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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
BBA
476
BLB&B Advisors
Pennsylvania
$947K +$5.97K +47 +0.6%
CGPCS
477
Capital Group Private Client Services
California
$945K +$508 +4 +0.1%
MCA
478
Midwest Capital Advisors
Michigan
$937K +$940K +7,394 New
RWP
479
Revolve Wealth Partners
New Jersey
$934K +$23.1K +182 +3%
DFG
480
Dynamic Financial Group
Iowa
$928K +$931K +7,322 New
HCA
481
Harbour Capital Advisors
Virginia
$923K
MYIA
482
Mount Yale Investment Advisors
Colorado
$922K +$619K +4,871 +203%
GPA
483
Garrison Point Advisors
California
$919K -$19.1K -150 -2%
WI
484
Wedgewood Investors
Pennsylvania
$919K
VR
485
Valued Retirements
Texas
$916K +$19.4K +153 +2%
AF
486
Affiance Financial
Minnesota
$915K
PS
487
Principal Securities
Iowa
$909K +$156K +1,225 +21%
HT
488
Headlands Technologies
Illinois
$907K +$908K +7,142 +59,517%
LW
489
Linscomb Wealth
Texas
$900K
LCWP
490
Legacy Capital Wealth Partners
Arkansas
$898K +$900K +7,083 New
MFGP
491
Marshall Financial Group (Pennsylvania)
Pennsylvania
$896K -$79.3K -624 -8%
DCM
492
Delta Capital Management
New Jersey
$887K +$890K +7,000 New
VA
493
Valmark Advisers
Ohio
$884K -$26.4K -208 -3%
ATPW
494
Ashton Thomas Private Wealth
Arizona
$876K +$14.9K +117 +2%
LKWM
495
Lee-Kelleher Wealth Management
Maryland
$873K +$875K +6,885 New
RT
496
Rockland Trust
Massachusetts
$872K +$1.65K +13 +0.2%
CCMG
497
Clark Capital Management Group
Pennsylvania
$869K +$418K +3,286 +92%
LB
498
Legacy Bridge
Iowa
$863K
B
499
Bensler
Washington
$863K +$254 +2 +0%
BPC
500
Bearing Point Capital
Minnesota
$860K +$862K +6,783 New

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.