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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
RFS
951
Richardson Financial Services
Massachusetts
$34.7K
JFA
952
JNBA Financial Advisors
Minnesota
$34.4K
AAG
953
Armstrong Advisory Group
Massachusetts
$34.1K
KWAG
954
Kiely Wealth Advisory Group
North Carolina
$33.8K
RBC
955
Roble Belko & Company
Pennsylvania
$33K
RFA
956
Register Financial Advisors
Georgia
$32.4K
NRC
957
New Republic Capital
North Carolina
$31.4K
SAM
958
Smartleaf Asset Management
Massachusetts
$31.2K
SR
959
Syntax Research
Florida
$29.9K
WBC
960
West Branch Capital
Massachusetts
$29.6K
ACM
961
Anfield Capital Management
California
$29.4K +$27.9K +258 New
CB
962
CNB Bank
Pennsylvania
$29.3K +$25.2K +233 +971%
FFA
963
Founders Financial Alliance
North Carolina
$29.2K
AW
964
Avion Wealth
Texas
$29K +$26.8K +248 New
DFA
965
DHJJ Financial Advisors
Illinois
$26.5K
VWM
966
Venturi Wealth Management
Texas
$26.3K
RA
967
Rise Advisors
New York
$25.6K +$108 +1 +0.4%
LWANC
968
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.3K +$24K +222 New
CIAS
969
Capital Investment Advisory Services
North Carolina
$25K +$6.82K +63 +40%
WWM
970
Wolff Wiese Magana
California
$24.9K
TSWM
971
Tyler-Stone Wealth Management
Ohio
$24.4K
TFM
972
TFC Financial Management
Massachusetts
$23.1K -$40.6K -375 -65%
RMC
973
Resources Management Corp
Connecticut
$23K
GA
974
GoalVest Advisory
New York
$22.9K -$36.1K -334 -62%
PMFA
975
Plante Moran Financial Advisors
Michigan
$22.8K -$4.87K -45 -18%

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.