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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
LGG
401
Luts & Greenleigh Group
Maryland
$1.41M -$1.02K -8 -0.1%
SCA
402
Stillwater Capital Advisors
Pennsylvania
$1.36M -$21.9K -172 -2%
EWA
403
ERTS Wealth Advisors
Michigan
$1.36M -$37.2K -293 -3%
CPIG
404
Chicago Partners Investment Group
Illinois
$1.36M -$67.1K -528 -5%
MMA
405
Miracle Mile Advisors
California
$1.36M -$83.3K -655 -6%
FWP
406
FAS Wealth Partners
Kansas
$1.36M -$21K -165 -2%
TC
407
TownSquare Capital
Utah
$1.36M +$20.7K +163 +2%
VOYA Investment Management
408
VOYA Investment Management
Georgia
$1.36M -$11.4M -89,605 -89%
UWM
409
USAdvisors Wealth Management
Minnesota
$1.35M -$2.82M -22,167 -67%
SG
410
StoneX Group
New York
$1.35M +$1.36M +10,676 New
SWA
411
Sax Wealth Advisors
New Jersey
$1.35M -$15.4K -121 -1%
CNBT
412
Canandaigua National Bank & Trust
New York
$1.35M
PCA
413
Prosperity Capital Advisors
Ohio
$1.35M -$16.8K -132 -1%
CWM
414
Cranbrook Wealth Management
Michigan
$1.35M
ODIJL
415
One Day In July LLC
Vermont
$1.34M +$4.07K +32 +0.3%
FT
416
Fiduciary Trust
Massachusetts
$1.34M +$91.9K +723 +7%
Macquarie Group
417
Macquarie Group
Australia
$1.33M +$1.33M +10,495 New
WKSWA
418
White Knight Strategic Wealth Advisors
New Jersey
$1.33M +$655K +5,149 +97%
NPT
419
National Philanthropic Trust
Pennsylvania
$1.32M
JJBC
420
James J. Burns & Company
New York
$1.32M -$49.2K -387 -4%
CB
421
Cadence Bank
Mississippi
$1.31M -$465K -3,658 -26%
WT
422
Whittier Trust
California
$1.31M -$34.6K -272 -3%
PGAM
423
Princeton Global Asset Management
New Jersey
$1.29M -$46.3K -364 -3%
EIA
424
Eldridge Investment Advisors
New Hampshire
$1.28M
MFG
425
MidWestOne Financial Group
Iowa
$1.27M -$32.9K -259 -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.