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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
HAS
451
Holland Advisory Services
Florida
$1.13M +$1.02K +8 +0.1%
S
452
SignatureFD
Georgia
$1.13M +$56.1K +441 +5%
ECM
453
Evergreen Capital Management
Washington
$1.1M +$111K +872 +11%
PA
454
Parallel Advisors
California
$1.1M +$2.29K +18 +0.2%
Legal & General Group
455
Legal & General Group
United Kingdom
$1.09M -$1.09M -8,552 -50%
YWM
456
Yardley Wealth Management
Pennsylvania
$1.07M +$839K +6,600 +300%
MA
457
MONECO Advisors
Connecticut
$1.06M +$32.2K +253 +3%
AWM
458
Atticus Wealth Management
Florida
$1.06M -$33.4K -263 -3%
AF
459
Allworth Financial
California
$1.05M +$3.56K +28 +0.4%
CSP
460
Cary Street Partners
Virginia
$1.03M +$1.04M +8,161 New
QAM
461
Q3 Asset Management
Michigan
$1.03M +$1.03M +8,095 New
CFO
462
Callan Family Office
Pennsylvania
$1.02M -$4.7K -37 -0.5%
CS
463
Capital Square
Tennessee
$1.02M -$14.5K -114 -1%
GA
464
GFS Advisors
Texas
$1.01M
AFC
465
AFT Forsyth & Company
Florida
$1.01M +$127 +1 +0%
NC
466
Napatree Capital
Rhode Island
$1.01M -$65.6K -516 -6%
CWM
467
Calamos Wealth Management
Illinois
$1.01M
SVWAG
468
Sound View Wealth Advisors Group
Georgia
$992K -$6.23K -49 -0.6%
R
469
Rebalance
California
$990K +$1.02K +8 +0.1%
WIM
470
WealthPlan Investment Management
Nebraska
$987K -$1.92M -15,086 -66%
CIA
471
Choate Investment Advisors
Massachusetts
$984K +$986K +7,760 New
TCA
472
Transcend Capital Advisors
New Jersey
$978K -$9.53K -75 -1%
LBC
473
Lowe Brockenbrough & Co
Virginia
$973K
OWA
474
Octavia Wealth Advisors
Ohio
$959K -$29.6K -233 -3%
BFC
475
Bedel Financial Consulting
Indiana
$959K +$16.3K +128 +2%

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.