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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
BCI
51
Brinker Capital Investments
Pennsylvania
$35.6M +$1.74M +13,702 +5%
OPS
52
Orion Portfolio Solutions
Nebraska
$35.6M +$1.74M +13,702 +5%
Barclays
53
Barclays
United Kingdom
$34.3M +$34.2M +269,400 +29,283%
HighTower Advisors
54
HighTower Advisors
Illinois
$30.9M +$870K +6,844 +3%
TI
55
Truepoint Inc
Ohio
$29.8M -$877K -6,898 -3%
KF
56
Krilogy Financial
Missouri
$29.3M -$1.23M -9,658 -4%
BPWM
57
Badgley Phelps Wealth Managers
Washington
$28.8M +$194K +1,528 +0.7%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$28.6M +$2.57M +20,196 +10%
AI
59
Accredited Investors
Minnesota
$28.3M -$530K -4,173 -2%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$27.8M -$285K -2,244 -1%
AWM
61
AE Wealth Management
Kansas
$25.6M +$140K +1,098 +0.5%
MGIA
62
Moneta Group Investment Advisors
Missouri
$25.3M +$269K +2,116 +1%
SW
63
SVB Wealth
Massachusetts
$25.1M +$21.1M +165,730 +515%
KeyBank National Association
64
KeyBank National Association
Ohio
$23.6M -$290K -2,284 -1%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$23.4M -$7.11M -55,918 -23%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$23M -$881K -6,933 -4%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$22.7M +$602K +4,734 +3%
OC
68
Oppenheimer & Co
New York
$22.7M +$12.8M +100,819 +129%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$22.6M +$6.56M +51,641 +41%
AAP
70
Arax Advisory Partners
Colorado
$22.4M +$956K +7,520 +4%
SPIA
71
Steward Partners Investment Advisory
New York
$21.9M -$172K -1,352 -0.8%
MML Investors Services
72
MML Investors Services
Massachusetts
$21.6M +$2.03M +15,954 +10%
Corient Private Wealth
73
Corient Private Wealth
Florida
$21.5M -$2.97M -23,345 -12%
GG
74
GenWealth Group
New Jersey
$20.8M -$42.1K -331 -0.2%
Lido Advisors
75
Lido Advisors
California
$20.6M +$15.2M +119,624 +277%

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.