We are live on ! Find out more
IWP icon

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
SPC
701
Spirepoint Private Client
Florida
$321K +$304K +2,811 New
SRC
702
Sage Rhino Capital
California
$321K
CWM
703
Cahill Wealth Management
Michigan
$320K -$6.71K -62 -2%
CG
704
Caprock Group
Idaho
$317K +$22.1K +204 +8%
SPWG
705
Syntegra Private Wealth Group
Missouri
$316K -$19.9K -184 -6%
BB
706
Busey Bank
Illinois
$315K -$55.7K -515 -16%
CFG
707
Clayton Financial Group
Missouri
$315K +$298K +2,759 New
VR
708
Valued Retirements
Texas
$312K +$108 +1 +0%
FMTCOCP
709
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$311K +$99.4K +919 +51%
LIA
710
LifePlan Investment Advisors
North Carolina
$310K
LA
711
Legacy Advisors
Pennsylvania
$309K +$293K +2,708 New
SFS
712
Stiles Financial Services
Minnesota
$308K
FFC
713
First Financial Corp
Indiana
$303K
AIM
714
Arcadia Investment Management
Michigan
$302K +$86.5K +800 +43%
NEWAS
715
N.E.W. Advisory Services
Wisconsin
$302K
FIM
716
Fernwood Investment Management
Massachusetts
$301K
ARG
717
Advisory Resource Group
Oklahoma
$299K +$36.7K +339 +15%
YIA
718
YHB Investment Advisors
Connecticut
$299K
CPSAC
719
Chas P. Smith & Associates (CPS)
Florida
$299K
AWA
720
Amplius Wealth Advisors
Pennsylvania
$298K -$1.51K -14 -0.5%
TA
721
TrueWealth Advisors
Alabama
$291K
AWM
722
Aprio Wealth Management
Georgia
$291K -$941K -8,701 -77%
GFP
723
Gryphon Financial Partners
Ohio
$289K -$18.6K -172 -6%
PCMC
724
Planning Capital Management Corporation
Pennsylvania
$288K +$63.5K +587 +30%
FTWA
725
Fifth Third Wealth Advisors
Ohio
$288K -$326K -3,013 -54%

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.