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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
GPWM
726
Grant Private Wealth Management
California
$374K +$376K +2,954 New
UL
727
Unionview LLC
Washington
$374K +$127 +1 +0%
RWA
728
Redhawk Wealth Advisors
Minnesota
$372K
SRC
729
Sage Rhino Capital
California
$371K
MWP
730
Madison Wealth Partners
Wisconsin
$366K
AA
731
Argent Advisors
Louisiana
$364K -$503K -3,960 -58%
PG
732
Patten Group
Tennessee
$361K -$128K -1,005 -26%
HGERS
733
Householder Group Estate & Retirement Specialist
Arizona
$361K -$147K -1,159 -29%
HW
734
Hancock Whitney
Mississippi
$361K +$362K +2,845 New
MA
735
Montag & Associates
Georgia
$358K +$146K +1,148 +69%
Luther King Capital Management (LKCM)
736
Luther King Capital Management (LKCM)
Texas
$357K
CFG
737
Cooper Financial Group
California
$356K -$20.5K -161 -5%
ARG
738
Advisory Resource Group
Oklahoma
$356K +$6.48K +51 +2%
CWM
739
Cahill Wealth Management
Michigan
$355K
AA
740
Advisory Alpha
Michigan
$352K +$56.6K +445 +19%
SPWG
741
Syntegra Private Wealth Group
Missouri
$351K
OWM
742
Orgel Wealth Management
Wisconsin
$348K
RPGK
743
Retirement Planning Group (Kansas)
Kansas
$346K +$5.59K +44 +2%
CG
744
Caprock Group
Idaho
$345K +$346K +2,725 New
LIA
745
LifePlan Investment Advisors
North Carolina
$345K
AWA
746
Amplius Wealth Advisors
Pennsylvania
$344K -$2.8K -22 -0.8%
SCA
747
Snowden Capital Advisors
New York
$341K +$342K +2,694 New
SIM
748
Stratos Investment Management
Ohio
$341K +$127 +1 +0%
ECA
749
Elevated Capital Advisors
Utah
$340K -$70.2K -552 -17%
CFP
750
Cascade Financial Partners
California
$340K +$27.7K +218 +9%

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.