iShares Russell Mid-Cap Growth ETF
1,013 hedge funds and large institutions have $11.9B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 342 increasing their positions, 271 reducing their positions, and 43 closing their positions.
1,450% more call options, than puts
Call options by funds: $11.7M | Put options by funds: $752K
253% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 43
28% more capital invested
Capital invested by funds: $9.24B → $11.9B (+$2.63B)
26% more repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 271
20% more funds holding in top 10
Funds holding in top 10: 35 → 42 (+7)
10% more funds holding
Funds holding: 917 → 1,013 (+96)
7.21% more ownership
Funds ownership: 75.05% → 82.27% (+7.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.04B |
| 2 |
Barclays
London,
United Kingdom
|
+$48.3M |
| 3 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$30.9M |
| 4 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$23.6M |
| 5 |
NRA
NSI Retail Advisors
Warrendale,
Pennsylvania
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Synovus Financial
Columbus,
Georgia
|
-$89.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$45.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$29M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$28.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$22M |
IWP Hedge Fund Activity: Q4 2023 in Review
1,013 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2023, worth a combined $11.9B — up 28% from $9.24B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new IWP positions and 43 closed out — a net gain of 109 holders — while 342 added to existing stakes and 271 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was Synovus Financial, cutting an estimated $89.6M.
- 1,013 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2023, up from 917 in Q3 2023.
- Funds reported $11.9B of iShares Russell Mid-Cap Growth ETF stock for Q4 2023, up 28% quarter-over-quarter.
- 152 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2023 and 43 closed out, a net change of +109 holders.
- The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.04B added.
- The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2023 was Synovus Financial, an estimated $89.6M sold.
Based on aggregated 13F filings for Q4 2023.