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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
EG
251
Ellerson Group
Maryland
$3.42M +$2.02M +15,911 +144%
WB
252
WesBanco Bank
West Virginia
$3.4M -$5.59K -44 -0.2%
FCI
253
Financial Counselors Inc
Kansas
$3.38M +$595K +4,679 +21%
AWM
254
Avior Wealth Management
Nebraska
$3.38M +$214K +1,684 +7%
MWM
255
Meridian Wealth Management
Kentucky
$3.37M +$1.47M +11,592 +77%
JWM
256
JPL Wealth Management
Colorado
$3.32M +$3.33M +26,157 New
MCA
257
MSH Capital Advisors
Arizona
$3.26M -$68K -535 -2%
BCM
258
Becker Capital Management
Oregon
$3.19M -$16.9K -133 -0.5%
YIH
259
Y-Intercept (HK)
Hong Kong
$3.18M +$1.95M +15,350 +157%
WIA
260
Wealthedge Investment Advisors
New York
$3.18M +$3.19M +25,089 New
GT
261
Glenview Trust
Kentucky
$3.17M -$737K -5,798 -19%
TCWM
262
Total Clarity Wealth Management
Illinois
$3.17M -$1.66M -13,084 -34%
IWC
263
Integrated Wealth Concepts
Massachusetts
$3.16M +$1.74M +13,678 +122%
BFG
264
Bleakley Financial Group
New Jersey
$3.15M +$32.7K +257 +1%
PWCM
265
Processus Wealth & Capital Management
Tennessee
$3.15M -$72.8K -573 -2%
Allspring Global Investments
266
Allspring Global Investments
North Carolina
$3.06M +$903K +7,103 +42%
IFPG
267
Intrepid Financial Planning Group
Indiana
$3.04M -$208K -1,638 -6%
BPA
268
Beacon Pointe Advisors
California
$3.02M +$28.1K +221 +0.9%
AWS
269
Atria Wealth Solutions
New York
$3.01M +$170K +1,336 +6%
IPW
270
Intergy Private Wealth
Colorado
$3M +$176K +1,387 +6%
RG
271
Rathbones Group
United Kingdom
$2.96M +$214K +1,682 +8%
TVAMP
272
Tennessee Valley Asset Management Partners
Tennessee
$2.96M +$254K +1,998 +9%
PA
273
Pinnacle Associates
New York
$2.95M -$94.6K -744 -3%
LTL
274
Lowery Thomas LLC
California
$2.89M -$10K -79 -0.3%
OW
275
Olistico Wealth
Oklahoma
$2.89M +$135K +1,060 +5%

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.