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iShares Russell Mid-Cap Growth ETF
IWP

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: 34 → 44 (+10)

23% more capital invested

Capital invested by funds: $10.5B → $13B (+$2.47B)

12% more funds holding

Funds holding: 1,017 → 1,134 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$923M
2
AIA
Angeles Investment Advisors
California
+$80.4M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$49.6M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.3M
5
FCBT
First Citizens Bank & Trust
North Carolina
+$46.5M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$61.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$29.3M
3
IAIM
International Assets Investment Management
Florida
-$27.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
501
Gryphon Financial Partners
Ohio
$859K +$24.5K +193 +3%
RRA
502
Round Rock Advisors
Connecticut
$858K – – –
NFG
503
Nations Financial Group
Iowa
$856K -$12.2K -96 -1%
HTC
504
Haverford Trust Company
Pennsylvania
$856K – – –
WIA
505
World Investment Advisors
California
$854K +$475K +3,737 +125%
NCM
506
Next Capital Management
New York
$851K – – –
CSWM
507
Cassady Schiller Wealth Management
Ohio
$851K -$62.3K -490 -7%
SFPG
508
Stonebridge Financial Planning Group
Florida
$850K -$6.99K -55 -0.8%
GSIAS
509
Garden State Investment Advisory Services
New Jersey
$847K – – –
CTC
510
Central Trust Company
Missouri
$843K – – –
QCM
511
QRG Capital Management
Illinois
$842K -$17.4K -137 -2%
CWM
512
Cahaba Wealth Management
Georgia
$839K -$9.41K -74 -1%
FUBT
513
First United Bank & Trust
Maryland
$827K -$4.45K -35 -0.5%
EIP
514
Easterly Investment Partners
Massachusetts
$816K – – –
SEIA
515
Signature Estate & Investment Advisors
California
$816K – – –
WGCA
516
Wolf Group Capital Advisors
Virginia
$816K – – –
HWA
517
Heritage Wealth Advisors
Virginia
$816K – – –
SMA
518
Sage Mountain Advisors
Georgia
$813K +$362K +2,848 +80%
AWM
519
Apollon Wealth Management
South Carolina
$812K +$454K +3,569 +126%
CT
520
Colonial Trust
South Carolina
$810K -$2.29K -18 -0.3%
AUB
521
Atlantic Union Bankshares
Virginia
$810K – – –
PWW
522
Pettyjohn Wood & White
Virginia
$809K – – –
AFWM
523
AMJ Financial Wealth Management
Virginia
$806K +$371K +2,918 +85%
NFC
524
Northeast Financial Consultants
Connecticut
$802K – – –
WA
525
Wealth Alliance
New York
$802K +$466K +3,662 +137%
19 20
21
22 23

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.