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
CIC
726
Carnegie Investment Counsel
Ohio
$287K -$23K -213 -8%
AO
727
Advisor OS
Illinois
$286K +$271K +2,506 New
ST
728
Smithfield Trust
Pennsylvania
$286K
CFS
729
CRA Financial Services
New Jersey
$286K
PP
730
PDS Planning
Ohio
$285K +$325 +3 +0.1%
HP
731
Holistic Planning
Texas
$284K -$24.4K -226 -8%
WFA
732
Websterrogers Financial Advisors
South Carolina
$280K
HBW
733
Hazlett, Burt & Watson
West Virginia
$279K
VCP
734
Vista Capital Partners
Oregon
$278K
KCM
735
Kendall Capital Management
Maryland
$276K
PSF
736
Pacific Sun Financial
California
$275K
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$275K +$27.6K +255 +12%
MYIA
738
Mount Yale Investment Advisors
Colorado
$274K -$360K -3,330 -58%
PTB
739
Pioneer Trust Bank
Oregon
$274K
CFA
740
Cahill Financial Advisors
Minnesota
$271K +$108 +1 +0%
CWM
741
CCG Wealth Management
California
$271K
EFA
742
Edge Financial Advisors
Illinois
$271K +$256K +2,371 New
GWP
743
Gen-Wealth Partners
Michigan
$269K +$255K +2,355 New
LI
744
LRI Investments
Florida
$268K +$254K +2,350 New
SHF
745
Stage Harbor Financial
Massachusetts
$267K -$30.2K -279 -11%
AA
746
Advisory Alpha
Michigan
$267K +$13.4K +124 +6%
GAA
747
Guardian Asset Advisors
Pennsylvania
$265K -$68.8K -636 -21%
LA
748
Latitude Advisors
Florida
$265K +$37.6K +348 +18%
WP
749
WealthShield Partners
North Carolina
$265K -$10.8K -100 -4%
JWCA
750
J.W. Coons Advisors
Ohio
$264K +$108 +1 +0%

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.