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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
TCWM
201
Total Clarity Wealth Management
Illinois
$4.13M +$352K +3,252 +10%
CCM
202
Coldstream Capital Management
Washington
$4.11M -$15.1K -140 -0.4%
HNB
203
Huntington National Bank
Ohio
$4.04M
D
204
Dentgroup
Louisiana
$4.03M +$175K +1,619 +5%
CC
205
Courier Capital
New York
$3.95M -$36.2K -335 -1%
SC
206
Saiph Capital
New Jersey
$3.94M -$5.08K -47 -0.1%
AI
207
Auour Investments
Massachusetts
$3.9M +$15.9K +147 +0.4%
EAM
208
Eukles Asset Management
Ohio
$3.88M -$54.3K -502 -1%
WFS
209
Widmann Financial Services
Maryland
$3.87M +$21.6K +200 +0.6%
SPC
210
Sigma Planning Corp
Michigan
$3.82M +$1.82M +16,793 +100%
SCP
211
Stevens Capital Partners
Nebraska
$3.81M +$167K +1,543 +5%
AB
212
Atlas Brown
Kentucky
$3.78M -$20.7K -191 -0.6%
AWMNH
213
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.76M +$18.2K +168 +0.5%
SEM
214
Strategic Equity Management
Arizona
$3.76M -$1.64M -15,117 -31%
T. Rowe Price Associates
215
T. Rowe Price Associates
Maryland
$3.69M
BOH
216
Bank of Hawaii
Hawaii
$3.66M +$491K +4,541 +17%
ICM
217
IMS Capital Management
Oregon
$3.6M -$18.2K -168 -0.5%
KFG
218
Kingdom Financial Group
Arizona
$3.57M +$1.11M +10,302 +49%
TCG
219
Transcendent Capital Group
Oklahoma
$3.56M +$3.19M +29,501 +1,720%
GT
220
Glenview Trust
Kentucky
$3.56M -$83.3K -770 -2%
VCM
221
Vision Capital Management
Oregon
$3.52M -$3.03K -28 -0.1%
HPC
222
HM Payson & Co
Maine
$3.5M -$968K -8,944 -23%
FWM
223
FMA Wealth Management
Massachusetts
$3.49M -$2.49K -23 -0.1%
KFP
224
KMG Fiduciary Partners
Ohio
$3.48M -$3.68K -34 -0.1%
MCM
225
MV Capital Management
Maryland
$3.45M -$115K -1,062 -3%

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.