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iShares Russell Mid-Cap Growth ETF

1,013 hedge funds and large institutions have $11.9B invested in iShares Russell Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 342 increasing their positions, 271 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $752K

253% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 43

28% more capital invested

Capital invested by funds: $9.24B → $11.9B (+$2.63B)

26% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 271

20% more funds holding in top 10

Funds holding in top 10: 3542 (+7)

10% more funds holding

Funds holding: 9171,013 (+96)

7.21% more ownership

Funds ownership: 75.05%82.27% (+7.2%)

Holders
1,013
Holders Change
+96
Holders Change %
+10.47%
% of All Funds
14.77%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.61%
New
152
Increased
342
Reduced
271
Closed
43
Calls
$11.7M
Puts
$752K
Net Calls
+$10.9M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
901
GoalVest Advisory
New York
$55.9K +$50.7K +535 New
VAMG
902
Voisard Asset Management Group
Michigan
$54.3K +$49.3K +520 New
SAM
903
S.A. Mason
Michigan
$53.8K
BONH
904
Bank of New Hampshire
New Hampshire
$53.5K
EWP
905
Elevation Wealth Partners
California
$52K
GWS
906
Glassman Wealth Services
Virginia
$51.6K
HPIA
907
Hamilton Point Investment Advisors
North Carolina
$49.3K
AA
908
AlphaMark Advisors
Kentucky
$49K +$44.2K +466 New
AP
909
Atwood & Palmer
Missouri
$48.1K
MFC
910
Mechanics Financial Corp
Ohio
$47.6K
FGAM
911
Financial Gravity Asset Management
Texas
$47.2K +$42.6K +449 +14,967%
CWP
912
Concord Wealth Partners
Virginia
$45.3K
HWM
913
Horizons Wealth Management
North Carolina
$44.5K
FWM
914
Focused Wealth Management
New York
$43.9K
CMP
915
Coston McIsaac & Partners
Maine
$42K
PAI
916
Pittenger & Anderson Inc
Nebraska
$41.8K
NFA
917
Northwest Financial Advisors
Virginia
$41.8K +$37.9K +400 New
NCM
918
Northwest Capital Management
Oregon
$41.4K
FFA
919
Farther Finance Advisors
California
$40.2K +$3.03K +32 +9%
ITIM
920
Indiana Trust & Investment Management
Indiana
$40K
NSG
921
Nalls Sherbakoff Group
Tennessee
$39.9K +$95 +1 +0.3%
GWSG
922
GPS Wealth Strategies Group
Colorado
$38K +$5.69K +60 +20%
MSS
923
Mitchell Sinkler & Starr
Pennsylvania
$37.4K +$33.9K +358 New
NBT
924
Northwest Bank & Trust
Iowa
$35.7K +$32.4K +342 New
RWPA
925
Richard W. Paul & Associates
Michigan
$35.4K -$664 -7 -2%

IWP Hedge Fund Activity: Q4 2023 in Review

1,013 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2023, worth a combined $11.9B — up 28% from $9.24B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new IWP positions and 43 closed out — a net gain of 109 holders — while 342 added to existing stakes and 271 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was Synovus Financial, cutting an estimated $89.6M.

  • 1,013 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2023, up from 917 in Q3 2023.
  • Funds reported $11.9B of iShares Russell Mid-Cap Growth ETF stock for Q4 2023, up 28% quarter-over-quarter.
  • 152 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2023 and 43 closed out, a net change of +109 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2023 was Synovus Financial, an estimated $89.6M sold.

Based on aggregated 13F filings for Q4 2023.