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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
OSAM
851
O'Shaughnessy Asset Management
Connecticut
$193K +$55K +508 +43%
MA
852
Montag & Associates
Georgia
$191K
SIC
853
Salem Investment Counselors
North Carolina
$191K
SWM
854
Sugarloaf Wealth Management
Georgia
$190K
TCPG
855
Trivant Custom Portfolio Group
California
$189K -$108 -1 -0.1%
HFS
856
HBC Financial Services
Washington
$182K
Deutsche Bank
857
Deutsche Bank
Germany
$179K
AIM
858
Acropolis Investment Management
Missouri
$179K
DSC
859
Duncker Streett & Co
Missouri
$176K
CT
860
Cambridge Trust
Massachusetts
$174K -$86.4K -799 -34%
HBT
861
Hills Bank & Trust
Iowa
$173K
CWM
862
CarsonAllaria Wealth Management
Illinois
$173K +$144K +1,334 +749%
PLU
863
Performa Ltd (US)
South Carolina
$166K +$108 +1 +0.1%
KHC
864
Koesten Hirschmann & Crabtree
Kansas
$165K +$156K +1,442 New
TF
865
Tompkins Financial
New York
$163K -$21.2K -196 -12%
BTI
866
Blue Trust Inc
Georgia
$163K -$69.5K -642 -31%
MIA
867
Milestone Investment Advisors
Wisconsin
$162K
PA
868
Pineridge Advisors
Missouri
$161K -$60.8K -562 -29%
SWA
869
SOA Wealth Advisors
New York
$160K +$108 +1 +0.1%
POIA
870
Pin Oak Investment Advisors
Texas
$159K
EK
871
Evensky & Katz
Florida
$156K +$216 +2 +0.1%
PCTC
872
Perkins Coie Trust Company
Washington
$154K
AIA
873
Arcadia Investment Advisors
Idaho
$151K -$19.3K -178 -12%
PFBT
874
Parkside Financial Bank & Trust
Missouri
$149K -$13.5K -125 -9%
JWM
875
Janiczek Wealth Management
Colorado
$146K

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.