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
SL
876
Salomon & Ludwin
Virginia
$144K +$34.4K +318 +34%
BA
877
Ballast Advisors
Minnesota
$136K
TCA
878
Trifecta Capital Advisors
Illinois
$131K +$124K +1,146 New
AEPWM
879
Atlantic Edge Private Wealth Management
Florida
$130K
IGWM
880
ICA Group Wealth Management
Colorado
$130K +$8.11K +75 +7%
BWL
881
Bogart Wealth LLC
Virginia
$130K -$2.16K -20 -2%
LWCFA
882
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K +$6.82K +63 +6%
CBT
883
CoreFirst Bank & Trust
Kansas
$125K
BFO
884
Biltmore Family Office
North Carolina
$125K +$10.4K +96 +10%
USB
885
Union Savings Bank
Connecticut
$125K
RG
886
Retirement Group
California
$121K
BFS
887
Bare Financial Services
Pennsylvania
$119K +$119K +1,103 New
TC
888
Trust Company
Kansas
$116K
PIS
889
POM Investment Strategies
North Carolina
$116K -$12M -111,242 -99%
ACA
890
Aptus Capital Advisors
Alabama
$114K +$19.9K +184 +22%
FGAM
891
Financial Gravity Asset Management
Texas
$114K +$63.5K +587 +130%
EWM
892
Evermay Wealth Management
Virginia
$114K
NCTC
893
New Covenant Trust Company
Indiana
$114K +$108K +1,000 New
WT
894
Washington Trust
Rhode Island
$109K +$77.9K +720 +310%
WIC
895
Woodmont Investment Counsel
Tennessee
$108K +$103K +949 New
MCM
896
MidAtlantic Capital Management
Virginia
$104K
MPCG
897
Matrix Private Capital Group
New York
$103K
RAM
898
Ramirez Asset Management
New York
$103K
GWSG
899
GPS Wealth Strategies Group
Colorado
$102K +$57K +527 +145%
SS
900
Sunbelt Securities
Texas
$99.5K

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.