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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
Truist Financial
26
Truist Financial
North Carolina
$89.9M -$88.6K -697 -0.1%
CAM
27
Congress Asset Management
Massachusetts
$87.1M +$40.6M +319,368 +87%
AIA
28
Angeles Investment Advisors
California
$80.1M +$80.4M +632,300 New
Mariner
29
Mariner
Kansas
$72.1M +$333K +2,621 +0.5%
EH
30
Equitable Holdings
New York
$70.1M -$7.21M -56,714 -9%
AFI
31
American Family Investments
Wisconsin
$69.6M +$1.03M +8,115 +1%
Goldman Sachs
32
Goldman Sachs
New York
$69.4M +$20.4M +160,491 +41%
ZB
33
Zions Bancorporation
Utah
$63.6M -$1.02M -7,985 -2%
SI
34
Stephens Inc
Arkansas
$62.3M -$1.35M -10,656 -2%
SGAM
35
Stephens Group Asset Management
Arkansas
$56.4M -$246K -1,932 -0.4%
Osaic Holdings
36
Osaic Holdings
Arizona
$56M -$4.43M -34,813 -7%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$55.3M +$48.3M +379,704 +672%
JIC
38
Johnson Investment Counsel
Ohio
$54M -$135K -1,059 -0.2%
RA
39
Rodgers & Associates
Pennsylvania
$53M -$2.37M -18,658 -4%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$52.9M +$2.36M +18,548 +5%
Creative Planning
41
Creative Planning
Kansas
$48.5M +$2.67M +20,971 +6%
OCM
42
One Capital Management
California
$44.1M -$672K -5,289 -1%
WFAG
43
Wescott Financial Advisory Group
Pennsylvania
$43.3M +$36M +283,065 +482%
M&T Bank
44
M&T Bank
New York
$42.6M -$776K -6,103 -2%
IIC
45
Integrated Investment Consultants
Michigan
$42.5M -$3.38M -26,627 -7%
SRA
46
Summit Rock Advisors
New York
$41.2M +$4.12M +32,414 +11%
ANTB
47
AMG National Trust Bank
Colorado
$40.8M +$114K +897 +0.3%
RFA
48
RTD Financial Advisors
Pennsylvania
$39.8M -$1.31M -10,291 -3%
Comerica Bank
49
Comerica Bank
Texas
$36.2M +$3.54M +27,823 +11%
CMA
50
Cedar Mountain Advisors
Oregon
$36M +$947K +7,447 +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.