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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
WB
1001
Webster Bank
Connecticut
$11.2K
NFSG
1002
Newbridge Financial Services Group
Florida
$10.9K
FMB
1003
Field & Main Bank
Kentucky
$10.3K
VWWMG
1004
Vermillion & White Wealth Management Group
Pennsylvania
$9.93K -$8.33K -77 -47%
Russell Investments Group
1005
Russell Investments Group
United Kingdom
$9.93K -$2.49K -23 -21%
APCM
1006
Alaska Permanent Capital Management
Alaska
$9.82K
PP
1007
Pacifica Partners
Canada
$9.25K
IWP
1008
IAG Wealth Partners
Wisconsin
$8.9K +$8.44K +78 New
TAM
1009
Tucker Asset Management
Colorado
$8.33K +$1.84K +17 +30%
AWM
1010
Abound Wealth Management
Tennessee
$7.88K
HT
1011
Headlands Technologies
Illinois
$7.88K +$7.46K +69 New
PPWM
1012
PFG Private Wealth Management
Florida
$6.96K
PWA
1013
Provenance Wealth Advisors
Florida
$6.85K
PCWA
1014
Pacific Capital Wealth Advisors
California
$6.62K +$6.28K +58 New
AIM
1015
Anchor Investment Management
South Carolina
$6.28K +$5.95K +55 New
T
1016
Tidemark
California
$6.04K -$25.1K -232 -81%
KA
1017
Kozak & Associates
Colorado
$6.04K +$5.41K +50 +1,250%
NRG
1018
Nemes Rush Group
Michigan
$5.82K
VCM
1019
Versant Capital Management
Arizona
$4.79K
HCP
1020
Hexagon Capital Partners
Arkansas
$4.11K
EBA
1021
Eagle Bay Advisors
New York
$4.11K +$3.9K +36 New
BC
1022
Broadwater Capital
Massachusetts
$3.65K
MIA
1023
MeadowBrook Investment Advisors
Michigan
$3.42K
PSB
1024
Piscataqua Savings Bank
New Hampshire
$3.42K
BL
1025
Balentine LLC
Georgia
$3.31K

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.