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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
Northern Trust
76
Northern Trust
Illinois
$19.7M +$2.12M +19,586 +13%
SPIA
77
Steward Partners Investment Advisory
New York
$19.4M -$1.9M -17,520 -9%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$18.4M +$1.16M +10,759 +7%
GG
79
GenWealth Group
New Jersey
$18.1M +$1.14M +10,536 +7%
BCIM
80
Bishop & Co Investment Management
Pennsylvania
$17.4M -$8.97M -82,910 -35%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$17.3M -$5.27M -48,671 -24%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$17.2M -$3.49M -32,237 -18%
SF
83
Synovus Financial
Georgia
$16.8M +$15.8K +146 +0.1%
CA
84
Cetera Advisors
Colorado
$16.7M +$1.42M +13,149 +10%
MML Investors Services
85
MML Investors Services
Massachusetts
$16.6M -$900K -8,323 -5%
SMF
86
Sterling Manor Financial
New York
$16.3M -$2.25M -20,805 -13%
LFWA
87
LBJ Family Wealth Advisors
Texas
$16.1M +$561K +5,187 +4%
FWM
88
FSA Wealth Management
Massachusetts
$15.8M +$166K +1,534 +1%
Corient Private Wealth
89
Corient Private Wealth
Florida
$15.7M +$4.43M +40,923 +42%
AFP
90
Ausdal Financial Partners
Iowa
$15.6M -$706K -6,528 -5%
KAS
91
Kestra Advisory Services
Texas
$15.5M -$130K -1,204 -0.9%
BF
92
BOK Financial
Oklahoma
$15.5M +$658K +6,080 +5%
PAG
93
Private Advisor Group
New Jersey
$15.3M +$251K +2,318 +2%
CAM
94
Congress Asset Management
Massachusetts
$15.1M -$49.4M -456,879 -78%
KPWS
95
Kestra Private Wealth Services
Texas
$14.6M +$288K +2,664 +2%
BRWA
96
B. Riley Wealth Advisors
Florida
$14.6M +$5.43M +50,178 +46%
JFG
97
JMG Financial Group
Illinois
$14.5M -$253K -2,335 -2%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$14.4M -$571K -5,276 -4%
Stifel Financial
99
Stifel Financial
Missouri
$14.1M -$1.01M -9,376 -7%
UB
100
UMB Bank
Missouri
$14M +$1.84M +16,966 +16%

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.