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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
CFA
776
Cahill Financial Advisors
Minnesota
$301K
BB
777
Busey Bank
Illinois
$301K
IBOK
778
Independence Bank of Kentucky
Kentucky
$300K
VCA
779
Verdence Capital Advisors
Maryland
$300K +$301K +2,367 New
Lazard Asset Management
780
Lazard Asset Management
New York
$299K -$419K -3,296 -58%
GM
781
GeoWealth Management
Illinois
$299K +$297K +2,338 +12,989%
SWM
782
SeaCrest Wealth Management
New York
$299K
LI
783
LRI Investments
Florida
$298K
EWM
784
Executive Wealth Management
Michigan
$297K +$127 +1 +0%
RhumbLine Advisers
785
RhumbLine Advisers
Massachusetts
$297K -$199K -1,569 -40%
NG
786
Norden Group
Utah
$296K
WP
787
WealthShield Partners
North Carolina
$294K
KCM
788
Kendall Capital Management
Maryland
$294K
JWCA
789
J.W. Coons Advisors
Ohio
$294K +$127 +1 +0%
VCP
790
Vista Capital Partners
Oregon
$293K -$15.5K -122 -5%
GIM
791
Goelzer Investment Management
Indiana
$289K
HFA
792
High Falls Advisors
New York
$288K +$50.7K +399 +21%
YIA
793
YHB Investment Advisors
Connecticut
$287K -$74.4K -585 -21%
MCM
794
Monarch Capital Management
Indiana
$286K
IIC
795
Ironwood Investment Counsel
Arizona
$285K
CHJWM
796
Carlton Hofferkamp & Jenks Wealth Management
Texas
$285K -$18.7K -147 -7%
GBT
797
Grove Bank & Trust
Florida
$285K
MG
798
Mather Group
Illinois
$285K -$13.6K -107 -5%
APG
799
Abacus Planning Group
South Carolina
$284K +$285K +2,240 New
DWP
800
Daymark Wealth Partners
Ohio
$283K -$47.5K -374 -14%

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.