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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
AFTS
676
American Financial & Tax Strategies
New York
$353K -$6.06K -56 -2%
UCMOK
677
United Capital Management of KS
Kansas
$352K -$91.6K -847 -22%
Fiera Capital (Canada)
678
Fiera Capital (Canada)
Quebec, Canada
$351K -$49.3K -456 -13%
CWC
679
Carolinas Wealth Consulting
North Carolina
$350K +$325 +3 +0.1%
MWA
680
Midland Wealth Advisors
Illinois
$348K
GC
681
Grimes & Company
Massachusetts
$344K -$18.4K -170 -5%
EL
682
EMFO LLC
Florida
$341K
WA
683
Wealth Alliance
New York
$339K +$42.7K +395 +15%
UL
684
Unionview LLC
Washington
$336K +$108 +1 +0%
CIBC World Market
685
CIBC World Market
Ontario, Canada
$336K
WPC
686
White Pine Capital
Minnesota
$335K -$21.6K -200 -6%
RWA
687
Redhawk Wealth Advisors
Minnesota
$335K +$325 +3 +0.1%
T
688
TNF
Montana
$335K +$216 +2 +0.1%
CA
689
Continuum Advisory
Idaho
$334K +$328K +3,035 New
GAA
690
Global Assets Advisory
Florida
$331K +$4.06M +37,545 New
CFG
691
Citizens Financial Group
Rhode Island
$330K -$9.85K -91 -3%
EC
692
Estate Counselors
Wisconsin
$329K -$5.65M -52,255 -95%
PP
693
Prosperity Planning
Missouri
$329K -$6.6K -61 -2%
MWP
694
Madison Wealth Partners
Wisconsin
$327K
KL
695
KilterHowling LLC
Colorado
$326K +$216 +2 +0.1%
BBA
696
Braun-Bostich & Associates
Pennsylvania
$326K
CHC
697
City Holding Co
West Virginia
$325K +$9.2K +85 +3%
SIM
698
Stratos Investment Management
Ohio
$324K -$50.6K -468 -14%
OWM
699
Orgel Wealth Management
Wisconsin
$324K -$42.3K -391 -12%
MOS
700
MGO One Seven
Ohio
$323K +$307K +2,834 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.