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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
SRWM
826
Shira Ridge Wealth Management
California
$209K +$198K +1,831 New
WP
827
WMS Partners
Maryland
$208K -$21.3K -197 -10%
Empower Advisory Group
828
Empower Advisory Group
Colorado
$208K +$198K +1,826 New
PTC
829
Philadelphia Trust Company
Pennsylvania
$208K +$198K +1,826 New
WC
830
Waterloo Capital
Texas
$208K -$16.2K -150 -8%
ASBI
831
American State Bank (Iowa)
Iowa
$208K
KIG
832
Kowal Investment Group
Wisconsin
$207K +$196K +1,815 New
MCM
833
Mill Capital Management
North Carolina
$207K
EWM
834
Empirical Wealth Management
Washington
$207K +$196K +1,815 New
CFD
835
Creative Financial Designs
Indiana
$207K
HCM
836
Hollencrest Capital Management
California
$207K
JSW
837
Journey Strategic Wealth
New Jersey
$207K -$27.4K -253 -12%
WS
838
Wedbush Securities
California
$206K +$195K +1,806 New
VBWMG
839
Von Berge Wealth Management Group
California
$205K +$195K +1,800 New
LWM
840
LongView Wealth Management
Georgia
$205K +$194K +1,792 New
MAC
841
Mason & Associates (California)
California
$205K +$194K +1,792 New
OWMIAS
842
One Wealth Management Investment & Advisory Services
Florida
$203K +$192K +1,777 New
AMM
843
American Money Management
California
$202K -$38.3K -354 -17%
RBFC
844
Roman Butler Fullerton & Co
Missouri
$202K -$26.9K -249 -12%
MWM
845
McNaughton Wealth Management
California
$201K +$191K +1,761 New
MMG
846
Monetary Management Group
Missouri
$200K
VF
847
VitalStone Financial
Texas
$197K
LFA
848
LGT Financial Advisors
Texas
$194K -$2.06K -19 -1%
BFPW
849
BOK Financial Private Wealth
Colorado
$194K
MG
850
Mather Group
Illinois
$193K +$200K +1,846 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.