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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
FDCDDQ
976
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K
MTIC
977
Missouri Trust & Investment Company
Missouri
$10.4K
IRC
978
Investors Research Corp
Georgia
$10.2K
WB
979
Webster Bank
Connecticut
$10.2K
NFSG
980
Newbridge Financial Services Group
Florida
$9.98K +$95 +1 +1%
FMB
981
Field & Main Bank
Kentucky
$9.4K
APCM
982
Alaska Permanent Capital Management
Alaska
$8.98K -$551K -5,817 -99%
PP
983
Pacifica Partners
Canada
$8.06K +$7.77K +82 New
AWM
984
Abound Wealth Management
Tennessee
$7.21K
DAC
985
Dividend Assets Capital
South Carolina
$7K
PPWM
986
PFG Private Wealth Management
Florida
$6.37K
PWA
987
Provenance Wealth Advisors
Florida
$6.27K
TAM
988
Tucker Asset Management
Colorado
$5.85K -$2.94K -31 -36%
NRG
989
Nemes Rush Group
Michigan
$5.33K
VCM
990
Versant Capital Management
Arizona
$4.39K
HCP
991
Hexagon Capital Partners
Arkansas
$3.76K
APC
992
Aspire Private Capital
North Carolina
$3.45K +$3.13K +33 New
NMG
993
New Millennium Group
Utah
$3.42K
BC
994
Broadwater Capital
Massachusetts
$3.34K +$3.03K +32 New
MIA
995
MeadowBrook Investment Advisors
Michigan
$3.13K +$2.84K +30 New
PSB
996
Piscataqua Savings Bank
New Hampshire
$3.13K
BL
997
Balentine LLC
Georgia
$3.03K -$5.21K -55 -65%
MSFP
998
Mark Sheptoff Financial Planning
Connecticut
$2.92K
BNP Paribas Financial Markets
999
BNP Paribas Financial Markets
France
$2.82K +$2.56K +27 New
HWM
1000
HighMark Wealth Management
Minnesota
$2.62K

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.