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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
Morgan Stanley
1
Morgan Stanley
New York
$1.26B -$1.17B -10,837,121 -50%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.2B -$56.9M -526,257 -5%
Bank of America
3
Bank of America
North Carolina
$669M -$78.4M -724,498 -11%
Wells Fargo
4
Wells Fargo
California
$607M -$33.9M -312,990 -6%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$458M +$9.92M +91,723 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$330M +$2.39M +22,103 +0.8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$322M +$1.48M +13,701 +0.5%
Ameriprise
8
Ameriprise
Minnesota
$267M -$14.5M -134,334 -5%
UBS Group
9
UBS Group
Switzerland
$262M -$5.45M -50,357 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$250M -$2.6M -24,061 -1%
CCWM
11
Cassaday & Co Wealth Management
Virginia
$235M +$2.2M +20,302 +1%
CB
12
Commerce Bank
Missouri
$223M -$13.1M -121,501 -6%
LPL Financial
13
LPL Financial
California
$192M +$4.54M +41,932 +3%
US Bancorp
14
US Bancorp
Minnesota
$175M +$653K +6,034 +0.4%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$172M +$27.7M +255,690 +20%
FCBT
16
First Citizens Bank & Trust
North Carolina
$161M +$23.6M +218,287 +18%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$138M -$5.66M -52,356 -4%
Goldman Sachs
18
Goldman Sachs
New York
$120M +$10.7M +99,152 +10%
GI
19
GLOBALT Investments
Georgia
$103M -$1.62M -14,937 -2%
Truist Financial
20
Truist Financial
North Carolina
$98.4M -$5.35M -49,494 -5%
JP Morgan Chase
21
JP Morgan Chase
New York
$98.3M -$7.76M -71,717 -8%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$93.2M +$13.5M +124,738 +18%
ZB
23
Zions Bancorporation
Utah
$89.9M -$5.78M -53,469 -6%
Osaic Holdings
24
Osaic Holdings
Arizona
$88M -$40.8M -377,211 -33%
CFB
25
Cullen/Frost Bankers
Texas
$84.1M +$7.58M +70,054 +11%

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.