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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
BWA
276
Beam Wealth Advisors
Louisiana
$2.88M -$65.5K -515 -2%
HH
277
Hilltop Holdings
Texas
$2.86M +$2.18M +17,185 +318%
CICC
278
Capital Investment Counsel (Colorado)
Colorado
$2.84M +$282K +2,221 +11%
GCM
279
Geneva Capital Management
Wisconsin
$2.77M +$60.5K +476 +2%
AAS
280
Ameritas Advisory Services
Nebraska
$2.77M +$1.51M +11,896 +120%
EFS
281
Essex Financial Services
Connecticut
$2.76M -$14.9K -117 -0.5%
BIA
282
Biondo Investment Advisors
Pennsylvania
$2.74M +$85.6K +673 +3%
NL
283
NWAM LLC
Washington
$2.74M +$763 +6 +0%
UCFA
284
United Capital Financial Advisors
Texas
$2.71M -$93.6K -736 -3%
VW
285
Veridan Wealth
Oregon
$2.69M +$2.55M +20,036 New
MA
286
MCF Advisors
Kentucky
$2.63M -$7.75K -61 -0.3%
MFG
287
Merit Financial Group
Georgia
$2.63M +$2.39M +18,802 +950%
SF
288
Summit Financial
New Jersey
$2.63M -$1.03M -8,133 -28%
FPGK
289
Financial Partners Group (Kansas)
Kansas
$2.61M +$24K +189 +0.9%
GT
290
Glenmede Trust
Pennsylvania
$2.6M -$736K -5,790 -22%
RWP
291
RWA Wealth Partners
Massachusetts
$2.57M -$52K -409 -2%
BA
292
Ballew Advisors
Mississippi
$2.56M +$32.7K +257 +1%
BP
293
Broadleaf Partners
Ohio
$2.53M +$27.1K +213 +1%
HCM
294
HMS Capital Management
Tennessee
$2.52M +$191K +1,502 +8%
AWA
295
Arkadios Wealth Advisors
Georgia
$2.51M -$46.5K -366 -2%
AT
296
American Trust
Kentucky
$2.49M +$2.5M +19,646 New
BJL
297
Brighton Jones LLC
Washington
$2.44M -$574K -4,518 -19%
SCA
298
Stonebridge Capital Advisors
Minnesota
$2.41M -$400K -3,150 -14%
D
299
Dentgroup
Louisiana
$2.39M -$822K -6,468 -26%
NW
300
Naviter Wealth
Arkansas
$2.39M +$2.39M +18,819 New

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.