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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
National Bank of Canada
901
National Bank of Canada
Quebec, Canada
$97.4K +$5.73K +53 +6%
PA
902
PSI Advisors
Florida
$95.6K
JGIA
903
Jackson Grant Investment Advisers
Connecticut
$95.3K +$108 +1 +0.1%
W
904
WealthCollab
Washington
$94.1K
SIS
905
Sound Income Strategies
Florida
$93.2K +$16.6K +153 +23%
CTA
906
Colonial Trust Advisors
South Carolina
$91.3K
SN
907
Sittner & Nelson
Oregon
$91.3K
NIC
908
Northwest Investment Counselors
Oregon
$90.4K +$85.7K +792 New
BFEC
909
Benjamin F. Edwards & Company
Missouri
$82K -$20.6K -190 -21%
IF
910
Integrity Financial
Wyoming
$81.3K
WTA
911
Washington Trust Advisors
Massachusetts
$80K
DMKJ
912
David M. Knott Jr
$79K
NSIM
913
North Star Investment Management
Illinois
$78.8K
PB
914
Pinnacle Bancorp
Nebraska
$78K
SFC
915
SYM Financial Corp
Indiana
$77.2K
FCA
916
FinTrust Capital Advisors
South Carolina
$75K
GPFA
917
Game Plan Financial Advisors
Ohio
$74K
HDIM
918
Hanson & Doremus Investment Management
Vermont
$72K
GG
919
Gleason Group
Kentucky
$71.2K +$108 +1 +0.2%
CCP
920
Clarkston Capital Partners
Michigan
$67K
BCMLT
921
Beacon Capital Management LLC (Tennessee)
Tennessee
$65.9K +$38.6K +357 +162%
SC
922
Stephens Consulting
Michigan
$65.5K +$108 +1 +0.2%
AIC
923
Archer Investment Corporation
Indiana
$65.2K
EWP
924
Elevation Wealth Partners
California
$65.1K +$108 +1 +0.2%
ADL
925
Asset Dedication LLC
California
$64K

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.