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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
AFG
976
Albion Financial Group
Utah
$22.8K
ANBT
977
American National Bank & Trust
Texas
$22.3K
CIA
978
Cape Investment Advisory
Georgia
$21.6K +$3.25K +30 +19%
DAM
979
Delta Asset Management
Tennessee
$20.5K
CA
980
CoreCap Advisors
Michigan
$20.3K +$19.3K +178 New
MWM
981
Mascoma Wealth Management
New Hampshire
$19.2K -$8.65K -80 -32%
AIMA
982
Ables Iannone Moore & Associates
Georgia
$19.2K
IFAM
983
Institutional & Family Asset Management
Colorado
$19.1K
Simplex Trading
984
Simplex Trading
Illinois
$19K +$18.5K +171 New
ATC
985
Adirondack Trust Company
New York
$18.9K
LWA
986
Lowe Wealth Advisors
Maryland
$17.1K
RTC
987
Riverview Trust Company
Washington
$17.1K +$16.2K +150 New
CP
988
Castleview Partners
Texas
$16.6K +$15.7K +145 New
DJSG
989
D.J. St. Germain
Massachusetts
$15.9K +$15K +139 New
JFG
990
JDM Financial Group
Texas
$15.3K
MSFP
991
Mark Sheptoff Financial Planning
Connecticut
$15.2K +$11.4K +105 +375%
PP
992
PrairieView Partners
Minnesota
$15K
RDIA
993
RE Dickinson Investment Advisors
Iowa
$15K
MLA
994
MB, Levis & Associates
Pennsylvania
$12.8K
CPA
995
Clear Point Advisors
New York
$11.9K
CSC
996
Caldwell Sutter Capital
California
$11.6K
WAG
997
Windsor Advisory Group
Ohio
$11.6K -$14.3K -132 -57%
FDCDDQ
998
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K
MTIC
999
Missouri Trust & Investment Company
Missouri
$11.4K
IRC
1000
Investors Research Corp
Georgia
$11.2K

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.