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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
1076
West Bancorporation
Iowa
-$225K -2,155 Closed
PWS
1077
Peloton Wealth Strategists
Indiana
-$218K -2,091 Closed
GG
1078
Greenwood Gearhart
Arkansas
-$118K -1,130 Closed
1832 Asset Management
1079
1832 Asset Management
Ontario, Canada
-$80.2K -768 Closed
LFA
1080
Level Financial Advisors
New York
-$60.1K -575 Closed
FWM
1081
Focused Wealth Management
New York
-$43.9K -420 Closed
NFA
1082
Northwest Financial Advisors
Virginia
-$41.8K -400 Closed
MSS
1083
Mitchell Sinkler & Starr
Pennsylvania
-$37.4K -358 Closed
FA
1084
Faithward Advisors
Pennsylvania
-$34.9K -331 Closed
OIA
1085
Optimum Investment Advisors
Illinois
-$31.5K -302 Closed
LPP
1086
Life Planning Partners
Florida
-$29.8K -285 Closed
OP
1087
ORG Partners
Indiana
-$28.6K -274 Closed
AFIA
1088
America First Investment Advisors
Nebraska
-$21.1K -202 Closed
BWM
1089
BKM Wealth Management
Wisconsin
-$21K -201 Closed
CG
1090
Cutler Group
California
-$20K -200 Closed
CCM
1091
Chilton Capital Management
Texas
-$14.6K -140 Closed
DAC
1092
Dividend Assets Capital
South Carolina
-$7K -68 Closed
APC
1093
Aspire Private Capital
North Carolina
-$3.45K -33 Closed
NMG
1094
New Millennium Group
Utah
-$3.42K -33 Closed
MBFW
1095
Morton Brown Family Wealth
Pennsylvania
-$2.3K -22 Closed
SA
1096
Scarborough Advisors
Maryland
-$2.09K -20 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.