K +$97.4K +900 +41%
Fayez Sarofim & Co
673
Fayez Sarofim & Co
Texas
$355K -$325K -3,000 -49%
TYCC
674
Texas Yale Capital Corp
Florida
$353K
TPWA
675
Twin Peaks Wealth Advisors
California
$353K +$121K +1,123 +57%

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.