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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
LCM
626
Liberty Capital Management
Michigan
$544K
FA
627
Flagstar Advisors
New York
$538K +$508 +4 +0.1%
EC
628
Estate Counselors
Wisconsin
$535K +$536K +4,220 New
IWA
629
Icon Wealth Advisors
Texas
$531K -$2.16K -17 -0.4%
VDI
630
Vaughan David Investments
Illinois
$526K -$127 -1 -0%
TWM
631
Topsail Wealth Management
North Carolina
$524K +$525K +4,131 New
FCAS
632
First Command Advisory Services
Texas
$523K
MOS
633
MGO One Seven
Ohio
$523K -$15.5K -122 -3%
DC
634
Davenport & Co
Virginia
$523K -$4.7K -37 -0.9%
FWM
635
Fingerlakes Wealth Management
New York
$521K +$508 +4 +0.1%
CCM
636
Cohen Capital Management
California
$520K +$254 +2 +0%
SWA
637
Stratos Wealth Advisors
Ohio
$516K -$23.6K -186 -4%
WP
638
Westmount Partners
California
$516K
FMTCOCP
639
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$515K +$50.7K +399 +11%
IAN
640
Integrated Advisors Network
Texas
$513K
TC
641
Trilogy Capital
California
$512K -$13.3K -105 -3%
AP
642
Adero Partners
California
$507K
BWP
643
Baldwin Wealth Partners
Massachusetts
$507K
AAS
644
Annex Advisory Services
Wisconsin
$501K -$19.3K -152 -4%
SAW
645
Signal Advisors Wealth
Michigan
$496K +$3.69K +29 +0.7%
TPWA
646
Twin Peaks Wealth Advisors
California
$494K +$25.6K +201 +5%
FAIM
647
Financial Advocates Investment Management
Washington
$492K +$245K +1,929 +99%
FF
648
Finley Financial
Nevada
$490K +$479K +3,765 New
SMC
649
Smith, Moore & Co
Missouri
$489K +$43K +338 +10%
MC
650
Middleton & Co
Massachusetts
$484K +$9.79K +77 +2%

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.