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
PK
926
Pflug Koory
Nebraska
$63.9K
TH
927
TCTC Holdings
Texas
$62.8K
GWANC
928
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.3K
HR
929
Howe & Rusling
New York
$59.9K -$1.51K -14 -3%
VAMG
930
Voisard Asset Management Group
Michigan
$59.4K
SAM
931
S.A. Mason
Michigan
$58.8K
BONH
932
Bank of New Hampshire
New Hampshire
$58.4K
GWS
933
Glassman Wealth Services
Virginia
$56.4K
HPIA
934
Hamilton Point Investment Advisors
North Carolina
$53.9K
AA
935
AlphaMark Advisors
Kentucky
$53K
AP
936
Atwood & Palmer
Missouri
$52.5K
MFC
937
Mechanics Financial Corp
Ohio
$52K
FFA
938
Farther Finance Advisors
California
$51K +$7.03K +65 +17%
GI
939
Gradient Investments
Minnesota
$46.1K -$21.6K -200 -33%
CMP
940
Coston McIsaac & Partners
Maine
$46K
OLVIG
941
Oliver Lagore Vanvalin Investment Group
Michigan
$45.8K -$34.7K -321 -44%
PAI
942
Pittenger & Anderson Inc
Nebraska
$45.7K
PAM
943
Palisade Asset Management
Minnesota
$45.7K +$43.3K +400 New
NCM
944
Northwest Capital Management
Oregon
$45.2K
HWM
945
Horizons Wealth Management
North Carolina
$44.5K
ITIM
946
Indiana Trust & Investment Management
Indiana
$43.7K
RWPA
947
Richard W. Paul & Associates
Michigan
$38K -$649 -6 -2%
CWP
948
Concord Wealth Partners
Virginia
$37.7K -$11.1K -103 -24%
NBT
949
Northwest Bank & Trust
Iowa
$36.7K
CHA
950
Carmichael Hill & Associates
Maryland
$36.1K

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.