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iShares Russell Mid-Cap Growth ETF

1,134 hedge funds and large institutions have $13B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 330 increasing their positions, 327 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $1.71M

458% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 31

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

23% more capital invested

Capital invested by funds: $10.5B → $13B (+$2.47B)

12% more funds holding

Funds holding: 1,0171,134 (+117)

3.65% more ownership

Funds ownership: 70.41%74.06% (+3.7%)

1% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 327

Holders
1,134
Holders Change
+117
Holders Change %
+11.5%
% of All Funds
14.94%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.58%
New
173
Increased
330
Reduced
327
Closed
31
Calls
$10.7M
Puts
$1.71M
Net Calls
+$9.04M
Net Calls Change
+$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
226
Fred Alger Management
New York
$3.98M +$3.99M +31,385 New
FNBT
227
FineMark National Bank & Trust
Florida
$3.94M +$773K +6,078 +24%
HPC
228
HM Payson & Co
Maine
$3.92M +$81.1K +638 +2%
CL
229
Choreo LLC
Illinois
$3.9M -$160K -1,255 -4%
VCM
230
Vision Capital Management
Oregon
$3.9M
MCM
231
MV Capital Management
Maryland
$3.84M +$31K +244 +0.8%
Vanguard Group
232
Vanguard Group
Pennsylvania
$3.82M -$2.67K -21 -0.1%
MC
233
Mathes Company
New York
$3.82M -$9.79K -77 -0.3%
HBS
234
Howard Bailey Securities
Indiana
$3.78M +$101K +791 +3%
PFS
235
Prospera Financial Services
Texas
$3.73M +$238K +1,870 +7%
HA
236
Hofer & Associates
California
$3.72M -$61K -480 -2%
Financial Engines Advisors
237
Financial Engines Advisors
California
$3.71M +$27.5K +216 +0.7%
KFG
238
Kingdom Financial Group
Arizona
$3.71M -$191K -1,504 -5%
WFS
239
Widmann Financial Services
Maryland
$3.68M -$762K -5,995 -17%
DWA
240
Dougherty Wealth Advisers
Minnesota
$3.64M -$54.4K -428 -1%
NAAA
241
New Age Alpha Advisors
New York
$3.63M +$3.64M +28,601 New
TWM
242
Tolleson Wealth Management
Texas
$3.6M -$311K -2,445 -8%
CCB
243
Country Club Bank
Missouri
$3.6M -$165K -1,295 -4%
ATI
244
ARK & TLK Investments
Oklahoma
$3.57M
ACM
245
Avalon Capital Management
California
$3.55M +$3.56M +28,031 New
RSWM
246
Robertson Stephens Wealth Management
California
$3.55M +$74K +582 +2%
RFC
247
Regions Financial Corp
Alabama
$3.54M -$1.78K -14 -0.1%
EW
248
Element Wealth
Mississippi
$3.5M +$2.59M +20,396 +282%
FNT
249
First National Trust
Pennsylvania
$3.44M +$32.2K +253 +0.9%
ES
250
Eagle Strategies
New York
$3.42M -$9.53K -75 -0.3%

IWP Hedge Fund Activity: Q4 2024 in Review

1,134 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2024, worth a combined $13B — up 23% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new IWP positions and 31 closed out — a net gain of 142 holders — while 330 added to existing stakes and 327 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $923M. The largest seller was Wellington Management Group, exiting entirely with an estimated $61.2M sold.

  • 1,134 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2024, up from 1,017 in Q3 2024.
  • Funds reported $13B of iShares Russell Mid-Cap Growth ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 173 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2024 and 31 closed out, a net change of +142 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2024 was Morgan Stanley, an estimated $923M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2024 was Wellington Management Group, an estimated $61.2M sold.

Based on aggregated 13F filings for Q4 2024.