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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
GWSA
526
Global Wealth Strategies & Associates
Colorado
$796K -$2.67K -21 -0.3%
FB
527
Fulton Bank
Pennsylvania
$794K
GC
528
Guidance Capital
Kentucky
$793K -$14.2K -112 -2%
OC
529
Oarsman Capital
Wisconsin
$791K +$53.9K +424 +7%
AP
530
Appleton Partners
Massachusetts
$789K
SFC
531
Strategic Financial Concepts
Texas
$783K +$37K +291 +5%
NB
532
NBT Bank
New York
$779K
FA
533
Financial Alternatives
California
$778K
WLPWM
534
Walled Lake Planning & Wealth Management
Illinois
$777K +$46.4K +365 +6%
IC
535
IEQ Capital
California
$776K +$778K +6,122 New
RCM
536
Richardson Capital Management
Wisconsin
$776K
Jane Street
537
Jane Street
New York
$765K -$72.8K -573 -9%
VCM
538
Viewpoint Capital Management
Washington
$761K
PPP
539
Private Portfolio Partners
New Jersey
$760K
PFA
540
Pathway Financial Advisors
Vermont
$754K
GT
541
Greenleaf Trust
Michigan
$745K -$184K -1,450 -20%
MFG
542
Magnus Financial Group
New York
$744K +$254 +2 +0%
LIM
543
Leavell Investment Management
Alabama
$741K -$12.1K -95 -2%
BWA
544
BlueSky Wealth Advisors
North Carolina
$741K
HWM
545
HB Wealth Management
Georgia
$741K +$9.79K +77 +1%
BAM
546
Belpointe Asset Management
Nevada
$740K +$116K +910 +16%
ABC
547
Associated Banc-Corp
Wisconsin
$733K -$890 -7 -0.1%
SFO
548
Standard Family Office
South Dakota
$732K
IAG
549
Investmark Advisory Group
Connecticut
$727K +$12.6K +99 +2%
OIA
550
OneDigital Investment Advisors
Kansas
$726K +$49.8K +392 +7%

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.