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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
GIM
751
Goelzer Investment Management
Indiana
$260K -$1.84K -17 -0.7%
FP
752
Financial Perspectives
Minnesota
$259K
MCM
753
Monarch Capital Management
Indiana
$258K
TI
754
Trexquant Investment
Connecticut
$257K +$244K +2,252 New
CA
755
CGN Advisors
Kansas
$257K -$7.03K -65 -3%
IIC
756
Ironwood Investment Counsel
Arizona
$257K
Fisher Asset Management
757
Fisher Asset Management
Washington
$257K +$243K +2,248 New
GBT
758
Grove Bank & Trust
Florida
$256K +$113K +1,046 +87%
JWA
759
JFS Wealth Advisors
Pennsylvania
$256K +$222K +2,055 +1,117%
CHJWM
760
Carlton Hofferkamp & Jenks Wealth Management
Texas
$255K -$53.1K -491 -17%
CFP
761
Cascade Financial Partners
California
$255K +$251K +2,323 New
GCM
762
Geneva Capital Management
Wisconsin
$254K -$1.83M -16,925 -88%
OC
763
Oakworth Capital
Alabama
$254K
PWP
764
Perfromance Wealth Partners
Illinois
$253K
CWM
765
C2C Wealth Management
Arizona
$253K
VWA
766
Visionary Wealth Advisors
Illinois
$252K -$4.43K -41 -2%
MP
767
McDonald Partners
Ohio
$251K -$17.1K -158 -7%
DIP
768
DT Investment Partners
Pennsylvania
$251K
SJGA
769
Stephen J. Garry & Associates
New York
$250K
SIA
770
Schechter Investment Advisors
Michigan
$249K
ClearBridge Investments
771
ClearBridge Investments
New York
$249K -$21.1K -195 -8%
1WM
772
1900 Wealth Management
Texas
$248K -$6.28K -58 -3%
BCG
773
Breakwater Capital Group
New Jersey
$247K
FSA
774
Financial Sense Advisors
California
$246K +$233K +2,152 New
MIA
775
MainStreet Investment Advisors
Illinois
$245K

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.