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iShares Russell Mid-Cap Growth ETF
IWP

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: 34 → 44 (+10)

23% more capital invested

Capital invested by funds: $10.5B → $13B (+$2.47B)

12% more funds holding

Funds holding: 1,017 → 1,134 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$923M
2
AIA
Angeles Investment Advisors
California
+$80.4M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$49.6M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.3M
5
FCBT
First Citizens Bank & Trust
North Carolina
+$46.5M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$61.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$29.3M
3
IAIM
International Assets Investment Management
Florida
-$27.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
751
Prosperity Planning
Missouri
$339K -$19.7K -155 -5%
MFA
752
Mayflower Financial Advisors
Massachusetts
$339K – – –
LWM
753
LongView Wealth Management
Georgia
$337K +$34.3K +270 +11%
PI
754
PFG Investments
New York
$335K +$33.4K +263 +11%
FIM
755
Fernwood Investment Management
Massachusetts
$335K – – –
CPSAC
756
Chas P. Smith & Associates (CPS)
Florida
$332K – – –
Principal Financial Group
757
Principal Financial Group
Iowa
$330K -$597K -4,700 -64%
BWM
758
BCGM Wealth Management
Indiana
$330K – – –
EFG
759
Elm3 Financial Group
Georgia
$327K +$328K +2,579 New
TA
760
TrueWealth Advisors
Alabama
$323K – – –
TCM
761
Tassel Capital Management
North Carolina
$323K +$324K +2,546 New
FFC
762
First Financial Corp
Indiana
$322K – – –
PP
763
PDS Planning
Ohio
$318K +$381 +3 +0.1%
SHF
764
Stage Harbor Financial
Massachusetts
$318K +$21.4K +168 +7%
ST
765
Smithfield Trust
Pennsylvania
$316K – – –
RCM
766
Radnor Capital Management
Pennsylvania
$314K – – –
HBW
767
Hazlett, Burt & Watson
West Virginia
$314K +$381 +3 +0.1%
CFS
768
CRA Financial Services
New Jersey
$310K – – –
AWP
769
Axis Wealth Partners
Rhode Island
$308K +$309K +2,429 New
PWP
770
Perfromance Wealth Partners
Illinois
$306K +$5.34K +42 +2%
NWMP
771
Noble Wealth Management PBC
Colorado
$305K +$306K +2,404 New
PTB
772
Pioneer Trust Bank
Oregon
$304K – – –
GWP
773
Gen-Wealth Partners
Michigan
$304K +$127 +1 +0%
JIC
774
Joel Isaacson & Co
New York
$303K +$127 +1 +0%
PWA
775
Prairie Wealth Advisors
Nebraska
$302K +$254 +2 +0.1%
29 30
31
32 33

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.