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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
DGI
1051
Disciplined Growth Investors
Minnesota
-$2.15M -20,563 Closed
FTUS
1052
Flow Traders U.S.
New York
-$2.09M -20,012 Closed
TWP
1053
Tempus Wealth Planning
California
-$1.97M -18,894 Closed
PA
1054
Prism Advisors
California
-$1.77M -16,974 Closed
BOSSRA
1055
B.O.S.S. Retirement Advisors
Utah
-$1.47M -14,051 Closed
QAM
1056
Q3 Asset Management
Michigan
-$1.19M -11,360 Closed
DDC
1057
DF Dent & Co
Maryland
-$681K -6,515 Closed
PCS
1058
Private Client Services
Kentucky
-$555K -5,317 Closed
EIM
1059
Essex Investment Management
Massachusetts
-$553K -5,296 Closed
LTAS
1060
Linden Thomas Advisory Services
North Carolina
-$497K -4,757 Closed
AT
1061
American Trust
Kentucky
-$482K -4,610 Closed
AWA
1062
Arete Wealth Advisors
Illinois
-$333K -3,187 Closed
RCM
1063
Radnor Capital Management
Pennsylvania
-$323K -3,090 Closed
MIH
1064
Meitav Investment House
Israel
-$312K -2,986 Closed
TW
1065
TritonPoint Wealth
Maryland
-$297K -2,842 Closed
GC
1066
GFG Capital
Florida
-$285K -2,730 Closed
BTWM
1067
Baker Tilly Wealth Management
Wisconsin
-$279K -2,668 Closed
KWA
1068
Kingswood Wealth Advisors
California
-$268K -2,569 Closed
STA
1069
Summit Trail Advisors
New York
-$266K -2,545 Closed
NHC
1070
Nicholas Hoffman & Company
Georgia
-$258K -2,467 Closed
ACM
1071
Allred Capital Management
Texas
-$252K -2,408 Closed
ACM
1072
Ategra Capital Management
Virginia
-$243K -2,326 Closed
NAM
1073
NorthCrest Asset Manangement
Minnesota
-$242K -2,313 Closed
FFA
1074
Fortune Financial Advisors
Kansas
-$237K -2,272 Closed
KJHP
1075
K.J. Harrison & Partners
Ontario, Canada
-$229K -2,196 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.