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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
PCM
151
Penserra Capital Management
California
$6.09M +$5.77M +53,367 New
PFA
152
Petra Financial Advisors
Colorado
$6.04M -$48.8K -451 -0.8%
MBI
153
May Barnhard Investments
Maryland
$5.99M -$918K -8,482 -14%
CCM
154
Condor Capital Management
New Jersey
$5.99M +$161K +1,487 +3%
VW
155
Vance Wealth
California
$5.97M +$346K +3,195 +7%
FHA
156
First Horizon Advisors
Tennessee
$5.95M -$680K -6,286 -11%
MFIM
157
Mesirow Financial Investment Management
Illinois
$5.93M +$2.96M +27,351 +111%
Citigroup
158
Citigroup
New York
$5.91M +$1.28M +11,842 +30%
William Blair & Company
159
William Blair & Company
Illinois
$5.89M +$159K +1,473 +3%
SCA
160
Stonebridge Capital Advisors
Minnesota
$5.88M -$115K -1,059 -2%
SFS
161
Sowell Financial Services
Arkansas
$5.86M +$416K +3,848 +8%
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$5.86M +$2.65M +24,474 +91%
ML
163
McAdam LLC
Pennsylvania
$5.8M -$209K -1,933 -4%
9WM
164
9258 Wealth Management
Ohio
$5.59M +$116K +1,073 +2%
PGFC
165
Peapack-Gladstone Financial Corp
New Jersey
$5.55M -$163K -1,503 -3%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$5.53M -$2.57M -23,756 -33%
PCG
167
Prosperity Consulting Group
Maryland
$5.53M +$3.75M +34,689 +252%
TPCW
168
TD Private Client Wealth
New York
$5.46M -$483K -4,461 -9%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$5.42M +$304K +2,807 +6%
LF
170
Lee Financial
Texas
$5.42M -$115K -1,065 -2%
NA
171
NewEdge Advisors
Louisiana
$5.42M -$1.04M -9,581 -17%
PIA
172
Powell Investment Advisors
Florida
$5.36M -$139K -1,282 -3%
FTS
173
Fifth Third Securities
Ohio
$5.34M -$392K -3,625 -7%
BA
174
Bellwether Advisors
Nebraska
$5.21M +$300K +2,773 +6%
CHAM
175
Clear Harbor Asset Management
Connecticut
$5.11M +$331K +3,057 +7%

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.