We are live on ! Find out more
IWP icon

iShares Russell Mid-Cap Growth ETF
IWP

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: 42 → 43 (+1)

2% more funds holding

Funds holding: 1,013 → 1,037 (+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

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$53.6M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$39M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$34.5M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$27.7M
5
FCBT
First Citizens Bank & Trust
North Carolina
+$23.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.17B
2
Bank of America
Bank of America
North Carolina
-$78.4M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$56.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$55.9M
5
CAM
Congress Asset Management
Massachusetts
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
776
Centaurus Financial
California
$245K -$12.3K -114 -5%
CW
777
CIC Wealth
Maryland
$244K – – –
IAIM
778
International Assets Investment Management
Florida
$243K +$232K +2,140 New
FHA
779
Flagship Harbor Advisors
Massachusetts
$242K +$2.16K +20 +1%
CDH
780
Charles D. Hyman
$242K – – –
EBSAM
781
Eubel Brady & Suttman Asset Management
Ohio
$242K – – –
BFW
782
Brady Family Wealth
Missouri
$241K – – –
RIM
783
Rockbridge Investment Management
New York
$240K – – –
RW
784
RVW Wealth
California
$240K – – –
SFP
785
Shepherd Financial Partners
Massachusetts
$240K – – –
PI
786
PFG Investments
New York
$240K +$14K +129 +7%
Betterment LLC
787
Betterment LLC
New York
$240K -$68.6K -634 -23%
AIA
788
Arbor Investment Advisors
North Carolina
$240K +$227K +2,102 New
1CP
789
17 Capital Partners
Arizona
$239K – – –
CAM
790
Cozad Asset Management
Illinois
$238K +$226K +2,088 New
BMCM
791
Bryn Mawr Capital Management
Pennsylvania
$238K – – –
IA
792
Insight Advisors
Pennsylvania
$236K +$2.16K +20 +1%
GC
793
Garde Capital
Washington
$236K – – –
KAS
794
KPP Advisory Services
Kentucky
$236K +$224K +2,066 New
FWMM
795
Foundation Wealth Management (Missouri)
Missouri
$234K – – –
PGA
796
Portland Global Advisors
Maine
$231K – – –
TFS
797
Thoroughbred Financial Services
Tennessee
$230K -$333K -3,080 -60%
TPA
798
Trivium Point Advisory
Connecticut
$230K – – –
SVWG
799
Shared Vision Wealth Group
United States
$229K – – –
KWS
800
Keystone Wealth Services
California
$229K -$1.84K -17 -0.8%
30 31
32
33 34

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.