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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
SAI
676
Savvy Advisors Inc
New York
$432K +$433K +3,407 New
PIFP
677
Partners in Financial Planning
Virginia
$431K
CG
678
Cynosure Group
Utah
$431K
BF
679
Baring Financial
Washington
$429K +$430K +3,382 New
Fiera Capital (Canada)
680
Fiera Capital (Canada)
Quebec, Canada
$427K -$18.8K -148 -4%
WLIM
681
White Lighthouse Investment Management
Massachusetts
$427K
SFG
682
Snider Financial Group
Washington
$422K +$423K +3,326 New
HA
683
HFG Advisors
Ohio
$416K
OA
684
Oxbow Advisors
Texas
$416K
QCG
685
Quadrant Capital Group
Ohio
$415K
SC
686
Steph & Co
Wisconsin
$415K -$37.9K -298 -8%
RYIA
687
Roehl & Yi Investment Advisors
Oregon
$413K +$414K +3,257 New
CT
688
Caldwell Trust
Florida
$412K
SW
689
SkyOak Wealth
Michigan
$411K -$2.16K -17 -0.5%
TNA
690
True North Advisors
Texas
$411K
CFG
691
Citizens Financial Group
Rhode Island
$410K +$4.58K +36 +1%
FTWA
692
Fifth Third Wealth Advisors
Ohio
$409K +$53.4K +420 +15%
DFG
693
Delta Financial Group
New Jersey
$406K +$407K +3,202 New
MAV
694
Mason & Associates (Virginia)
Virginia
$406K -$26.7K -210 -6%
CAG
695
Csenge Advisory Group
Florida
$405K +$407K +3,198 New
ONST
696
Old North State Trust
North Carolina
$405K -$5.47K -43 -1%
CTWM
697
Cherry Tree Wealth Management
Minnesota
$404K
PAG
698
Paladin Advisory Group
Iowa
$403K -$1.27K -10 -0.3%
WFM
699
Wolff Financial Management
Michigan
$402K +$381 +3 +0.1%
SCTC
700
Sanibel Captiva Trust Company
Florida
$402K -$49.6K -390 -11%

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.