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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
LA
601
LVW Advisors
New York
$608K +$610K +4,799 New
BP
602
Ballentine Partners
Massachusetts
$603K
FIBT
603
First International Bank & Trust
North Dakota
$601K
GC
604
Gilbert & Cook
Iowa
$601K -$30.1K -237 -5%
FA
605
FDx Advisors
Illinois
$597K -$20.5K -161 -3%
WP
606
WealthPLAN Partners
Nebraska
$595K -$65K -511 -10%
PWP
607
Principle Wealth Partners
Connecticut
$592K
MCA
608
Maryland Capital Advisors
Maryland
$590K
JHCP
609
Jackson Hole Capital Partners
Oklahoma
$584K
VAF
610
Values Added Financial
District of Columbia
$583K
FIM
611
Freedom Investment Management
Connecticut
$582K -$9.53K -75 -2%
FI
612
Financial Insights
Washington
$582K -$13.5K -106 -2%
TWP
613
Total Wealth Planning
Ohio
$578K -$3.43K -27 -0.6%
PWMG
614
Prestige Wealth Management Group
New Jersey
$577K
CPSC
615
Carl P. Sherr & Co
Massachusetts
$563K -$223K -1,753 -28%
BAM
616
Berkshire Asset Management
Pennsylvania
$559K +$1.02K +8 +0.2%
SIA
617
Stegner Investment Associates
Kentucky
$558K
RMDI
618
R.M. Davis Inc
Maine
$558K +$50.9K +400 +10%
EDRH
619
Edmond de Rothschild Holding
Switzerland
$557K
IAIM
620
International Assets Investment Management
Florida
$555K -$27.5M -216,227 -98%
FLPIM
621
F.L. Putnam Investment Management
Massachusetts
$549K -$127 -1 -0%
KF
622
KKM Financial
Illinois
$546K +$510K +4,011 New
LA
623
Legacy Advisors
Pennsylvania
$546K +$38.1K +300 +7%
MFWP
624
Mosaic Family Wealth Partners
Missouri
$544K +$127 +1 +0%
TRIA
625
Trail Ridge Investment Advisors
Colorado
$544K

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.