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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
WSFS
376
Wilmington Savings Fund Society
Delaware
$1.59M +$398K +3,134 +33%
RB
377
Renasant Bank
Mississippi
$1.58M +$53.3K +419 +3%
IWM
378
IHT Wealth Management
Illinois
$1.57M -$71.6K -563 -4%
1SB
379
1ST Source Bank
Indiana
$1.57M +$22K +173 +1%
AL
380
Aspiriant LLC
California
$1.56M
ET
381
Equitable Trust
Tennessee
$1.54M +$1.55M +12,174 New
GSWM
382
Golden State Wealth Management
California
$1.54M +$1.55M +12,168 New
PSB
383
Passumpsic Savings Bank
Vermont
$1.54M +$9.66K +76 +0.6%
TFGT
384
TS Financial Group (TSFG)
Illinois
$1.53M -$5.08K -40 -0.3%
PCH
385
PGIM Custom Harvest
New Jersey
$1.52M
TRCT
386
Tower Research Capital (TRC)
New York
$1.51M +$1.51M +11,901 New
LSA
387
Lion Street Advisors
Texas
$1.51M -$17.5K -138 -1%
PTC
388
Private Trust Company
Ohio
$1.5M +$57.2K +450 +4%
FIA
389
Foundations Investment Advisors
Arizona
$1.49M -$136K -1,069 -8%
VVP
390
Venture Visionary Partners
Ohio
$1.48M -$4.58K -36 -0.3%
SWM
391
Spire Wealth Management
Virginia
$1.46M +$466K +3,666 +47%
GJIA
392
Glass Jacobson Investment Advisors
Maryland
$1.46M -$151K -1,190 -9%
WH
393
Willner & Heller
California
$1.44M +$29.5K +232 +2%
VCM
394
Virtue Capital Management
Tennessee
$1.44M +$1.44M +11,328 New
CT
395
Clearstead Trust
Maine
$1.43M
FFS
396
Founders Financial Securities
Maryland
$1.43M +$1.03M +8,121 +258%
BFS
397
Bradley Foster & Sargent
Connecticut
$1.43M +$48.6K +382 +4%
PCIA
398
Prime Capital Investment Advisors
Kansas
$1.42M -$129K -1,017 -8%
TMWM
399
Taylor & Morgan Wealth Management
Michigan
$1.41M -$32.3K -254 -2%
AG
400
AlTi Global
New York
$1.41M

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.