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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
HWM
1026
HighMark Wealth Management
Minnesota
$3.21K +$325 +3 +12%
CB
1027
Centennial Bank
Arkansas
$3.2K +$1.08K +10 +56%
PVH
1028
Psagot Value Holdings
Israel
$3K +$2.81K +26 New
KFS
1029
Kelly Financial Services
Massachusetts
$2.28K
PIP
1030
Peachtree Investment Partners
Florida
$2.17K
WIA
1031
Wetzel Investment Advisors
Indiana
$2.13K
TVWM
1032
Tower View Wealth Management
Wisconsin
$2.06K
LF
1033
LifeSteps Financial
California
$1.83K +$1.73K +16 New
OA
1034
Operose Advisors
Wisconsin
$1.6K +$1.51K +14 New
MSG
1035
Main Street Group
Virginia
$1.36K
WCM
1036
Westend Capital Management
California
$1.26K +$1.19K +11 New
YAL
1037
Your Advocates Ltd
Texas
$1.03K
TFA
1038
Transamerica Financial Advisors
Florida
$1K -$4.69M -43,341 -100%
MFC
1039
Morris Financial Concepts
South Carolina
$913
MAWCM
1040
Mine & Arao Wealth Creation & Management
California
$457 +$433 +4 New
Wellington Management Group
1041
Wellington Management Group
Massachusetts
-$55.9M -535,164 Closed
PCP
1042
Proficio Capital Partners
Massachusetts
-$24M -229,558 Closed
FMP
1043
Financial Management Professionals
Texas
-$7.27M -69,609 Closed
OAM
1044
Oppenheimer Asset Management
New York
-$6.22M -59,549 Closed
GBWM
1045
Granite Bay Wealth Management
New Hampshire
-$5.38M -56,700 Closed
Susquehanna International Group
1046
Susquehanna International Group
Pennsylvania
-$4.98M -46,045 Closed
FAM
1047
Fred Alger Management
New York
-$3.24M -30,969 Closed
NI
1048
Noked Israel
Israel
-$3.13M -30,000 Closed
AGM
1049
Alpine Global Management
New York
-$2.87M -27,498 Closed
DWM
1050
Darwin Wealth Management
Florida
-$2.53M -24,242 Closed

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.