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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
SSWM
426
Smith Salley Wealth Management
North Carolina
$1.27M
KFI
427
Key Financial Inc
Pennsylvania
$1.26M -$5.34K -42 -0.4%
MWM
428
Mission Wealth Management
California
$1.26M
PPA
429
Pilgrim Partners Asia
Singapore
$1.25M +$1.26M +9,885 New
PWS
430
Proactive Wealth Strategies
Georgia
$1.24M +$12.6K +99 +1%
KP
431
Keel Point
Alabama
$1.24M +$147K +1,156 +13%
CFGS
432
Concourse Financial Group Securities
Alabama
$1.23M -$258K -2,033 -18%
GSEP
433
Golden State Equity Partners
California
$1.23M +$1.23M +9,675 New
WAP
434
Wealthcare Advisory Partners
Pennsylvania
$1.22M +$51.2K +403 +4%
FF
435
Friday Financial
Iowa
$1.22M +$1.22M +9,622 New
DWAM
436
Duncan Williams Asset Management
Tennessee
$1.22M +$60.8K +478 +5%
BIA
437
BHK Investment Advisors
Alabama
$1.21M -$19.1K -150 -2%
DDC
438
DF Dent & Co
Maryland
$1.19M +$1.2M +9,413 New
DAS
439
Dynamic Advisor Solutions
Arizona
$1.18M +$104K +817 +10%
CIA
440
Concurrent Investment Advisors
Florida
$1.18M +$127 +1 +0%
CAS
441
Coppell Advisory Solutions
Texas
$1.17M -$1.02M -7,993 -46%
RMCM
442
Reynders McVeigh Capital Management
Massachusetts
$1.17M -$178K -1,400 -13%
OGF
443
Orin Green Financial
California
$1.16M -$1.21M -9,510 Closed
LI
444
LMCG Investments
Massachusetts
$1.15M -$4.45K -35 -0.4%
RC
445
Rovin Capital
Arizona
$1.15M +$320K +2,521 +39%
EWM
446
EPG Wealth Management
Georgia
$1.15M -$508 -4 -0%
SWA
447
Strata Wealth Advisors
Texas
$1.14M
PPW
448
PACK Private Wealth
Minnesota
$1.14M
WMP
449
Wealth Management Partners
Arizona
$1.14M -$17.7K -139 -2%
BWM
450
Brickley Wealth Management
California
$1.14M -$3.69K -29 -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.